The Annex Wealth Management Axiom Archive
Our Latest Insights
Macro & Market Musings – 3/21/25
Comments based on information available as of 7:30am CT on 3/21/2025 Growth: Double-Dip Vibecession It's not unusual to see sentiment move separately from spending. What matters more than how people feel is how they behave. Despite the significant drop in consumer...
Axiom | Vol 455
They Might Get Transitory Right, This Time | Early 2025 Volatility | Diversification In Investing: A Key Strategy To Reduce Risk | Annuities | Warren Buffett Hoarding Cash | Distinguishing Between ETFs & Mutual Funds | Single In Retirement: Financial Planning...
CNBC: Watch CNBC’s interview with Annex Wealth’s Brian Jacobsen and Piper Sandler’s Craig Johnson
Watch CNBC’s Interview With Annex Wealth’s Brian Jacobsen and Piper Sandler’s Craig Johnson In The News | March 13, 2025 CNBC Annex Wealth Management's Brian Jacobsen and Piper Sandler’s Craig Johnson, join ‘Power Lunch’ to discuss the market sell-off, buying the dips...
Annex Wealth Management Helps With: Dimensions Of Diversification
Annex Wealth Management Helps With: Dimensions Of DiversificationWATCH:LISTEN:Wealthyist Podcast | Private Equity - What Do We Need To Know? In this episode of "Wealthyist," Liam McKinney, Wealth Strategist at Annex Wealth Management, featuring Brian Jacobson, the...
Macro & Market Musings – 3/14/25
Comments based on information available as of 7:30am CT on 3/14/2025 Growth: From Bump To Slump? Consumer and business sentiment jumped higher after the election, but both have since slumped. There is little relationship between what consumers say they're feeling and...
Axiom | Vol 454
The US Political Divide & Consumer Sentiment | Planning For & Understanding The Value Of Passion Assets | Women & Wealth - An Evening Of Passion Assets & Wine Tasting | How Do I Avoid Bumpy Market During Retirement? | Tariffs: How They Could Affect...
Axiom | Vol 453
April 2 Might Be Huge | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Navigating The Markets | Destination: Retirement. Are We There Yet? | Saving The Family Cottage | Estate Planning For Blended Families | Tariffs And My Portfolios, Spendthrift Trusts |...
Macro & Market Musings – 3/7/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Dave Spano Named To 3 Powerful Lists
Annex Wealth Management is proud to announce that Chief Executive Officer, Dave Spano, has recently been honored by being simultaneously named to 3 influential lists. Wisconsin 275 | BizTimes "Wisconsin 275 highlights the 275 most influential executives in different...
Macro & Market Musings – 2/28/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 452
Getting Real About Tariffs | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Available Now: Graphonomics 22! | This Week: Single In Retirement: Financial Planning Strategies | My HSA Keeps Heading Down - Is It Still A Decent Place To Stash Cash Or Time For...
Annex Wealth Management Helps With: Inheritance Planning
Annex Wealth Management Helps With: Inheritance PlanningWATCH:LISTEN:Wealthyist Podcast | E7 - Selling Your Business In this episode of "The Wealthiest" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business succession...
Macro & Market Musings – 2/21/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 451
Broad Earnings Beat Expectations | Estate Planning For Blended Families | Annex Investment Team | Evaluating Risks & Rewards | Custodial IRAs | Top Things To Consider During The Estate Planning Process | Graphonomics 21! | Are you selling a business or know...
Macro & Market Musings – 2/14/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 450
CPI, PPI Hotter Than Expected | Tariffs & My Portfolio | Destination: Retirement - Are We There Yet? | What To Ask An Advisor | How Not To Ruin Your Kids With Money | Graphonomics 21!Week In ReviewCPI, PPI Hotter Than ExpectedCPI, PPI, and Retail Sales all...
Macro & Market Musings – 2/7/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 449
Did Tariffs Cause The Great Depression? | Finfluencers: Can You Trust Their Advice? | Wealth Prompt: Business Transitions This Week In Events | Download Graphonomics 21!Week In ReviewDid Tariffs Cause The Great Depression?President Trump has suspended tariffs for...
Annex Wealth Management Helps With: Business Succession Planning
Annex Wealth Management Helps With: Business Succession PlanningWATCH:LISTEN:Wealthyist Podcast | Selling Your Business In this episode of the "Wealthyist" podcast, Brandon Lehman and guest Brian Lamborne, a tax law expert, discuss the intricacies of business...
Macro & Market Musings – 1/31/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 448
Chinese AI Announcement Rocks Markets | New Chapter, Same Story. Download Graphonomics 21 | Upcoming Workshop: Financial Planning In A Changing Tax World | Short-Term Vs. Long-Term Investments | Getting Grandchildren Investing | 7 Retirement Questions You Should...
Axiom | Vol 447
Trump's First Week Back, Is The Market In A Holding Pattern? | Selling A Business: Where To Start | Instant Insight: The Fed & The Markets | Business Sales & Transitions | Ask Annex: Bitcoin Vs. Old-Fashioned Equities | Trade Perspectives: Download...
Macro & Market Musings – 1/24/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 446
Positive CPI Changes Markets | WTMJ Webinar: Selling A Business - Where To Start | How To Protect Your Business With Key Person Insurance | Ask Annex: What Should I Do With My Year-End Bonus? | Distribution Planning In RetirementWeek In ReviewPositive CPI Changes...
Macro & Market Musings – 1/17/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Macro & Market Musings – 1/10/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Whitepaper: Capital Market Assumptions & The Connection To Financial Planning
Whitepaper: Capital Market Assumptions & The Connection To Financial Planning Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Chief Economist | January 9, 2025
Axiom | Vol 445
Fed Tries Not To Repeat The Past | What The Social Security Fairness Act Means For You | Life Happens: Is Your Family Prepared? | What Is Cash Flow Modeling? | Profits From Rental House - Where Should They Go? Week In ReviewFed Tries Not To Repeat The PastSaying...
Axiom | Vol 444
Impact of Debt Ceiling On Rates & The Dollar | Introducing Wealthyist, An Original Annex Wealth Management Podcast! | Roth Conversions: What You Need To Know | Graphonomics Volume 20: Available Now! | This Week In EventsWeek In ReviewImpact of Debt Ceiling On...
Macro & Market Musings – 1/3/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 443
Amid Comfortable Geopolitics, The US Remains The Oasis | As we approach 2025, we want to take a moment to reflect on our shared journey and look forward to the opportunities ahead. At Annex Wealth Management, our mission remains consistent – to support you and your...
Macro & Market Musings – 12/27/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom Vol 442 – Merry Christmas!
Wishing you a JOYFUL SEASON! Merry Christmas & Happy Holidays from all of us at Annex Wealth Management.Week In ReviewThe Fed Said It Wouldn’t Guess: Is it?Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some...
Macro & Market Musings – 12/20/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 441
China Seeks Growth To Offset Tariffs | Safeguarding Your Wealth: Inflation Isn't Dead Yet | Instant Insight: The Fed & The Markets | Women & Wealth: Saving The Family Cottage | Warren Buffett's Estate Planning Philosophy | Graphonomics Volume 19 | Investing...
Macro & Market Musings – 12/13/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Macro & Market Musings – 12/6/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 440
Retail Sales Good, But Target Misses Target | Instant Insight: Inflation Trends | The $763,000 Mistake | Graphonomics Volume 19: Available NOW! | Women & Wealth: Saving The Family CottageWeek In ReviewRetail Sales Good, But Target Misses TargetBlack Friday showed...
Macro & Market Musings – 11/29/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 439
Market Moving Indicators Upcoming | Webinar: The Trump Nominees: From The Anti-China Cabinet to the Kitchen Sink | Financial Planning In A Changing Tax World | Instant Insight: Jobs and the Economic Outlook | Graphonomics Volume 19: Available Now!Week In ReviewMarket...
Axiom | Vol 438 – HOLIDAY
Happy Thanksgiving from all of us at Annex Wealth Management! Thank you for letting us be a part of your journey.Week In ReviewNVidia Brings Holiday CheerEarnings season is over - NVidia's big earnings show the growing presence of AI - including in John Deere's new...
Macro & Market Musings – 11/22/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Macro & Market Musings – 11/15/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 437
The Trump Bump | Introducing Macro & Market Musings | Meet HENRY: High Earner, Not Rich Yet | Graphonomics Vol 18: Available NOW! | Dividing Investments | Life Insurance As A Retirement Strategy | Brookfield: Women & WealthWeek In ReviewThe Trump BumpOctober...
Axiom | Vol 436
Money Talk: Election Edition | Tuesday - Politics, Planning, & Portfolios: An Election Impact Review | Graphonomics Volume 18: Available NOW! | Instant Insight: Election Results | Are Roth 401ks The Only Way To Go? | Single Cash Positions | Choosing A President:...
Macro & Market Musings – 11/8/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Macro & Market Musings – 11/1/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 435
The Misery Index And Votes | Wednesday - Instant Insight: Election Results | Growth: Where's The Beef? Inflation: Under Pressure? Policy: Complicity. | Moving Into A Higher Tax Bracket | Alternative Investments | Choosing A President: Potential Impacts On Your...
Macro & Market Musings – 10/25/24
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management's Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 434
Fed Cuts Rates. Interest Rates Rise? | Choosing A President: Potential Impacts On Your Financial Plan | Rolling Over A 401k After Layoff | Selling Investments To Replenish Emergency Fund | Lake Country Join Us For - Destination Retirement: Are We There Yet? | Rich Vs....
