In The News
Our Latest Insights
Latest Article
Axiom | Vol 511
From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential
Axiom | Vol 511
From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential
Macro & Market Musings – 4/17/26
Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but telling signal that the era of aggressive price hikes is hitting a wall.* After years of relying on pricing to offset...
What Is Direct Indexing?
Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.
Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
CNBC: Hormuz blockade could deepen world’s worst energy crisis — and risk a dangerous misstep
Tanker traffic through the strait ground to a halt again within hours of Trump’s announcement. | The blockade risks drawing ire from countries buying Iranian oil, including China and India. | Analysts said the blockade could be a negotiating tactic, but warned of the risk of escalation and legal challenges.
Axiom | Vol 510
Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!
Macro & Market Musings – 4/10/26
Comments based on information available as of 6:00 am CT on 4/3/2026 Growth: Running on Fumes? February's personal income and outlays data raised an uncomfortable question about how much fuel the U.S. consumer really has left in the tank. Personal income fell in...
Blog Archive
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
Sign Up For The Axiom®