The Annex Wealth Management Axiom Archive
Our Latest Insights
Macro & Market Musings – 5/16/25
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 – 5/9/25
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 462
Waiting On New Tone With China | Happy Mother's Day! | 7 Retirement Planning Mistakes You Make In Your 50's | What's a Restricted Stock Unit? | Women & Wealth: Women's Guide To Financial Self-Defense | Wealth Prompt: Trump's First 100 Days | Instant Insight:...
Macro & Market Musings – 5/2/25
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 461
Earnings Reports, A McRecession, & Rate Cuts | Spring Cleaning: Declutter Your Portfolio - Part 2 | Mequon - Women & Wealth: An Evening Of Passion Assets & Wine Tasting | Brookfield: Moving In Retirement | Webinar: Instant Insight | Navigating The Markets...
Macro & Market Musings – 4/25/25
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 460
Beige Book Flashes Warning Sign | This Week: Annuity Workshop | Spring Cleaning: Declutter Your Portfolio Part 1 | Leaving Money For My Kids | Chasing Higher Yields | Strategic Bitcoin Reserve | High Speed, Low Drag: Annex Private Client's Streamlined Efficiency |...
Macro & Market Musings – 4/17/25
Comments based on information available as of 9:30am CT on 4/17/2025 Growth: A Sprint Before The Stumble U.S. retail sale leapt 1.4% in March, powered by motor‑vehicle purchases (+5.3%) and broad front‑loading ahead of 25% auto tariffs and higher levies on other...
Axiom | Vol 459 | Easter
Powell's Words Cause Trump Tough Talk | Happy Easter from Annex Wealth Management! | Poll Recap: How Did You Fare In The Retirement Transition Game?Week In ReviewPowell’s Words Cause Trump Tough TalkThe markets didn’t respond well to Fed Chair Powell’s comments on...
Milwaukee Journal Sentinel: Here’s what some local economists say about what’s been going on with the stock market
Here's what some local economists say about what's been going on with the stock market In The News | April 15, 2025 Milwaukee Journal Sentinel First tariffs were placed on dozens of countries and the stock market reacted poorly. Then President Donald Trump said...
Axiom | Vol 458
Big Swings & Backtracking | Tariffs: How They Could Affect Your Portfolio | Latest Episode: Donor Advised Funds Pt. 1 | This Week In Events | Roth Conversion Ladders, Mitigating Risk With Investing, Rebalancing 401ks | Dimensions Of DiversificationWeek In...
Macro & Market Musings – 4/11/25
Comments based on information available as of 7:30am CT on 4/10/2025 Growth: Not Whether, But How Much? A week ago, the market seemed to be pricing in a near certainty of there being a recession. Now, the market seems to be pricing in merely a fear of a recession....
Axiom | Vol 457
Markets Trying To Understand What's Next | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | This Week In Events | 401k Use Hits New High | Read The Annex Asset Almanac!Week In ReviewMarkets Trying To Understand What’s...
Macro & Market Musings – 4/4/25
Comments based on information available as of 7:30am CT on 3/28/2025 Growth: April Showers Bring May Flowers? Many were hoping that tariff announcements would bring clarity. Instead, the outlook is much cloudier. Will April showers bring May flowers? That's the great...
Wall Street Journal: Data-Hungry Investors Dive Deep for Economic Clues
Data-Hungry Investors Dive Deep for Economic Clues In The News | March 23, 2025 Wall Street Journal Anxiety about the U.S. economy is prompting traders to scour every economic report for nuggets of fresh information, at times diving into data they used to...
Macro & Market Musings – 3/28/25
Comments based on information available as of 7:30am CT on 3/28/2025 Growth: Starting On A Strong Foot, But Will It End That Way? Fourth quarter economic data and earnings releases showed businesses came into the year on a strong foot. Despite that, there has been a...
Axiom | Vol 456
Is That Stagflation Ahead? | Q2 Portfolio Roadmap | Asset Rich, Cash Poor: Unlocking Wealth | 23andMe Bankruptcy: Delete Your Data Before It's Sold | Brookfield: Saving The Family Cottage | Consolidating Retirement Accounts | Target Date Fund Nearing Retirement | Read...
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...
