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Axiom | Vol 281

Axiom | Vol 281NASDAQ Hits Record High – But Inflation Likely Will Be Sticky Meet The Axiom®'s Guest Editor: Amy Kiiskila, JD, CFP®, CPA, CLU®Hi! I’m Amy Kiiskila, a Wealth Manager here at Annex. Over the past 25...

Axiom | Vol 280

Axiom | Vol 280A Good Earnings Season, Inflation And Consumer Sentiment, And Moves By The Fed Meet The Axiom®'s Guest Editor: Jeff Stanich, CFP®I am Jeff Stanich, CFP®, Wealth Manager for Annex Wealth Management...

Axiom | Vol 279

Axiom | Vol 279Excellent Jobs Report Encourages Markets Meet The Axiom®'s Guest Editor: Mark Strey, CFP®, CMFC®I’m Mark Strey, a Wealth Manager, CFP®, on the Annex Wealth Management team. In addition to meeting...

Axiom | Vol 278

Axiom | Vol 278Markets Finish Off Another Great Month As Inflation Rises Meet The Axiom®'s Guest Editor: Nikki TrudellI’m Nikki Trudell, and I am a Client Service Manager at Annex Wealth Management.  My role...

Axiom | Vol 277

Axiom | Vol 277Fed Moves From Defining Inflation As "Transitory"Meet The Axiom®'s Guest Editor: Brandon Arps, CFP®I’m Brandon Arps, a Wealth Manager at Annex.  I meet with individuals and families that are both...

Axiom | Vol 276

Axiom | Vol 276Inflation And The Global Supply ChainMeet The Axiom®'s Guest Editor: Jackie SklenarHello! I’m Jackie Sklenar. I have worked in the financial industry for over 30 years and thoroughly enjoy working...

Axiom | Vol 275

Axiom | Vol 275Low Jobs Number Puzzles Some Analysts As Earnings Season LoomsMeet The Axiom®'s Guest Editor: Rick Kula, CFP®I’m Rick Kula, one of the Wealth Managers and CFP® professionals with Annex Wealth...

Axiom | Vol 274

Axiom | Vol 274Rough September Still Finds US Markets Ahead Of InternationalsMeet The Axiom®'s Guest Editor: Mark BeckI’m Mark Beck, Managing Director of Wealth Management Services and host of The Annex Wealth...

Axiom | Vol 273

Axiom | Vol 273Analysts Change Forecasts As Inflation Appears Less TransitoryMeet The Axiom®'s Guest Editor: Joseph Maller, CPAI’m Joseph Maller, Director of Tax with Annex Tax Services. The tax services team...

How Inflation Is Impacted By Excess Reserves

August 1, 2021 Quarterly Review & Outlook By Todd VoitThe EconomyA Pressing QuestionThe economy and market operate on two different cycles. Keep in mind that for the past 100 years, the market has almost always been a barometer of what’s going on below the...

Axiom | Vol 272

Axiom | Vol 272What are factors that affect inflation? What are some signs I should look for to anticipate inflation? | Quadruple Witching Caps 2 Down Weeks - But Markets Show Signs Of LifeMeet The Axiom®'s Guest...

Axiom | Vol 271

Axiom | Vol 271How Transitory Is Inflation?Meet The Axiom®'s Guest Editor: Suzy Lopez, CFP®I’m Suzy Lopez, a Wealth Manager at Annex and I meet with Annex clients to review their investments and financial plan...

Axiom | Vol 270

Axiom | Vol 270August Markets Positive While Fed Likely Delays TaperingMeet The Axiom®'s Guest Editor: Derek V.W. Felske, CFA®Hello, I’m Derek Felske, Chief Investment Officer at Annex Wealth Management.  I’m...

Axiom | Vol 269

Axiom | Vol 269Powell’s Dovish Comments Help Make The Case For EquitiesMeet The Axiom®'s Guest Editor: Tom Berkholtz, CFP®My name is Tom Berkholtz, and I am a Financial Planning Specialist at Annex Wealth...

Axiom | Vol 268

Axiom | Vol 268World Events, Stocks Showing Volatility, & Delta Are Top Of MindMeet The Axiom®'s Guest Editor: David G. Batten, CFP®, CIMA®, CRPS®I’m David Batten, one of the Wealth Managers here at Annex...

Axiom | Vol 267

Axiom | Vol 267Stellar Financial Climate Causes Some To Increase Year-End TargetsMeet The Axiom®'s Guest Editor: Mike VenturiniHi! My name is Mike Venturini. I’m part of the team here at Annex. My role as Wealth...

Axiom | Vol 266

Axiom | Vol 266Fear & Greed Still Leans Fear As Markets Continue Climb | August Is National Make A Will MonthMeet The Axiom®'s Guest Editor: Bryan Fiore, CRPC®, CSRIC™I am Bryan Fiore, Wealth Manager and...

Axiom | Vol 265

Axiom | Vol 265Market Reacts To Delta VariantMeet The Axiom®'s Guest Editor: Trevor NargisHi, I’m Trevor Nargis and I’m on Annex’s Investment Management Team. I’m involved with the day-to-day management and...

Axiom | Vol 264

Axiom | Vol 264Growth Of FAANG Stocks Helps Mask Some Selling ActivityMeet The Axiom®'s Guest Editor: Cathy LangeHi, I’m Cathy Lange, a Compliance Specialist at Annex Wealth Management. My role involves reviewing...

Axiom | Vol 263

Axiom | Vol 263Markets Stay Hot As 10 Year DropsMeet The Axiom®'s Guest Editor: Jason Ganiere, CFP®Hello, I’m Jason Ganiere, a Wealth Manager at Annex Wealth Management. I have been with Annex since 2013 and...

Axiom | Vol 262

Axiom | Vol 262Happy Birthday, America. This One's For You. | Are You Participating In The 4th Of July Weekend "Revenge Travel" Madness?On a day so often filled with parties, fireworks, and sweet treats, it can...

Axiom | Vol 261

Axiom | Vol 261Does The Bond Market Believe Our Current Economic Conditions Will Persist?Meet The Axiom®'s Guest Editor: Brandon Lehman, CFP®I’m Brandon Lehman, Annex Wealth Management's Director of Branch...

Axiom | Vol 260

Axiom | Vol 260Happy Father's Day! | FOMC Governors Note Inflation Rising - But Are Markets Overreacting?Meet The Axiom®'s Guest Editor: Keith Butler, JDI’m Keith Butler, a Wealth Manager at Annex Wealth...

Axiom | Vol 259

Axiom | Vol 259Bond Yields Fuel Turn To Growth. Can Equity Markets Continue The Rest Of 2021? | May Private Job Growth Blows Past EstimatesMeet The Axiom®'s Guest Editor: Michael Murtos, CFP®I’m Mike Murtos,...

Axiom | Vol 258

Axiom | Vol 258As Economy Continues To Grow, Can The Fed Continue Quantitative Easing? | High Prices & Low Supply May Be Cooling Housing BoomMeet The Axiom®'s Guest Editor: Patricia Tobin, CFP®Hello! My name...

Axiom | Vol 257

Axiom | Vol 257Markets Up Going Into June - An Historically Weak Month | Elon Musk’s Diamond Hands Emoji Tweet Impacts MarketsMeet The Axiom®'s Guest Editor: Todd Voit, PhDI’m Todd Voit, Annex Wealth Management’s...

Axiom | Vol 256

Axiom | Vol 256Markets Show Volatility As Fed Ponders Tapering | Colonial Pipeline Pays $5M Ransom Meet The Axiom®'s Guest Editor: Matthew Krenke, CFP®, CHFC®, CASL®I’m Matthew Krenke, CFP® - Wealth Manager at...

Axiom | Vol 255

Axiom | Vol 255CPI Climbs – What Does The Fed Think? | Employers Have Open Jobs. Why Aren't They Being Filled? | New Home Prices Increase Due To Lumber ShortageMeet The Axiom®'s Guest Editor: Mark PentI’m Mark...

Axiom | Vol 254

Axiom | Vol 254Featured: Meet The Axiom’s Guest Editor: Naomi Ackley | Happy Mother's Day! | Inside: Markets Shake Off A Big Jobs Miss | Poll Recap: What will cost you less in the Covid recovery economy?| Perlick: An American Original | MoneyDo: Review Your Retirement...

Economic and Market Outlook Letter

Todd Voit, PhD Chief Investment Strategist ________________________________________Quarterly RecapThe first quarter of 2021 saw the year-end rally continue but not without hitting a soft patch. The first quarter of 2021 saw the long-awaited rotation from growth into...

Axiom | Vol 253

Axiom | Vol 253Featured: Meet The Axiom’s Guest Editor: Jeremy Lee | Inside: Earnings Season Shows An Economy Getting Hotter - Will The Fed Step In? | Poll: Can You Guess Which 3 Things Will Cost You Less In The Covid Recovery Economy? | MoneyDo: Business Owner...

Axiom | Vol 252

Axiom | Vol 252Featured: Meet The Axiom’s Guest Editor: Deanne Phillips, CFP®, CDFA® | Inside: Economy Shows Continued Signs Of Strength - Are Buybacks Coming? | Poll Recap: Do You Think Bitcoin Is A Bubble? | MoneyDo: Know That You Own - International Equities | Ask...

Axiom | Vol 251

Axiom | Vol 251Featured: Meet The Axiom’s Guest Editor: Matthew Morzy, CFP®  | Inside: Markets, Fed See An Economy Ready To Come Back | Poll: Do You Think Bitcoin Is A Bubble? | MoneyDo: Make Sure You Have Core Estate Planning Documents | Ask Annex: Are There Any...

Axiom | Vol 250

Axiom | Vol 250Featured: Meet The Axiom’s Guest Editor: Noi Sayaovong | Inside: Could Rising Rates Bring The End Of TINA? | Poll Recap: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? | MoneyDo: Review What You're Actually...

Axiom | Vol 249

Axiom | Vol 249Featured: Happy Easter from all of us at Annex Wealth Management! | A Brighter Employment Picture | Mostly Good News About Air Travel. Except For The Fares | What's An ERISA Fidelity Bond? What's ERISA Fiduciary Insurance?[gravityform id="253"...

Axiom | Vol 248

Axiom | Vol 248Featured: Meet The Axiom’s Guest Editor: Randy Winkler, CFP® | Inside: Markets Reflect An Incredible Comeback - But Will Higher Taxes Affect Earnings? | Poll: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? |...

Axiom | Vol 247

Axiom | Vol 247Featured: Meet The Axiom's Guest Editor: Eric Strom, CFP® | Inside: One Year Later, The Economy Is Rebounding - How Will It Navigate Crosscurrents? | Poll Recap: Did You Play More Golf Than Last Year? | MoneyDo: Consider If You Need Life Insurance. If...

Axiom | Vol 246

Axiom | Vol 246FEATURED FLASHBACK: 1 Year Ago - ‘Stick with your plan’: Annex Wealth Management’s Dave Spano advises to stay the course in COVID-19 related market volatility | Meet The Axiom's Guest Editor: Ken Symes | Inside: Stimulus Liquidity Drives Markets Higher...

Axiom | Vol 245

Axiom | Vol 245FEATURED: Meet The Axiom's Guest Editor: Jack Hauser | Inside: Interest Rates May Continue To Rise - Which Could Mean More Volatility | Poll Recap: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Review & Optimize...

Axiom | Vol 244

Axiom | Vol 244FEATURED: Meet The Axiom's Guest Editor: Denis Johnson | Inside: The Dow Closes Down As Markets Pay Attention To Interest Rates | Poll: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Early Retirees: Consider How To...

Axiom | Vol 243

Axiom | Vol 243FEATURED: Meet The Axiom's Guest Editor: Jill Martin | Inside: Markets Overcome Correction Fears - This Time  | Poll Recap: Are You Using Grocery Delivery Services More Than You Did A Year Ago? |...

Axiom | Vol 242

Axiom | Vol 242FEATURED: Meet The Axiom's Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets - A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery Service More Than You Did A Year Ago? | MoneyDo: Discover What...

MoneyDo: Discover What Probate Is & When It’s Needed

Discover What Probate Is & When It's Needed   Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...

Ask Annex | Do You Have A Reference Guide For Taxes?

Do You Have A Reference Guide For Taxes? Our tax reference guide is one of Annex Wealth Management's most popular annual publications. In it, we provide tables of Federal tax rates for various circumstances, from Head of Household to C Corporations. If you have...

MoneyDo: Get Organized For Income Taxes

Get Organized For Income Taxes   You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...