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Axiom Vol 1

Vol 1

ICYMI:

In case you missed it: What we told the Wall Street Journal about Prince’s estate

“For an artist, whether it’s Picasso or Prince, death has an impact on their body of work. It’s undeniable,” said Richard Behrendt, a former IRS estate tax attorney…” READ MORE

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK:

Election Year Seasonality Peaks

If you observe changes in the markets that take place every year – seasonality – then you’ll be interested to note how markets have behaved differently in election years. Note the historically high months of an election year. Now would be a good time to review your asset allocation.

From www.strategasrp.com

BLOG:

Having a Plan for Market Volatility Can Help You Sleep Better READ MORE

BEST OF OUR RADIO SHOWS:

Everyone Needs A Financial Planner

Annex Wealth Management’s Deanne Phillips and Mark Oswald discuss why everyone needs a Financial Planner.

Lombardi Golf Classic

Annex Wealth Management’s President Dave Spano hosts Money Talk live from the 46th Annual Lombardi Golf Classic. Listen to several interviews including former Packers Mason Crosby and Paul Coffman.

ANNEX TV:

Annex Wealth Management’s Director of Corporate Retirement Plans gives you questions you should be asking your advisor.

Annex Wealth Management, a Registered Investment Advisor, wants you to ask questions. Research your advisor and your options.

There’s a significant difference between

financial advisors. Know The Difference™

Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

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Macro & Market Musings – 4/24/26

Comments based on information available as of 5:15 am CT on 4/24/2026 Growth – False dawn? This upcoming week we will get a first look at first...

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | 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

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...

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.

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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.

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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 1

ICYMI:

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK:

Election Year Seasonality Peaks

BLOG:

Having a Plan for Market Volatility Can Help You Sleep Better READ MORE

BEST OF OUR RADIO SHOWS:

Everyone Needs A Financial Planner

Lombardi Golf Classic

ANNEX TV:

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management