In The News

Poll Recap: In Which Season Do You Spend The Most Money?

Do you anticipate spending more during the Summer months (June, July, August) when compared to other individual seasons including Fall, Winter, and Spring?

A recent study asked 1,000 Americans that question, and 43 percent answered “yes.” 48 percent answered “no.” Which made us wonder what our Axiom readers thought.

We asked Axiom readers in what season they spent the most money: 46 percent of you answered that “winter” was your big spending season. When asked what your second big spending season was, 32 percent of you named “summer.”

Many of us would agree on the winter wallet drain, considering all the presents we buy to celebrate the holidays. But winter also includes all of our resolutions and resulting purchases – like that gym membership you stopped using in March, and that expensive organic food you started buying in January.

Now that we’ve officially entered fall, it may be time to review your financial plan and rebalance your portfolio. If you need help, give us a call to make sure you’re ready for winter – and the many seasons that lie ahead.

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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