In The News

Poll Recap: Have You Started Your Holiday Shopping?

Fueled by changes in customer preferences and economic situations, as well as a global pandemic, holiday shopping will be quite different this year. Retailers will need to make adjustments to best serve their customers and find success, and consumers will need to factor this into their holiday shopping plans. 

According to our latest poll on the blog and on LinkedIn, most respondents said that they were waiting to start their holiday shopping despite retail changes due to the pandemic, election, national shipping delays, and various economic situations. Most retailers such as a Amazon, Home Depot, and Target will be having early Black Friday deals this year to potentially help with customer needs and retail success. 

There was a small group of respondents that said that they started their holiday shopping months ago, which could be beneficial in the long-run. Retail industry experts expect product delays, shortages, and a large amount of out of stock items this year. Some retailers are keeping these potential problems in mind – Amazon will hire over 100,000 seasonal employees and FedEx will hire around 70,000 delivery drivers to help with demand. 

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24 | One Big Beautiful Bill Act Planning Tactics | Download Today! | A Closer Look At Roth Conversions | Listen To The Annex Wealth Management SWOT Podcast! | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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A Closer Look At Roth Conversions

A Closer Look At Roth Conversions

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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