In The News

Axiom | Axiom Vol 233

Week In Review

Markets Ignore Disappointing Job Report And Continue To Roll

 

Markets tend to look forward – and at this point, they’re looking past a soft jobs report and some whispers that December’s jobs report may be worse. At this moment, whether the Senate ends up in GOP or Democratic hands, the markets see a strong future. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

 

 

ICYMI: We Give Thanks

 

 

Poll

Do You Have A Year-End Tax Planning Strategy?

 

 

MoneyDo

How To Hire An Estate Planning Attorney

 

 

Know The Difference Minute

Holiday Shopping Prediction

 

According to The National Retail Federation, retail sales could grow despite the pandemic with a potential increase up to 5.2% that could hit $755 billion.

 

 

Money Talk Minute

Dow Crosses 30,000

 

An historical moment – The Dow Jones Industrial Average crossed 30,000 for the first time ever.

 

 

Money Talk Minute

Black Friday E-commerce Sets Record. Will Cyber Monday?

 

While brick-and-mortar traffic was down on Black Friday, e-commerce was up over 20% to over $9 billion. Cyber Monday could be the largest sales day in US history with estimated spending as high as $12.7 billion.

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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!

read more
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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