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.

Read More

Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

read more

Unleash the Power of What's Next

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.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name