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Axiom | Vol 262

Axiom | Vol 262

Happy Birthday, America. This One’s For You. | Are You Participating In The 4th Of July Weekend “Revenge Travel” Madness?

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On a day so often filled with parties, fireworks, and sweet treats, it can be easy to overlook why we celebrate every year. The Fourth of July marks a day in our shared history when we as a nation, as one voice, stood up to those who we knew were unjust, and declared: enough.

We claimed that we as a nation had rights and we fought for the ability to pursue freedoms for ourselves: freedom of speech, freedom of religion, freedom to assemble, and the freedom to pursue your dreams. Freedoms that are still protected today.

This is a day to reflect on all that has been fought for, sacrificed, and won in the name of this great nation. We are a nation that has the ability to stand on its own, a country that is made of dreams and doers, and a people with a spirit that is strong, determined, and proud.

Happy Birthday, America. This one’s for you.

We hope that you enjoy your holiday!

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AAA described current conditions as “Revenge Travel” because this post-covid 4th of July weekend was predicted to have the highest travel volume… ever.

Poll: Are You Participating In The 4th Of July Weekend “Revenge Travel” Madness?

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Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.

Each week, we provide links to register for upcoming events.

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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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Axiom | Vol 506

Axiom | Vol 506

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 506

Axiom | Vol 506

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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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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