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Axiom | Vol 262

Client 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 has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.

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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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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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