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 514

Axiom | Vol 514

Earnings Near Historically High Levels | Read the most recent release from our Investment Team with the following highlights | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | Nearing retirement? Make sure you can see the full picture. | Avoid These Common Required Minimum Distribution (RMD) Mistakes |

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Axiom | Vol 514

Axiom | Vol 514

Earnings Near Historically High Levels | THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD | Fee-only, fiduciary advice wherever you are on your journey. | Read the most recent release from our Investment Team with the following highlights: | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Avoid These Common Required Minimum Distribution (RMD) Mistakes | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist

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Axiom | Vol 514

Axiom | Vol 514

Earnings Near Historically High Levels | THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD | Fee-only, fiduciary advice wherever you are on your journey. | Read the most recent release from our Investment Team with the following highlights: | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Avoid These Common Required Minimum Distribution (RMD) Mistakes | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

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