Axiom | Vol 349

1. More Signs Rate Increases Are Taking Hold 2. Poll: Should The U.S. Keep DST? 3. Client Exclusive Webinar 4. The First Country To Adopt DST 5. Ask Us A Question! 6. “The two most powerful warriors…” 7. Inside Annex: The Investment Committee

1 | Week In Review

The recent jobs report adds to signs that the Fed is at a crossroads. How much should rates be increased next? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

2 | Poll

Most individuals are familiar with the phrase “Spring Forward, Fall Back” when it comes to Daylight Saving Time (DST).

There have been many conversations regarding whether the United States should still observe DST, with arguments both for and against:

PROs CONs
Longer hours promote safety There are potential health risks
It’s good for the economy DST drops productivity
DST promotes active lifestyles It’s expensive

Source

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3 | Client Exclusive

Client Exclusive Webinar

How do you meet your goals in a changing tax world?

SECURE ACT 1, SECURE ACT 2, pending changes in the tax code…all highlight the importance of tax planning in your financial plan; knowing what you have when all the pieces are aggregated, and addressing strategies to meet your goals in an ever-changing retirement and tax planning world.

Join us for this CLIENT EXCLUSIVE webinar on Thursday, March 23rd at 3 PM CT.  

REGISTER

Don’t forget to check out the Client Center on the Annex website to see what other client-exclusive events are coming up!

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4 | Did You Know?

Germany Was The First Country To Officially Adopt Daylight Saving Time

In 1916, Germany became the first country to make Daylight Saving Time part of their legislation. It was born out of an effort to conserve coal during World War I, and many European countries were quick to follow suit. Daylight Saving Time didn’t arrive to the U.S. until 1918.

More facts about Daylight Saving Time can be found HERE.

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5 | Ask Annex

Ask Us A Question!

6 | Quote of the Week

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7 | What’s Playing

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Axiom | Vol 512

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

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Axiom | Vol 512

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

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Axiom | Vol 512

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

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Axiom | Vol 511

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

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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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