Axiom | Vol 360

Remember & Honor

This Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country.

From all of us at Annex Wealth Management, thank you.

Nvidia’s earnings report was one of the best Annex Wealth Management’s Derek Felske has ever seen. What does the chipmaker’s success mean for the market – and where will rates go now? Derek and Annex President & CEO Dave Spano discuss.

CNBC: A.I. Tools Will Change The Course Of Human History & ‘Profits Will Follow’

Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE, Annex Wealth Management’s Chief Economist, and Keith Fitz-Gerald, principal at the Fitz-Gerald Group, join ‘The Exchange’ to discuss the speed, adoption and breath of A.I., opportunities for investors to buy A.I. stocks, and the timeline for A.I. transformation.

This website may contain copyrighted material the use of which has not been specifically authorized by the copyright owner. This site operates under the assumption that this not-for-profit use on the Web constitutes a “fair use” of the copyrighted material as provided for in Title 17, Chapter 1, Section 107 of the U.S. Copyright Law. If you wish to use this copyrighted material for purposes of your own that go beyond such “fair use,” you must first obtain permission from the original copyright owner.

As a subject matter expert, Brian Jacobsen, Chief Economist at Annex Wealth Management (seen from 2:02 to 3:18) is often interviewed with individuals not affiliated with the firm. Annex Wealth Management does not have control over the content or opinions expressed by these unaffiliated parties.

Annex Wealth Management, LLC is an investment advisor registered with the SEC doing business as Annex Wealth Management® (“Annex”). The information provided should not be relied upon by the viewer as legal or tax advice, or research or investment advice regarding any investment, nor should it be construed as a solicitation or recommendation to purchase or sell any stock, bond, or other security. This site contains excerpts from Annex’s live, unscripted and extemporaneous broadcasts. Considerable efforts are made to provide a balanced presentation and a sound basis for evaluating the content, however, live broadcasts don’t always lend themselves to a full and fair discussion of all the material facts and investor may want to consider before investing. All items on this site have been previewed by a qualified supervisor at Annex to avoid unqualified, promissory, exaggerated, unwarranted, or misleading statements or claims, including promises of specific future returns or projections of investment performance.

BACK TO TOP ↑

Read More

Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | The Early Retirement Checklist | Listen To Us On The Radio!

read more
Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

read more
Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

read more
Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

read more
Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist

read more