Axiom | Vol 364

There’s a lot that’s happened over the past seven years, but throughout that time we’ve been delivering the Axiom to subscribers, providing the Annex team’s perspective on what’s happening in the world.  

It’s hard to remember what happened in which year, so we’ve created a short list of what the world looked like in the year the Axiom was created. 

Here are some other things that happened and were going on in 2016: 

• • Barack Obama was president 
  • Spotlight won best picture at the 88th Academy Awards 
  • The Dow Jones posted a 13.6% gain for the year 
  • The giant panda was no longer classified as “endangered” 
  • Andy Murray was Wimbledon champion 
  • Unemployment fell to 4.6% in November, the lowest since the recession 
  • Hamilton took off on Broadway 
  • The Cubs won the World Series, ending a 108-year drought 

Thank you for reading and listening to our team these past seven years! We look forward to continuing to provide you with our insights and knowledge. 

1 | Week In Review

Europe’s Recession Still Hasn’t Reached Our Shores

Stocks closed down after a significant rally, but the US economy still hasn’t suffered the downturn experienced overseas. Will the Fed continue to raise rates in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

2 | Poll

Extra! Extra! Read All About It

In a study conducted by Pew Research Center, Americans were asked their preferred way to consume news across various platforms.

We want to know how you keep up with current events!

Oops! We could not locate your form.

LISTEN TO

The Difference Maker Of The Game

Brewers vs. Diamondbacks | June 19, 2023

Check out the full archive HERE.

3 | Client Exclusive

Smarter Ways To Gift Money To Grandchildren

You want to contribute to your grandchild’s future – but what’s the best way to do it? Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm walks us through some financial gift strategies that go beyond the savings bond, that you may not be aware of.

TD Ameritrade Will Be Reaching Out This Week

If you have accounts open through TD Ameritrade, you will be receiving an Account Transition Notice from them sometime around June 28th. This letter will provide details regarding the transition from TDA to Schwab, including timing and what to expect.

Please keep an eye out for email or physical communications from both Annex and TD Ameritrade this week. If you have any questions, please reach out to your Wealth Manager or Client Service Manager.

5 | Ask Annex

Annex Wealth Management’s Sarah Kyle and Matthew Morzy, CFP® answer several Ask Annex questions.

Do you have a question for Annex Wealth Management? Drop it here.

6 | Quote of the Week