In The News

Axiom | Vol 365

1 | Week In Review

Where The Magnificent 7 Are Leading Us

Improved economic data seems to be showing the beginning of a bigger bull – but is growth spread past the “Magnificent 7” stocks? Annex Wealth Management’s Mark Beck and Derek Felske discuss.

2 | Happy Birthday America

Celebrating Independence Day

Annex Wealth Management’s Dave Spano honors Independence Day with his thoughts on what makes America great.

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3 | Did You Know?

Info On The TD Ameritrade – Schwab Merger Is Now On Annex’s Client Center

If you have accounts open through TD Ameritrade and would like to reference the communications you’ve received from Annex without having to dig through your email, you can visit the Client Center on our website where all correspondence is now housed.

You can get to this information via the home page of the Client Center, or by clicking here!

If you still find you have questions, please reach out to your Wealth Manager or Client Service Manager.

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4 | Quote of the Week

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Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

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Yahoo Finance: 2 reasons this strategist is bullish on the financials sector

Annex Wealth Management chief economic strategist Brian Jacobsen outlines the top reasons he’s bullish on the financials sector (XLF) lately.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 365

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Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management