Axiom | Vol 365

1 | Week In Review

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

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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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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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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