In The News

Axiom | Vol 387

The Powell Pause: Will It Damage Or Refresh The Economy? | HQ Move Communications Coming Your Way! | Have You Seen Any Of Our Billboards When Driving Through Wisconsin? | How Do You Spend Your Holiday Calories? | Available Now! Graphonomics Volume 7

Week In Review

The Powell Pause: Will It Damage Or Refresh The Economy?

How long will the Powell Pause last – and what kind of effect will it have on the economy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Just For Clients

HQ Move Communications Coming Your Way!

Keep an eye on your inbox tomorrow, as Annex will be sending out communication regarding the Elm Grove Headquarters move to Brookfield. No action will be needed, we just want to keep you updated!

Have questions? Reach out to your Wealth Manager or Client Service Manager.

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Have You Seen Any Of Our Billboards When Driving Through Wisconsin?

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Poll Recap

How Do You Spend Your Holiday Calories?

Holidays always seem to provide the opportunity for increased consumption of food and beverages we don’t typically indulge in, and Christmas is probably the most popular holiday to have traditional treats and meals which are only prepared during the season. In addition to there being more types of food to eat around Christmastime, there’s a lot more social gatherings to attend, most having plenty of food and drinks to go around.  

Last week we asked Axiom readers to share how you spend your holiday calories. When things like gingerbread men, sugar cookies, and candy canes exist, it’s not surprising the largest percentage of respondents said Sweets were their treat of choice with 34%. The second most popular response was from those who typically stick to their normal diet during the holidays (27%). We admire your discipline. 

The third, fourth, and fifth most popular choices for calorie consumption were salty and savory, celebratory beverages, and others, respectively.  

Whatever you may choose to eat and drink this holiday season, we hope you’re able to do so in the company of family and friends! 

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Axiom | Vol 509

Axiom | Vol 509

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 509

Axiom | Vol 509

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Before You Raid Your 401(k), Watch This

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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Before You Raid Your 401(k), Watch This

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.

read more

Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

read more

Unleash the Power of What's Next

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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