In The News

Axiom | Vol 387

The Powell Pause: Will It Damage Or Refresh The Economy? | Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans? | How Do You Spend Your Holiday Calories? | 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.

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Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans?

Poll Recap

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 508

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 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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Whose Name Goes First On A Joint Tax Return?

Whose Name Goes First On A Joint Tax Return?

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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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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