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 511

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

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Axiom | Vol 511

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

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What Is Direct Indexing?

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

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Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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