Axiom | Vol 402

photoshop-gif-2023-Axiom-Header-Swoosh_A-Look-At-Whats-Happening

Week In Review

Inflation Pops, Bonds Drop

CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Happy St. Patrick’s Day!

Luck O’ The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover?

Or is it more like being a crafty leprechaun guarding a pot of gold? Dr. Brian Jacobsen discusses.

In Case You Missed It

Is America’s Debt Economic Quicksand? What It Means To Your Financial Plan

If you weren’t able to join our webinar last week with WTMJ’s John Mercure and Annex Wealth Management’s Dave Spano & Tom Parks, the recording is now available on our website!

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Know The Difference Minute

Your Car Has A Big Mouth | Cars Reporting Hard Breaking And More To Interested Parties

Big piece in the New York Times regarding how our cars are reporting bad driving to interested parties. This is the Know The Difference™️ Minute for Wednesday, March 13th brought to you by Dave Spano, President & CEO of Annex Wealth Management.

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Download Graphonomics 10!

In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash

Download now to learn more!

Want a preview from the author? Check it out below:

Visit our Resources & Research page!

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Macro & Market Musings – 5/1/2026

Comments based on information available as of 5:00 am CT on 5/1/2026 Growth: Blitz vs. slog. In the first quarter, the economy was largely propelled...

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.

Axiom | Vol 513

Axiom | Vol 513

Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 402

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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