In The News

Axiom | Vol 408

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

Week In Review

Financial News: The Good, The Bad, & The Ugly

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive S&P 500 earnings reports, some slowing economic numbers and treasury auctions.

What’s Playing

Retirement Planning For Gen X

Ask Annex

Ask Annex: Spousal Social Security Benefits | Comparing EPS Across Companies | 60/40 Back In Fashion

Events

This Week: Webinar | Understand Your WRS Pension Potential

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?

Join us April 30th as Annex Wealth Management’s Eric Strom and WTMJ’s Steve Scaffidi walk through how to look at your statement and answer your questions.

Register →

Visit our Resources & Research page!

Explore →

Download

Graphonomics 11 Now Available!

In this version, Graphonomics focuses on 1) Growth: A New Dawn 2) Inflation: Dispersion More Than Inflation 3) Policy: When Doves Cry

Download now to learn more!

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

← Previous Post Next Post →

Axiom | Vol 507

Axiom | Vol 507

Macro & Market Musings – 3/20/26

Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both...

Macro & Market Musings – 3/20/26

Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both...

A Closer Look At Roth Conversions

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.

Money Guilt: Practical Ways To Heal & Deal

Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

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.

Get Started

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 408

Read More

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