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 →

Want Your Tax Refund On Time? New IRS Requirements You Need To Know

The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds...

Enhanced ACA Subsidies Expired: Impact On Retirees

Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired,...

The Silver Tsunami Explained

The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This...

The Silver Tsunami Explained

The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This...

How To Pay For A Wedding (According To A Financial Expert)

Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of...

NVidia Posts Big Earnings. The Market Yawns. | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | ICYMI | Advanced Estate Planning Concepts | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Nearing retirement? Make sure you can see the full picture. Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.

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

Want Your Tax Refund On Time? New IRS Requirements You Need To Know

Enhanced ACA Subsidies Expired: Impact On Retirees

The Silver Tsunami Explained

The Silver Tsunami Explained

How To Pay For A Wedding (According To A Financial Expert)

Axiom | Vol 504

Unleash the Power of What's Next

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