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Axiom | Vol 414

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

Week In Review

Will We See A Rate Cut In 2024?

Typically, the US Federal Reserve leads the way when it comes to rate cut or rate hike decisions. But both the ECB and Bank of Canada have made a cautious choice. Will the Fed follow suit? If so, when? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Annex University: 8 Tips To Smarter Charitable Giving

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Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire

In Case You Missed It

Recording Available! Education Planning | Understanding 529 Plans & New Options

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We will also discuss the new rules around Roths and 529s.

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Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.

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Macro & Market Musings – 2/20/26

Comments based on information available as of 6:00 am CT on 2/20/2026 Growth: A Broadening, but Stumbling, Bull The US economy continues to defy...

Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

Axiom | Vol 502

Axiom | Vol 502

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 414

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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