Axiom | Vol 415

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

Week In Review

CPI Cools – What Does That Mean For Prices?

This week’s CPI report showed zero month over month growth, but what has the change been year over year? Will reduced inflation mean prices will fall? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Annex University: 8 Tips To Smarter Charitable Giving

Many of us would like to leave a lasting legacy on our world, our community, and our family.

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Testimonial

Meet Anne & Brad

Anne & Brad explain how Annex Wealth Management provided the insight, guidance and planning they needed.

We want to hear your story! Reach out to ma*******@*********th.com if you want to share your Annex experience.

Wealth Prompt:

Inflation

Overreacting to inflation is common. Focus on what you can control.

Just Announced

WEBINAR | 7/10/2024 | Annex University: Social Security Basics

Social Security is a milestone – you’ve worked hard to get here!

Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts.

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Events & Webinars

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

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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 415

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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