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Axiom | Vol 421

Week In Review

Market Rates Vs. Federal Reserve Rate

GDP and PCE reports are out, and the inverted yield curve is starting to change. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Something Fun

Our Interns Have A Podcast!

We’ve had six interns hard at work at Annex this summer across six different departments, and during their time with us they’ve created “The Intern Survival Guide” – a podcast where they discuss how they navigate the professional world, as
well as interview veterans in the workforce (members of the Annex team)! Have a listen to hear from their perspective.

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Events

Instant Insight Series

Learn from Dr. Brian Jacobsen what the upcoming data and information releases mean for you.

WEDNESDAY | Instant Insight: The Fed & The Markets

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FRIDAY | Instant Insight: Jobs & The Economic Outlook

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Investing My Social Security | Penny Stocks For A Quick Hit

Graphonomics

Graphonomics 14 Is Available! Special Q&A Edition with Brian Jacobsen & Danny Clayton

In this version, Graphonomics covers 1. Growth: Back Into Balance? 2. Inflation: Tracking Towards Target. 3. Policy: Cuts On The Horizon. 4. Back To Normal?

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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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!

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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!

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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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.

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