In The News

Axiom | Vol 422

Week In Review

A disappointing jobs report, market rates coming down, and the inverted yield curve starting to un-invert. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Graphonomics

Graphonomics Volume 15 Is Out!

Trying to understand what’s happening in the news? Will current financial trends impact your money and financial plan? You’re not alone. Nearly everyone is trying to make sense of what’s happening and how it impacts our lives.

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Events

THIS MONTH: Annex + WTMJ Webinars

In this two-part series, presenters from WTMJ and Annex Wealth Management will take a look at how the sunset of the Tax Cut and Jobs Act might affect the markets & economy.

August 15 – Tax Cuts Scheduled To End In 2025: What It Means To Investors

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August 22 – Tax Cuts Scheduled To End In 2025: What It Means To Your Plan

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Reducing 401(k) Contributions | Largest US Companies And The S&P 500

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Axiom | Vol 504

Axiom | Vol 504

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.

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Axiom | Vol 504

Axiom | Vol 504

NVidia Posts Big Earnings. The Market Yawns. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | THIS WEEK | Moving In Retirement | BROOKFIELD | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Download the 2026 Asset Almanac

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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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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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A Look At What’s Happening
From Annex Wealth Management

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