In The News

Axiom | Vol 432

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

Week In Review

Powell’s Powers Of Persuasion

The devastation from two massive natural events is still being measured. How has it affected the markets and industries that deal with hurricanes? Meanwhile, Chairman Powell avoided an atypical mutiny. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

THIS WEEK | Year-End Tax Planning: Prioritizing Your To-Do List For 2024

Join our webinar where Dave Spano, Vince Vitrano, and
Eric Strom discuss what items need the most attention as the end of the year gets closer.

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Brand New US Marine. What’s A Safe Path Forward?

Graphonomics

Get Graphonomics Volume 17!

In this version, Graphonomics focuses on 1) Election Rallies: Fact or Myth? 2) Post Election: Value & Growth Investments 3) When Different Parties Win.

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Events

See Us At The Pfister! | Passion Assets

Do you have a transition plan for your antiques and collectibles? Join speakers from Annex Wealth Management, Mahler Sotheby’s International Realty, and Hindman Auctions as they present on this informational topic.

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Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

Axiom | Vol 508

Macro & Market Musings – 3/27/26

Comments based on information available as of 5:30 am CT on 3/27/2026 Growth – Less Margin for Error After a strong second and third quarter last...

Macro & Market Musings – 3/27/26

Comments based on information available as of 5:30 am CT on 3/27/2026 Growth – Less Margin for Error After a strong second and third quarter last...

Whose Name Goes First On A Joint Tax Return?

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

Axiom | Vol 507

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.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 432

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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