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Axiom | Vol 433

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Week In Review

Fed Might Not Have To Cut Aggressively

As the American economy continues to show signs of strength, the Fed may not have to cut rates as aggressively as once thought. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Choosing A President: Potential Impacts On Your Financial Plan

A look at how election yea
rs have impacted the markets, the economy, and financial planning through modern U.S. History. Download today!

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Top 5 Retirement Regrets According To 70-80 Year-Old Retirees

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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Axiom | Vol 507

Axiom | Vol 507

Macro & Market Musings – 3/20/26

Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both...

Macro & Market Musings – 3/20/26

Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both...

A Closer Look At Roth Conversions

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.

Money Guilt: Practical Ways To Heal & Deal

Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 433

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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