In The News

Axiom | Vol 434

Week In Review

Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. 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 years have impacted the markets, the economy, and financial planning through modern U.S. History. Download today!

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Rolling Over A 401(k) After Layoff | Selling Investments To Replenish Emergency Fund

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Lake Country! | Joins Us For Destination Retirement: Are We There Yet?

Are you on the cusp of retirement, but not sure of what you don’t know or how all your pieces fit together?

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Rich vs. Wealthy: 10 Lessons To Learn From Both

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 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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A Look At What’s Happening
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