In The News

Axiom | Vol 434

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

Week In Review

Fed Cuts Rates. Interest Rates Rise?

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.

In Case You Missed It

Politics, Planning, & Portfolios: An Election Impact Preview

Thank you to everyone who joined us at the Elm Grove Woman’s Club last Wednesday for an evening of discussion surrounding the upcoming election! If you liked what you heard, or weren’t able to attend this event, we have a post-election event planned for Tuesday, November 12th at the same location. We hope you can attend!

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Visit the Client Center to view on-demand recordings of common topics, from Estate Planning Basics to Understanding 529 Plans, and more!

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Wealth Prompt: Consumer Sentiment vs. The Market

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Does The Corporate Transparency Act Apply To You?

There’s a deadline coming up – read what we have to say about it!

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

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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

Axiom | Vol 434

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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