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.

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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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!

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Axiom | Vol 515

Week In ReviewTough Decisions Ahead For The New Fed ChairA new era of Fed leadership began this week, and while it can be subject to confirmation...

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Axiom | Vol 515

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Axiom | Vol 514

Axiom | Vol 514

Earnings Near Historically High Levels | Read the most recent release from our Investment Team with the following highlights | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | Nearing retirement? Make sure you can see the full picture. | Avoid These Common Required Minimum Distribution (RMD) Mistakes |

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