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Axiom | Vol 435

Week In Review

The Misery Index And Votes

A disappointing jobs report could be a sign of a softening economy. Will the misery index guide voter attitudes, as it has in the past? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

Wednesday | Instant Insight: Election Results

Join our webinar, where Dr. Brian Jacobsen will take a look at the results of the election and discuss what it means looking ahead.

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Watch

Rich vs. Wealthy: 10 Lessons To Learn From Both

Events

Politics, Planning, & Portfolios: An Election Impact Review

Bring a friend to the Elm Grove Woman’s Club on Tuesday, November 12th for our post-election presentation covering the election results and how it will affect your financial plan and portfolio. We hope to see you there!

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Just For Clients

Get Annex Education On Demand!

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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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...

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Axiom | Vol 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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Whose Name Goes First On A Joint Tax Return?

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.

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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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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