Axiom | Vol 444

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

Week In Review

Impact of Debt Ceiling On Rates & The Dollar

This week saw more non-economic events touch the markets. A split in policy between the Fed and ECB has affected the dollar, and what happens to the dollar if we hit the debt ceiling? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Planning for 2025

Roth Conversions: What You Need To Know

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Navigating The Markets | Webinar

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Moving In Retirement | In-Person

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Instant Insight: Jobs & The Economic Outlook | Webinar

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Picks and Shovels | Reporting Cash To The IRS | Defense Stocks

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Safeguarding Your Wealth: Inflation Isn’t Dead Yet

Inflation is personal. Read Annex Wealth Management’s thoughts on how to safeguard your assets from higher rates and how to understand what you hear from the Fed.

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Macro & Market Musings – 5/1/2026

Comments based on information available as of 5:00 am CT on 5/1/2026 Growth: Blitz vs. slog. In the first quarter, the economy was largely propelled...

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

Axiom | Vol 513

Axiom | Vol 513

Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 444

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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