In The News

Axiom | Vol 445

Week In Review

Saying farewell to President Jimmy Carter can cause some to recall the challenges our country faced in the 70’s – and the challenges faced by Fed Chairman Paul Volcker. Today’s Fed seems driven to avoid the mistakes of that era. What does that mean for interest rates in 2025? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Update

What The Social Security Fairness Act Means For You

The Social Security Fairness A
ct has been signed into law, affecting nearly 3 million people. What does that mean?

This Week In Events

THURSDAY | Life Happens: Is Your Family Prepared?

Join this Women & Wealth event with special guest Amy Florian of Corgenius. This workshop will help you understand the options, limitations, usefulness, and relevant issues so you and your loved ones can live as fully as possible, no matter what life brings.

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Watch

What Is Cash Flow Modeling?

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Profits From Rental House – Where Should They Go? | HYSA Over $100k – Should It Stay?

Graphonomics

Trade Perspectives | Download Graphonomics Volume 20!

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Podcast

SWOT Podcast

Want to hear more from our team? Check out our SWOT podcast! Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.

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Events

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Axiom | Vol 500

Axiom | Vol 500

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Money & Family: Expert Tips For Awkward Conversations | Instant Insight: Jobs & The Economic Outlook | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings | APPLETON | Saving the Family Farm | Tuesday, February 10

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Axiom | Vol 500

Axiom | Vol 500

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Quarterly Performance Reports Are Available | Estate Planning Basics | February 3 | Advanced Estate Planning | February 18 | Money & Family: Expert Tips For Awkward Conversations | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings

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A Look At What’s Happening
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