In The News

Axiom | Vol 445

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

Week In Review

Fed Tries Not To Repeat The Past

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?

Ask Annex

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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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 509

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Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

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...

Yahoo Finance: 2 reasons this strategist is bullish on the financials sector

Annex Wealth Management chief economic strategist Brian Jacobsen outlines the top reasons he’s bullish on the financials sector (XLF) lately.

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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 445

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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