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?

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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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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 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