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Axiom | Vol 448

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Week In Review

Chinese AI Announcement Rocks Markets

Tech stumbled this week on news that the Chinese may have developed a far more efficient AI tool. Meanwhile, the Fed indicated it may not touch rates. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Upcoming Workshop: Financial Planning In A Changing Tax World

There are TWO opportunities to join us for this workshop that highlights the importance of tax planning in an ever-changing world.

MEQUON | February 5

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BROOKFIELD | February 10

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Short-Term Vs. Long-Term Investments | Getting Grandchildren Investing

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7 Retirement Questions You Should Answer “Yes” To

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BROOKFIELD | What Women Need To Know About Divorce

Annex brings together family law attorneys, financial planners, counselors, and real estate specialists in an interactive, informative workshop for women to empower them to make the best decisions for themselves and their family during this time.

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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.

Axiom | Vol 507

Axiom | Vol 507

Axiom | Vol 507

Macro & Market Musings – 3/20/26

Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both...

A Closer Look At Roth Conversions

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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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 448

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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