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Axiom | Vol 448

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.

Graphonomics

New Chapter, Same Story. Download Graphonomics 21.

Three graphs that will help you make sense of the economy. Available NOW!

DOWNLOAD ↓

Events

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

Events

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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Axiom | Vol 514

Axiom | Vol 514

Earnings Near Historically High Levels | Read the most recent release from our Investment Team with the following highlights | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | Nearing retirement? Make sure you can see the full picture. | Avoid These Common Required Minimum Distribution (RMD) Mistakes |

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Axiom | Vol 514

Axiom | Vol 514

Earnings Near Historically High Levels | THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD | Fee-only, fiduciary advice wherever you are on your journey. | Read the most recent release from our Investment Team with the following highlights: | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Avoid These Common Required Minimum Distribution (RMD) Mistakes | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

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.

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