In The News

Axiom | Vol 448

Week In Review

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!

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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

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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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Axiom | Vol 504

Axiom | Vol 504

NVidia Posts Big Earnings. The Market Yawns. | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | ICYMI | Advanced Estate Planning Concepts | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Nearing retirement? Make sure you can see the full picture. Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.

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Axiom | Vol 504

Axiom | Vol 504

NVidia Posts Big Earnings. The Market Yawns. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | THIS WEEK | Moving In Retirement | BROOKFIELD | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Download the 2026 Asset Almanac

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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