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Axiom | Vol 450

Week In Review

CPI, PPI Hotter Than Expected

CPI, PPI, and Retail Sales all disappointed, but the markets rose. Annex Wealth Management’s Dave Spano and Brian Jacobsen explain why.

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Tariffs And My Portfolio

This Week In Events

THIS WEEK | Destination: Retirement. Are We There Yet?

Do you know your route – and your obstacles – to retirement? Join us in Brookfield for this interactive workshop that’ll teach you how to pull your financial planning goals together.

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What To Ask An Advisor

Know what you own, why you own it, and how much you’re paying for it. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the real questions you should be asking – and that your advisor should be willing to answer.

Coming Up

WOMEN & WEALTH | How Not To Ruin Your Kids With Money

Join the Annex Team & Attorney Mark Shiller as we cover what does and doesn’t work when it comes to leaving your wealth behind.

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Graphonomics

Graphonomics 21!

Three graphs that will help you make sense of the economy. Get yours today!

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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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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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