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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 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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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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Axiom | Vol 512

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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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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