Axiom | Vol 451

photoshop-gif-2023-Axiom-Header-Swoosh_A-Look-At-Whats-Happening

Week In Review

Broad Earnings Beat Expectations

What will tariffs – or the threat of tariffs mean to the markets? Q1 Earnings season beat expectations. Was it just the Magnificent 7 again? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Watch

Estate Planning For Blended Families

Ask Annex

Annex Investment Team Evaluating Risks & Rewards | Custodial IRAs

Estate Planning

Top Things To Consider During The Estate Planning Process

Estate planning can be summarized as the “four R’s”: getting the Right Property to the Right People at the Right Time and in the Right Way.

In this segment with Amy Kiiskila, Director of Wealth Strategy, she discusses what you need to consider as you begin the Estate Planning Process, between identifying beneficiaries, the complexities of estate planning, method for leaving assets, and trust management and distribution.

Graphonomics

Graphonomics 21!

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

DOWNLOAD ↓

Succession Planning

Are you selling a business, or know someone who is?

Check out these Annex resources:

EXPLORE →

Get Started With Annex

START →

Events

EXPLORE →

← Previous Post Next Post →

Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

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!

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Macro & Market Musings – 4/24/26

Comments based on information available as of 5:15 am CT on 4/24/2026 Growth – False dawn? This upcoming week we will get a first look at first...

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Unleash the Power of What's Next

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.

Get Started

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 451

Read More

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