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Axiom | Vol 452

Week In Review

Getting Real About Tariffs

The Atlanta Fed forecasts negative GDP – does that mean the economy is in decline? What impact does the threat of tariffs have on that forecast? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

WTMJ Webinar | Tariffs: How They Could Affect Portfolios

Join us March 11th for this informative webinar. Learn how your portfolio – and your financial plan – might be affected by tariffs. Annex Wealth Management’s Dave Spano, Chief Economist Brian Jacobsen, and WTMJ’s Steve Scaffidi will discuss and take your questions.

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Graphonomics

Available NOW: Graphonomics 22!

In this edition: Dimensions Of Diversification. Download yours today!

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Events

THIS WEEK | Single In Retirement: Financial Planning Strategies

Join us at The Pfister Hotel for a workshop designed to help identify resources and best practices for single individuals navigating retirement. Register today!

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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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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

read more
Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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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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