Axiom | Vol 454

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

Week In Review

The US Political Divide & Consumer Sentiment

Annex Wealth Management’s Brian Jacobsen talks volatility, consumer sentiment, retail reports, & the wealth effect.

Passion Assets

Planning For & Understanding The Value Of Passion Assets

A car collection. Art collection. Wine collection. Along the way in the thing called life, we collect things that have value that aren’t necessarily in the category of investments like stocks, bonds, mutual funds, property, etc. They are Passion Assets. It can be complicated—unless you’re working with a team who understands them.

Women & Wealth | An Evening Of Passion Assets & Wine Tasting

Come to our Brookfield Headquarters for this workshop focusing on passion assets and giving ideas on divesting ourselves of our beloved objects in a manner that we can handle. Join speakers from Annex Wealth Management as they present on this informational topic along with a wine tasting hosted by a local sommelier.

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“How Do I Avoid Bumpy Markets During Retirement?”

In Case You Missed It

Tariffs: How They Could Affect Portfolios

Listen to Annex CEO Dave Spano and Chief Economist discuss with WTMJ’s Steve Scaffidi what tariffs are, how are they implemented, what sectors of the economy could benefit if they’re put in place, and more.

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This Week In Events:

NAPLES | Navigating The Markets

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Instant Insight: The Fed & The Markets

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Graphonomics

Download Today: Graphonomics 22!

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

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Events

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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

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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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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 454

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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