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Axiom | Vol 455

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Week In Review

They Might Get Transitory Right, This Time

Chairman Powell used a term he hadn’t used in a few years to describe inflation – “Transitory.” Why would he use it again, and how is the economy different now than it was the first time the term was used? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Early 2025 Volatility

Emotion and investing aren’t great partners, especially when the market is volatile. We like when things go up. Some might be fine stomaching a 20% pullback – but others have trouble with a 6% dip. We understand that. Annex Wealth Management’s Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE and Director Of Research, Matthew Morzy, CFP® are here to discuss.

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Annuities | Warren Buffett Hoarding Cash | Distinguishing Between ETFs & Mutual Funds

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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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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 455

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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