In The News

Axiom | Vol 458

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

Week In Review

Big Swings & Backtracking

Trump’s tariff pause announcement caused a massive swing in the markets, causing many experts to rescind their predictions of an impending recession. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

In Case You Missed It

Tariffs: How They Could Affect Your Portfolio

Last week Annex Wealth Management’s Dave Spano and Brian Jacobsen were joined by WISN’s Dan O’Donnell to discuss how your portfolios and financial plans could be affected by tariffs. Tune into the recording to hear what they had to say!

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Podcast

Listen to Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy.

Latest Episode: Donor Advised Funds, Pt. 1

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This Week In Events:

Cash Connection: Financial Literacy Series | WEBINAR

5 Planning Possibilities For 2025. And What You Can Do Now. | WEBINAR

Mind Over Money: Understanding Behavioral Finance | WOMEN & WEALTH

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Roth Conversion Ladders | Mitigating Risk With Investing | Rebalancing 401(k)s

Featured

Dimensions Of Diversification.

See what the Annex Team has to say about the different aspects of diversifying a portfolio!

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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

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...

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

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 458

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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