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Axiom | Vol 458

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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Events

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Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

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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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From Annex Wealth Management

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