Axiom | Vol 464

Week In Review

What Does The Moody’s Downgrade Mean?

Moody’s downgraded US Debt from AAA standing. What does that mean, and how did the markets react? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

As we observe Memorial Day, we pause to remember and honor the brave men and women of the U.S. Armed Forces who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness have helped shape the freedoms we enjoy today.

At Annex Wealth Management, we are deeply grateful for their service and the sacrifices made by their families. Tomorrow, we reflect on their legacy and express our heartfelt appreciation.

We encourage everyone to take a moment to remember those who gave their lives in defense of our nation and to support the veterans and military families in our communities.

Wishing you a meaningful and peaceful Memorial Day.

Watch

Equity Compensation, Explained.

Featured

7 Retirement Planning Mistakes You Make In Your 50’s

Common pitfalls to avoid as you chart a confident path toward the retirement you deserve. Download today!

DOWNLOAD

Ask Annex

Consolidating Retirement Accounts | Target Date Funds Nearing Retirement

Get Started With Annex

START →

Events

EXPLORE →

Read More

Axiom | Vol 514

Axiom | Vol 514

Week In ReviewEarnings Near Historically High LevelsEarnings continue to shine broadly across the market, jobs numbers show continued good news, and...

read more
Axiom | Vol 514

Axiom | Vol 514

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

read more