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Axiom | Vol 474

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Week In Review

A Fresh Jobs Report, The Shifting Sands Of Trade Policy, & A Mutiny At The Fed?

Two fed officials dissent from monetary policy moves — an outcome that hadn’t happened since 1993. A fresh jobs report is out and it’s not great. And how do rate cuts actually affect consumers? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

August Events

Join us in August for one of our educational events!

Instant Insight: What Recent Inflation Numbers Mean For You & Your Money | WEBINAR | Aug 12

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What The Big Beautiful Bill Means For Your Taxes & Retirement | BROOKFIELD | Aug 12

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Women’s Guide To Preparing For The Unexpected | WOMEN & WEALTH | Aug 21

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& more yet to be announced!

In Case You Missed It

ICYMI: How OBBBA Might Change Your Obamacare

Watch the recording from this informative webinar, as well as other OBBB-related pieces!

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Wealth Prompt: Portfolio Construction

Portfolio construction. It’s how Annex clients can participate during periods of volatility. Listen to the team discuss.

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Axiom | Vol 507

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Money Guilt: Practical Ways To Heal & Deal

Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

The Early Retirement Checklist

Thinking of retiring earlier than age 65? Here are some things to consider.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 474

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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