Axiom | Vol 474

Week In Review

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

REGISTER

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

REGISTER

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

REGISTER

& 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!

WATCH

Watch

Wealth Prompt: Portfolio Construction

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

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