Axiom | Vol 474

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

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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Macro & Market Musings – 5/1/2026

Comments based on information available as of 5:00 am CT on 5/1/2026 Growth: Blitz vs. slog. In the first quarter, the economy was largely propelled...

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.

Axiom | Vol 513

Axiom | Vol 513

Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

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!

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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