Axiom | Vol 507

Week In Review

Cost Of Conflict May Offset Higher Tax Refunds

Goldman Sachs seemed to indicate that it believes the length of the Iran Conflict may go longer than anticipated, which could offset higher tax refunds. As the odds of recession increase, the Fed faces a predicament. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Events

THIS WEEK: One Big Beautiful 2026 Tax Reality Check | BROOKFIELD | March 24

Last year, Annex hosted a number of educational events on how the One Big Beautiful Bill Act might impact tax law and your planning. Those changes are now in effect.

In this impactful 45-minute session, Annex Wealth Management Director of Financial Planning, Eric Strom and Financial Planning Specialist, Arabella Parins, will review the changes you may experience as you plan for 2026 and beyond.

Be ready to ask questions, refine your strategies, and learn about new opportunities for your tax plan.

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One Big Beautiful Bill Act Planning Tactics | Download Today!

Watch

A Closer Look At Roth Conversions

We’re taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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Listen To The Annex Wealth Management SWOT Podcast!

Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

Financial planning isn’t one-size-fits-all—it changes as your life changes. Whether you’re launching your career, building a family, nearing retirement, or enjoying your golden years, this comprehensive workbook from Annex Wealth Management provides step-by-step checklists to help you make smart decisions and plan towards your goals.

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Tax Return Review Guide

Filing your 2025 taxes by April 15, 2026 isn’t just a deadline — it’s an excellent opportunity to review what worked, spot missed savings, and lock in powerful strategies that carry forward.

Download our Tax Return Review Guide today and get clear, actionable insights designed specifically for your 2025 return and the year ahead.

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