In The News

Axiom | Vol 509

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

Week In Review

Despite Turmoil, GDP Expected To Look Good

As the Iran conflict appears to be wrapping up, a big jobs report closed out the week, and experts believe GDP will look good in the second part of 2026. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

THIS WEEK | Education Planning: Understanding 529 Plans & New Options | WEBINAR

Thinking about giving your child or grandchildren’s future a boost with money set aside specifically for their advanced learning? This client-exclusive presentation delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We’ll look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid. We’ll also discuss the new rules around Roths and 529s.

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 509

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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