Iran Outcome May Impact Fed’s Decisions | Join us for our upcoming June webinars! | The Retirement Smile Explained | Listen to the Annex Wealth Management SWOT Podcast! | “Don’t underestimate the value of doing nothing” | Read Monthly Macro & Market Musings | The Early Retirement Checklist | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Axiom | Vol 518
WEEK IN REVIEW
Investor Excitement Grows For SpaceX IPO
A positive jobs number showed private sector employment growth as investors showed heightened interest in the SpaceX IPO. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
EVENTS
The Smart Guide to RSUs, Stock Options & Taxes | WEBINAR | June 10
Equity compensation can be a powerful wealth-building tool, but it also introduces complex tax and investment decisions that can be misunderstood. In this webinar, we’ll break down the most common forms of equity compensation, including Restricted Stock Units (RSUs), Non-Qualified Stock Options (NQSOs), and other stock-based compensation arrangements.
Instant Insight: Inflation Trends | WEBINAR | June 10
Navigating the Markets | WEBINAR | June 11
WATCH
How Do Military TSP (Thrift Savings Plans) Work?
A thoughtful investment approach balances risk, time horizon, and personal goals to build lasting financial security. Understanding how different fund options behave across market conditions helps investors stay disciplined and avoid emotional decisions. Associate Tax Manager, Jess Hedgcoxe, CPA is here to discuss Military TSP (Thrift Savings Plans).
READ
Don’t Let Perfect Be The Enemy Of Good | Read Monthly Macro & Market Musings
LISTEN
Are Beneficiary Designations Undermining Your Estate Plan? | Listen to Wealthyist
WATCH
Investing In SpaceX IPO: What You Need To Know
Elon Musk’s SpaceX announced Wednesday that it intends to make its stock market debut next week at a $1.77 trillion valuation. Annex Wealth Management’s Chief Economic Strategist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss what you need to know before investing.
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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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