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Axiom | Vol 521

Jun 26, 2026

WEEK IN REVIEW

The Legacy of Fed Chairman Alan Greenspan

Fed Chairman Alan Greenspan dies at 100. Annex Wealth Management’s Dave Spano and Brian Jacobsen look back at his legacy, and also discuss the recent “Tech Wreck”, Apple price increase, and political data center pushback.


EVENTS

THIS WEEK | Instant Insight: Jobs & The Economic Outlook | Webinar | July 2

Join us for a brief, informative webinar where we’ll explain how the most recent jobs reports might affect you.

  • What the new jobs numbers mean for your investments or 401(k) allocations
  • How those numbers might impact your lifestyle in retirement
  • Your questions and provide context for the jobs announcement

READ

Inflation: The Worst Is Behind Us | Read Macro & Market Musings


WATCH

America’s 250th Anniversary Series | The Gilded Age: Trusts, Titans, and Populist Rage

Last time we looked at 1836-1865, a period with railroads (bigger than AI in terms of investment), wildcat banks, and the greenback. This time, we’re looking at a period where one man controlled ninety percent of the nation’s oil. Another stopped a financial panic by locking the country’s bankers in his private library until they coughed up the cash. This was capitalism with the gloves off. Annex Wealth Management’s Chief Economic Strategist Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE is here to discuss.


LISTEN

Tax Prep vs. Tax Planning: Why High-Net-Worth Families Might Need Both Under One Roof | Listen to Wealthyist


Get Annex Education On Demand!

Visit the Client Center to view on-demand recordings of common topics, from Social Security Basics to Tips For Smarter Charitable Giving, and more!


Listen To The Women & Wealth Show!

We bring clear information, and real conversations, to help women feel informed and confident as they make their financial decisions. Because understanding your choices, can help you shape your future.