Fed Chair Warsh’s Jackson Hole comments sparked a repricing in the markets, further fueled by a huge jobs number Friday. Annex Wealth Management’s Brian Jacobsen and Mark Beck discuss what that means for rates – and bond yields. https://youtu.be/tSVPw9DR18k
Axiom | Vol 527
WEEK IN REVIEW
Dow Jones Shatters Records, Big Earnings Season Numbers
The Dow Jones Industrial Average closes above the 54,000-point milestone for the first time ever. There continues to be big numbers for earnings season, and a less impressive jobs report. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Monthly Macro & Market Musings: Stocks Absorbed the Shocks
July’s scoreboard hid the game. Investors navigated a semiconductor selloff, Fed uncertainty, geopolitical tensions, and new tariffs, yet stocks largely absorbed the shocks. Read the fully commentary of Monthly Macro & Market Musings, available now.
Annex Events In August:
Couples In Retirement | LAKE COUNTRY | August 11 | 6 PM CT
Retirement is one of the biggest transitions a couple will experience — and it’s about far more than money.
Instant Insight: Inflation Trends | August 12 | 9 AM CT
Navigating The Markets | August 13 | 12 PM CT
Saving The Family Cottage | BROOKFIELD | August 20 | 6 PM CT
The 7 Tax Moves to Consider Before December | GRAFTON | August 27 | 6 PM CT
WATCH
Smart Money Habits Everyone Can Start
Making smart money choices does not have to feel overwhelming or complicated. A few simple questions can help bring clarity to your priorities and guide your decisions with more confidence. By slowing down and thinking things through, you can avoid costly mistakes and build a stronger financial future. Director of Retirement Plan Services, Tom Parks, AIF®, CRPS® is here to discuss.
Fee-only, fiduciary advice wherever you are on your journey.
It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.
Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
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