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Axiom | Vol 527

Aug 7, 2026

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.


Find Important Tools In The Annex Client Center

Want to see upcoming client events? Need to access your custodian? Want to opt into SMS messages? Find these answers (and more!) on the Annex Client Center.


THIS WEEK | Annex University: Long-Term Care Basics | Client Webinar | August 12

This client-exclusive webinar takes an introductory look at the types of long-term care settings and costs associated with them and breaks down different options for covering those costs. We will look at some different types of coverage and their pros and cons as well as common conditions that cause a long term care application to be declined.


Money Guilt: Practical Ways To Heal & Deal

Annex Wealth Management’s Bryn Theisen is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.


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!


Check out our SWOT podcast!

Members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats they see in the markets and economy.