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Axiom | Vol 528

Aug 14, 2026

WEEK IN REVIEW

Lingering Inflation and “Boffo” Earnings

CPI and PPI show inflation hanging around – while second quarter earnings report nearly unprecedented gains. How is the Fed reacting? Annex Wealth Management’s Dave Spano and Brian Jacobsen react.


Saving The Family Cottage | BROOKFIELD | August 20

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, and creating a smooth transition of property from generation to generation while seeing how this fits into your financial plan.


Annex In The News

Want the latest expert perspective on the markets and economy? Visit the In the News section of our website, where you can find media appearances and commentary from Chief Economic Strategist Brian Jacobsen, whose insights are often featured by CNN, The Wall Street Journal, CNBC, Reuters, and other leading news organizations.


America’s 250th Anniversary – We’re Still Celebrating

The July 4th parades and fireworks may have quieted, but our team is still taking a look back at our country’s 250 years and what we’ve learned from them. Take a look!

1929-1941: The Great Depression

1941-1965: How the Middle Class Was Built


From Shop Floor Grind to Functional Edge: How Health Supercharges Entrepreneurial Success | Listen to Wealthyist

This episode of Wealthyist features a conversation that bridges business performance and personal vitality. Listen to Wealthyist, the podcast that discusses the lifestyles, choices, and strategies of the wealthy. Each week, the Annex Private Client team talks to experts in a variety of areas to discuss trends and paths visited by people who have built or are in the process of building significant wealth.


Help Wanted | No Victory Lap Yet | Two Handed Economists | Reasonable Doubt

Read Macro & Market Musings – a weekly publication containing comments on the markets and economy.


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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