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 528
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.
8 Tips for Smarter Charitable Giving | WEBINAR | August 26
Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today!
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.
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.
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.


