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 529
WEEK IN REVIEW
Bessent Has The Fed Doing The Twist
Fed Chair Scott Bessent caught some analysts off guard by indicating that the Fed is involved in “Operation Twist.” His “Asymmetric Information” phrase might also be turning heads. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
THIS WEEK IN EVENTS
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!
The 7 Tax Moves to Consider Before December | GRAFTON | August 27
Most people think about taxes when they file their return. The most valuable tax planning, however, happens before the year ends. Join us as we explore seven key financial decisions that could impact your tax bill, retirement income, investment strategy, and long-term financial plan.
1965-1982: Guns, Butter & the Great Inflation
Last time we looked at the rise of the Middle Class. With that rise, there were some big imbalances forming, which leads us to the lessons from 1965-1982. Prices nearly tripled. Interest rates hit twenty percent. People waited in hour-long lines just to buy gas. And it took a recession on purpose to finally break the fever.
Different Speeds | Rearview Relief | The Long & Short Of It | Higher Ground
What do these mean? Read more in Macro & Market Musings, a weekly publication from Annex Chief Economic Strategist, Brian Jacobsen.
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.
Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game with Griselda Aldrete
In this episode of Wealthyist, host Deanne Phillips talks with Griselda Aldrete, founder and CEO of Star Sports Consulting Group and Andretti Law and Consulting. Aldrete’s work sits at the intersection of law, business, athletics, and family advising, helping high-school, collegiate, and professional athletes (and their parents) navigate the modern sports landscape.The conversation centers on how athletes have become entrepreneurs and brands far earlier than in the past—especially after the landmark House case opened the door to Name, Image, and Likeness (NIL) compensation.
ldrete describes the “Wild West” reality of NIL: inconsistent state reporting rules, multi-state tax obligations, the student-vs-employee debate, and the flood of opportunistic or poorly advised deals. She stresses that “not all money is good money,” urging families to scrutinize contracts (including perpetual clauses), protect intellectual property and online presence (with AI now a new risk), and treat the athlete’s name and image as long-term assets.
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
Get Started with Annex
Unleash the power of what’s next.