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 530
WEEK IN REVIEW
Growth May Be A Harbinger Of Lower Inflation
Fed Chair Warsh’s speech seemed to calm some analysts, and Nvida’s growth revealed giant projections for AI. With GDP growth for Q3 estimated at around 4%, what will happen to inflation? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
New Proposed Trump Account Regulations Explained
Recent proposals could make it easier for working parents to contribute through payroll deductions while also encouraging employer participation. The changes are bringing up new discussions about tax advantages, participation rates, and the role these accounts may play in future financial planning with Trump accounts. Director of Financial Planning, Eric Strom, CFP®, EA is here to discuss.
Not All Money Is Good Money: Building Athlete Brands, Protecting NIL Deals & Planning Beyond the Game | Listen To Wealthyist
Courageous Conversations: The Financial Talks We Keep Postponing | WOMEN & WEALTH | September 17
Join Women & Wealth for an honest and thoughtful discussion about the talks families and couples often avoid. Together, we’ll explore how to approach these conversations with greater clarity, compassion, and confidence – before a crisis forces them.
Read Macro & Market Musings! Written Each Week By Dr. Brian Jacobsen
This week: Strong Core, Tired Edges | The Plateau Problem | Don’t Break the Thermometer | The Warsh Doctrine
Upcoming Annex University: Social Security Basics | WEBINAR | September 16
Social Security is a milestone – you’ve worked hard to get here! Navigating the labyrinth of Social Security information can be daunting. As your financial planning firm, we know this can be difficult. Because we know how complex Social Security can be, we are inviting you to a workshop on some general Social Security concepts. If you have not yet begun to collect Social Security (SS), this informative session is for you.
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.