In The News

Axiom | Axiom Vol 234

Week In Review

Markets Ignore Disappointing Job Report And Continue To Roll

As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management’s Dave Spano and Derek Felske explain and discuss.

Poll

Did You Donate To A Charity This Holiday Season?

MoneyDo

Set Financial Goals For The New Year

Money Talk Minute

Walmart+ Makes A Move

Starting on Friday, December 4th, Walmart Plus customers will get free next-day or 2-day shipping for everything, without the previous $35 minimum.

Know The Difference Minute

No Sports On Pay-TV?

Even though COVID cancelled countless sporting events, cable subscribers kept paying sports programming fees. AT&T, Charter, Comcast, and other networks will issue refunds and credits to subscribers.

Money Talk Minute

Boeing’s Big Order

After two crashes of 737 Max jets, Boeing received an order of 75 jets from Irish Carrier Ryanair. This is good news for Boeing, who still has a backlog of 3400 jet orders.

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Axiom Vol 234

Week In Review

Markets Ignore Disappointing Job Report And Continue To Roll

Poll

Did You Donate To A Charity This Holiday Season?

MoneyDo

Set Financial Goals For The New Year

Money Talk Minute

Walmart+ Makes A Move

Know The Difference Minute

No Sports On Pay-TV?

Money Talk Minute

Boeing’s Big Order

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management