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Axiom | Vol 517

May 29, 2026 |

Iran Outcome May Impact Fed’s Decisions | Join us for our upcoming June webinars! | The Retirement Smile Explained | Listen to the Annex Wealth Management SWOT Podcast! | “Don’t underestimate the value of doing nothing” | Read Monthly Macro & Market Musings | The Early Retirement Checklist | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

Axiom | Vol 516

May 22, 2026 |

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

Axiom | Vol 514

May 8, 2026 |

Earnings Near Historically High Levels | THIS WEEK | Destination: Retirement. Are We There Yet? | BROOKFIELD | Fee-only, fiduciary advice wherever you are on your journey. | Read the most recent release from our Investment Team with the following highlights: | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Avoid These Common Required Minimum Distribution (RMD) Mistakes | Dream Machines & Detroit Steel: Corvette Joy, Classic Car Investing, and Reviving Milwaukee Concours | Listen To Wealthyist

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Axiom | Vol 515

May 15, 2026

Week In Review

Tough Decisions Ahead For The New Fed Chair

A new era of Fed leadership began this week, and while it can be subject to confirmation bias like many investors, it has a tough decision before it with this week’s sometimes-conflicting economic data.

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Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist

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Events

THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH

Because preparation isn’t about expecting the worst – it’s about creating clarity, confidence, and peace of mind for whatever the future holds. Join us at our Brookfield Headquarters for this month’s Women & Wealth presentation.

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Things To Prepare For Before Retirement

The first year after leaving work is full of change, and it helps to know what to expect. Annex Wealth Management’s Mike Kirk covers key things to get you ready — from sorting your budget and Social Security strategy, to protecting your loved ones and adjusting to life without the 9-to-5.

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A New Chair At An Awkward Time | Read Monthly Macro & Market Musings

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Events

Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA

You may have reached the part of life where travel plays a growing part of your plans. What criteria can you consider to enhance, secure or enrich your peace of mind and your adventure? Enjoy a panel conversation hosted by Annex Wealth Management’s Dave Spano and Global Security Expert John Choate, which will include Rose Gray from Fox World Travel and Matt Wild, Chief Operating Officer from Jet OUT. We’ll talk trends, tell stories, and field your questions.

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The Early Retirement Checklist

Thinking of retiring earlier than age 65? Here are some things to consider.

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Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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