In The News

Axiom | Vol 387

The Powell Pause: Will It Damage Or Refresh The Economy? | Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans? | How Do You Spend Your Holiday Calories? | Graphonomics Volume 7

Week In Review

The Powell Pause: Will It Damage Or Refresh The Economy?

How long will the Powell Pause last – and what kind of effect will it have on the economy? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans?

Poll Recap

Holidays always seem to provide the opportunity for increased consumption of food and beverages we don’t typically indulge in, and Christmas is probably the most popular holiday to have traditional treats and meals which are only prepared during the season. In addition to there being more types of food to eat around Christmastime, there’s a lot more social gatherings to attend, most having plenty of food and drinks to go around.

Last week we asked Axiom readers to share how you spend your holiday calories. When things like gingerbread men, sugar cookies, and candy canes exist, it’s not surprising the largest percentage of respondents said Sweets were their treat of choice with 34%. The second most popular response was from those who typically stick to their normal diet during the holidays (27%). We admire your discipline.

The third, fourth, and fifth most popular choices for calorie consumption were salty and savory, celebratory beverages, and others, respectively.

Whatever you may choose to eat and drink this holiday season, we hope you’re able to do so in the company of family and friends!

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Smart Habits of Rich Retirees

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.

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

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