In The News

Axiom | Vol 408

photoshop-gif-2023-Axiom-Header-Swoosh_A-Look-At-Whats-Happening

Week In Review

Financial News: The Good, The Bad, & The Ugly

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive S&P 500 earnings reports, some slowing economic numbers and treasury auctions.

What’s Playing

Retirement Planning For Gen X

Ask Annex

Ask Annex: Spousal Social Security Benefits | Comparing EPS Across Companies | 60/40 Back In Fashion

Events

This Week: Webinar | Understand Your WRS Pension Potential

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?

Join us April 30th as Annex Wealth Management’s Eric Strom and WTMJ’s Steve Scaffidi walk through how to look at your statement and answer your questions.

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Graphonomics 11 Now Available!

In this version, Graphonomics focuses on 1) Growth: A New Dawn 2) Inflation: Dispersion More Than Inflation 3) Policy: When Doves Cry

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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.

CNBC: Hormuz blockade could deepen world’s worst energy crisis — and risk a dangerous misstep

Tanker traffic through the strait ground to a halt again within hours of Trump’s announcement. | The blockade risks drawing ire from countries buying Iranian oil, including China and India. | Analysts said the blockade could be a negotiating tactic, but warned of the risk of escalation and legal challenges.

Axiom | Vol 510

Axiom | Vol 510

Axiom | Vol 510

Macro & Market Musings – 4/10/26

Comments based on information available as of 6:00 am CT on 4/3/2026 Growth: Running on Fumes? February's personal income and outlays data raised an...

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A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 408

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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