In The News

Axiom | Vol 409

Week In Review

A lower-than-expected jobs number, slower wage growth, and a not-so-bad Apple earnings announcement seem to indicate the economy is moving…at a glacial pace. Which direction is it headed? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

What’s Playing

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Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders

This Week

APPLETON | MADISON | MEQUON | Investment Intel: An In Depth Brief on the Markets | 5/9/24

Join us for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you make sense of the economy.

In May we’re hosting this presentation in THREE of our branch locations:

Appleton | 2801 E Enterprise Ave #101 Appleton WI 54913

REGISTER FOR APPLETON →

Madison | 1200 John Q Hammons Dr #101, Madison WI 53717

REGISTER FOR MADISON →

Mequon | 12200 Corporate Parkway, Suite #800, Mequon WI 53092

REGISTER FOR MEQUON →

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New! Graphonomics 12 Now Available!

In this version, Graphonomics focuses on 1) Growth: Tightening Screws. 2) Inflation: Head-Fake. 3) Policy: Higher Forever?

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

read more
Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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