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.

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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

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

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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 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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Axiom | Vol 512

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

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