In The News

Axiom | Vol 419

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

Week In Review

Are We Ready For A Rate Cut?

PPI Numbers seemed to issue an “all clear” for a September rate cut – but will the Fed start cutting? The markets to rise in election years – but historically, how have they behaved in the months after the election? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

This Week

Coverage & Conversation From The RNC

Stay tuned as members of the Annex team will be meeting with guests to discuss the impact of the election on taxes, economy, and the mar
kets.

Graphonomics

Watch Our Graphonomics 14 Video! Special Q&A Edition with Brian Jacobsen & Danny Clayton

In this version, Graphonomics covers 1. Growth: Back Into Balance? 2. Inflation: Tracking Towards Target. 3. Policy: Cuts On The Horizon. 4. Back To Normal?

Watch

Wealth Prompt: Don’t Invest Your Politics

Events

Election Impact on 2025: Taxes, Markets, and the Economy

Join Dave Spano, Brian Jacobsen, and WISN’s Dan O’Donnell where they discuss how the results of the 2024 election could affect you, the taxes you’ll pay, and your investments.

REGISTER →

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Events

New Events Announced!

Take a look at what we have coming up this summer…

EXPLORE →

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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 419

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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