In The News

Axiom | Vol 421

Week In Review

GDP and PCE reports are out, and the inverted yield curve is starting to change. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Something Fun

Our Interns Have A Podcast!

We’ve had six interns hard at work at Annex this summer across six different departments, and during their time with us they’ve created “The Intern Survival Guide” – a podcast where they discuss how they navigate the professional world, as
well as interview veterans in the workforce (members of the Annex team)! Have a listen to hear from their perspective.

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Events

Instant Insight Series

Learn from Dr. Brian Jacobsen what the upcoming data and information releases mean for you.

WEDNESDAY | Instant Insight: The Fed & The Markets

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FRIDAY | Instant Insight: Jobs & The Economic Outlook

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Ask Annex

Investing My Social Security | Penny Stocks For A Quick Hit

Graphonomics

Graphonomics 14 Is Available! 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?

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Events

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Axiom | Vol 504

Axiom | Vol 504

NVidia Posts Big Earnings. The Market Yawns. | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | ICYMI | Advanced Estate Planning Concepts | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Nearing retirement? Make sure you can see the full picture. Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.

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Axiom | Vol 504

Axiom | Vol 504

NVidia Posts Big Earnings. The Market Yawns. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | THIS WEEK | Moving In Retirement | BROOKFIELD | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Download the 2026 Asset Almanac

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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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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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