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Axiom | Vol 431

Week In Review

Is Jobs Number Too Good To Be True?

Friday’s jobs number came in hot, but some analysts wonder if it’s too good to be true. What would that mean for upcoming rate cuts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

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Choosing A President: Potential Impacts On Your Financial Plan

Join one our investment-related events! Investment Intel and Instant Insight each address different aspects of the market between breaking news and analysis. Register today for our webinars or in-person workshops!

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THIS WEEK: Investment Intel

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Investing In Art | New 401(k) Options Don’t Work For Me

Graphonomics

Get Graphonomics Volume 17!

In this version, Graphonomics focuses on 1) Election Rallies: Fact or Myth? 2) Post Election: Value & Growth Investments 3) When Different Parties Win.

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Axiom | Vol 511

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 511

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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What Is Direct Indexing?

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

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Smart Habits of Rich Retirees

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.

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Unleash the Power of What's Next

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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A Look At What’s Happening
From Annex Wealth Management

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