In The News

Axiom | Vol 492

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

Week In Review

Polymarkets Makes Its Way Into Reporting

In a week of conflicting consumer data, Polymarkets has posted high odds of a rate cut. Reporting – including some major news outlets – has begun using Polymarkets as a data point. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss

Read

Macro & Market Musings

Icy Conditions, Indigestion, Worst Kept Secret, & Follow The Money

Read Chief Economic Strategist Brian Jacobsen’s most recent comments on growth, inflation, policy, and looking ahead in the markets!

READ NOW →

A Holiday-Themed Women & Wealth

Wealth & Investing With Confidence | December 18 @ 6 PM CT

Empower yourself with the knowledge and skills to take control of your financial future in our “Investing with Confidence” workshop. This session is designed to address the unique challenges and opportunities women face in the world of investing.

REGISTER →

Watch

Furlough vs Firing?

While the government shutdown may have come to an end, there are still many Americans losing their jobs in 2025. U.S.-based employers announced 71,321 job cuts in November, according to a report, making it the highest for that month since 2022. (source)

Tom Parks explained the difference between a furlough vs firing while the government was still shut down.

Watch

Senior Fraud

Unfortunately, in this world, there are people who want to steal money they didn’t earn. Even more frustrating is when those crooks steal money from seniors – and it’s on the rise. Annex Wealth Management’s Deanne Phillips, CFP®, CDFA®, ABFPsm discusses how to spot senior fraud and protect yourself from it.

Listen | Wealthyist

From 9/11 to Two Successful Exits: Building Transferable Businesses & Planning Life After the Sale (with Andy Oliver, Partner at Oak Hill Business Partners)

Perfect episode for any entrepreneur who knows they’ll eventually sell but hasn’t yet faced the question: “What then?”

EXPLORE →

Upcoming Webinars:

Instant Insight: Analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Jobs & The Economic Outlook | WEBINAR | December 5 @ 9 AM CT

REGISTER →

Inflation Trends | WEBINAR | December 10 @ 9 AM CT

REGISTER →

The Fed & the Markets | WEBINAR | December 10 @ 3 PM CT

REGISTER →

Navigating The Markets | WEBINAR | December 11 @ 12 PM CT

REGISTER →

Get Started With Annex

START →

← Previous Post Next Post →

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

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.

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.

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.

Get Started

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Axiom | Vol 492

Read More

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