In The News

Axiom | Vol 496

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

Year In Review

Year In Review: China, The Fed, Tariffs & Inflation

Annex Wealth Management’s Brian Jacobsen and Mark Beck look back at 2025.

Featured

Annex Food Drive 🎁

We would like to thank everyone who participated in our Holiday Food Drive, partnered with Waukesha Food Pantry. Through everyone’s generosity, we were able to collect 729 lbs of donations!

Thank you for helping us make a difference in the community this holiday season! ❄

Watch

What Is The Annex Difference?

Michael Kirk, CFP® talks about what it means to act as a fiduciary, what sets Annex Wealth Management apart, and what you can expect from the first meeting – and beyond.

Upcoming January Events:

Destination: Retirement. Are We There Yet? | BROOKFIELD

REGISTER →

Instant Insight: Jobs & The Economic Outlook | WEBINAR

REGISTER →

Instant Insight: Inflation Trends | WEBINAR

REGISTER →

Destination: Retirement. Are We There Yet? | MEQUON

REGISTER →

Navigating The Markets | WEBINAR

REGISTER →

And More!

EXPLORE →

Podcast

Philanthropy and Legacy: Guiding Athletes to Meaningful Impact | Listen to Wealthyist

In this episode of Wealthyist, Annex Team member Anthony Mlachnik and guest Chellee Siewert (President and Founder of Capture Sports & Entertainment) discuss how her firm helps professional athletes, entertainers, and organizations develop authentic philanthropic strategies.

EXPLORE →

Watch

Money Guilt: Practical Ways To Heal and Deal

Deanne Phillips is here to talk “Money Guilt” – the shame, anxiety, or unease when you spend money or think about spending.

Read

The Year of the “Iron Jaw” | Macro & Market Musings

A boxer with a glass jaw is easily stunned and knocked down. This year, markets showed an iron jaw: plenty of punches landed, but nothing knocked them out. Despite tariff shocks, a government shutdown, and AI jitters, the S&P 500 (a broad U.S. equity benchmark of large stocks) still finished up ~17% for 2025. Read more from Brian Jacobsen, Chief Economic Strategist at Annex.

EXPLORE →

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 496

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