Axiom | Vol 398

Week In Review Expectations, Reality, & Opportunity January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck  and Brian Jacobsen discuss. Ask Annex 403(b) vs. 401(k) | 401(k)...

Graphonomics: Volume 9

PUBLISHED FEBRUARY 2, 2024 Annex Wealth Management Graphonomics Volume 9 Download ↓ 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of...

Axiom | Vol 395

Week In Review Will There Be A Recession In 2024? We didn’t have a recession in 2023. Looking ahead, will we eventually have to pay the piper? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Ask Annex Indices To Follow | Consolidating 401(k)s | Low...

Axiom | Vol 394

Week In Review Tech Pushes S&P 500 Above Previous Peak Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss tech, the World Economic Forum, and when the Fed might cut rates. Ask Annex Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money...