Axiom | Vol 392

Week In Review Market Fails To Stage A Santa Claus Rally Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the good and bad of last year’s rally, and what to expect going into 2024. Ask Annex Recent Tax Law Changes | Investments After IRA | 4% Withdrawal...

3 Potentially Great Tax Strategies For Executives

3 Potentially Great Tax Strategies For Executives Three tax strategies that might significantly benefit executives – approaches that may not only minimize tax liabilities, but also provide opportunities for long-term wealth...

Graphonomics: Volume 8

PUBLISHED JANUARY 5, 2024 Annex Wealth Management Graphonomics Volume 8 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...

Bloomberg: Annex’s Jacobsen Weighs Risk of Bumpy Landing

Annex’s Jacobsen Weighs Risk of Bumpy Landing In The News | December 28, 2023 CNBC   Annex Wealth Management Chief Economist Brian Jacobsen explains why the Federal Reserve may inadvertently turn a “soft-landing” into a “bumpy-landing.” He speaks with...