by lmanna | Mar 27, 2026 | Macro & Market Musings
Comments based on information available as of 5:30 am CT on 3/27/2026 Growth – Less Margin for Error After a strong second and third quarter last year, the economy lost momentum in the fourth quarter—and there wasn’t much of a bounce to start 2026. Real activity has...
by lmanna | Mar 20, 2026 | Client Axiom
Week In Review Cost Of Conflict May Offset Higher Tax Refunds Goldman Sachs seemed to indicate that it believes the length of the Iran Conflict may go longer than anticipated, which could offset higher tax refunds. As the odds of recession increase, the Fed faces a...
by lmanna | Mar 20, 2026 | Axiom
Week In Review Cost Of Conflict May Offset Higher Tax Refunds Goldman Sachs seemed to indicate that it believes the length of the Iran Conflict may go longer than anticipated, which could offset higher tax refunds. As the odds of recession increase, the Fed faces a...
by lmanna | Mar 20, 2026 | Macro & Market Musings
Comments based on information available as of 7:00 am CT on 3/20/2026 Growth: More Than Just an AI Sugar High The Fed’s latest upgrade to both near‑term and longer‑run growth forecasts raised some eyebrows, but the story isn’t just about artificial intelligence (AI)...
by lmanna | Mar 19, 2026 | Watch
Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth...