by lmanna | Mar 4, 2026 | Watch
Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA,...
by lmanna | Mar 3, 2026 | Watch
The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This wave will have implications for the economy, healthcare, housing, and the workforce. Today, we’re diving into what this...
by lmanna | Mar 3, 2026 | Watch
Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of future dreams like buying a home or starting a family. Today we’re talking with Tom Berkholtz, CFP®, EA, ECA, Manager...
by lmanna | Mar 2, 2026 | In The News
In The News | March 2, 2026 CNBC Brian Jacobsen, Chief Economic Strategist at Annex Wealth Management discusses the impact of oil price fluctuations on emerging markets. He also highlights China’s sensitivity to oil prices, noting that 38% of oil that is shipped...
by lmanna | Feb 27, 2026 | Client Axiom
Week In Review NVidia Posts Big Earnings. The Market Yawns. NVidia reported revenues of nearly $70B – but shares of the company dipped, taking some prices in the tech sector lower, too. Why was the market uninspired? Annex Wealth Management’s Dave Spano...
