The Annex Wealth Management Blog

The Axiom®
Axiom | Vol 405

Axiom | Vol 405

Fed Governors Seem To Disagree | Graphonomics 11 Now Available! | Tax Paperwork | Selling Within An HSA | House Rich, Cash Poor | Single Stock ETFs | This Week:  Financial Planning In A Changing Tax World | Other April Events: Financial Literacy Month Webinar Series |...

Axiom | Vol 404

Axiom | Vol 404

Rate Cuts: Are We There Yet? | Happy Easter From All Of Us At Annex Wealth ManagementWeek In ReviewRate Cuts: Are We There Yet?Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Visit our Resources...

Axiom | Vol 403

Axiom | Vol 403

What’s On The Horizon For Rate Cuts? | Cash Account Next Moves | Feeling Overexposed With A Single Stock | Shattering the Myth of the Glass Ceiling | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In ReviewWhat’s On The Horizon For Rate...

Axiom | Vol 402

Axiom | Vol 402

Inflation Pops, Bonds Drop | Luck O' The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? | Your Car Has A Big Mouth | Cars Reporting Hard Breaking And More To Interested Parties | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In...

Axiom | Vol 401

Axiom | Vol 401

A Rally Begins Amid Election Year Drama | This Tuesday - Mercure & Spano | Graphonomics 10 | Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found | Election Year Investment Myths | Visit Our Resources & Research Page!Week In...

Axiom | Vol 400

Axiom | Vol 400

The Boom Continues | Hot Off The Press: Graphonomics 10 | AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund | The 4 Phases Of Retirement | The Value Of An Advisor | Visit Our Resources & Research Page!Week In ReviewThe Boom...

Axiom | Vol 399

Axiom | Vol 399

Something Old, Something New, Something Borrowed, Something Blue | Drawing On My IRAs? | Fund-Of-Funds | Frank Duke Method | Advanced Tax Strategies For Self-Employed Individuals | Graphonomics 9Week In ReviewSomething Old, Something New, Something Borrowed, Something...

Axiom | Vol 398

Axiom | Vol 398

Expectations, Reality, & Opportunity | 403(b) vs. 401(k) | 401(k) - Stay Or Leave? | I Bond Downsides To Consider | Consumers Hit The Pause Button | Data Is Out For Spending On Goods & Food Services Last Month | Graphonomics 9Week In ReviewExpectations,...

Axiom | Vol 397

Axiom | Vol 397

Pushback, Bellwethers & Deficits | The FIRE Movement | Market Neutral Stocks | Revocable Living Trusts | How To Lead Your Adult Children To Financial Independence | Graphonomics 9Week In ReviewPushback, Bellwethers & DeficitsThe S&P closed over 5,000 and...

Axiom | Vol 396

Axiom | Vol 396

Positive Jobs Report, Bad News For Interest Rates | HOT OFF THE PRESS! Graphonomics Volume 9 |​ Evaluating Indices | Home Value In Net Worth? | Mag 7 vs. FAANG | Why Buy 'A' Shares? | The High Cost Of Downsizing | Layoffs Are Not Cheap | ​Visit our Resources &...

Axiom | Vol 395

Axiom | Vol 395

Will There Be A Recession In 2024? | Indices To Follow | Consolidating 401(k)s | Low Risk Investments | Transitioning To Bonds | Inheriting Money: The Do's & Don'ts | Graphonomics 8 | Visit Our Resources & Research Page!Week In ReviewWill There Be A Recession...

Axiom | Vol 394

Axiom | Vol 394

Tech Pushes S&P 500 Above Previous Peak | Webinar: Cash On The Sidelines | ICYMI: Our Headquarters Move Is Complete! | Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money As Rates Drop | Passion Assets | Graphonomics 8 | Visit Our Resources &...

Axiom | Vol 393

Axiom | Vol 393

Inflation Mixed Messages: CPI Hot, PPI Not | Roth IRA Vs. Pre-Tax 401(k) | Are I Bonds The Best Option? | Prioritizing Investments | Tomorrow Is A Market Holiday. What Does That Mean? | Graphonomics Volume 8Week In ReviewInflation Mixed Messages: CPI Hot, PPI NotThe...

Axiom | Vol 392

Axiom | Vol 392

Market Fails To Stage A Santa Claus Rally | Recent Tax Law Changes | Investments After IRA | 4% Withdrawal Rule | Value Traps | The Annex Charitable Foundation | Hot Off The Virtual Press! Graphonomics Volume 8Week In ReviewMarket Fails To Stage A Santa Claus...

Axiom | Vol 391 HOLIDAY

Axiom | Vol 391 HOLIDAY

Year In Review | Happy New Year From All Of Us At Annex Wealth Management! | Most-Watched Week In Review | Most-Watched Ask Annex | Most-Watched Video | Most-Read MoneyDoSpecial EditionYear In ReviewAnnex Wealth Management’s Dave Spano and Brian Jacobsen look back at...

Axiom | Vol 390 HOLIDAY

Axiom | Vol 390 HOLIDAY

The Santa Claus Rally Begins | Merry Christmas From All Of Us At Annex Wealth Management!Week In ReviewThe Santa Claus Rally BeginsThe Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss...

Axiom | Vol 389

Axiom | Vol 389

Will The Fed Cut Rates? | Grandparents Funding 529s | Tax Advantages (ETFs vs. Mutual Funds) | Sell or Hold Stock? | Did You Know The Data Indicates That Women Are Less Confident Than Men When It Comes To Money? | GraphonomicsWeek In ReviewWill The Fed Cut Rates?It...

Axiom | Vol 387

Axiom | Vol 387

The Powell Pause: Will It Damage Or Refresh The Economy? | Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans? | How Do You Spend Your Holiday Calories? | Graphonomics Volume 7Week In ReviewThe Powell Pause: Will It Damage Or Refresh The...

Axiom | Vol 386

Axiom | Vol 386

1. Will The Fed Reverse Course & Lower Rates In 2024? 2. Join Us! Moving In Retirement 3. Summer Internship Opportunities 4. How Do You Spend Your Holiday Calories? 5. 10 401(k) Things To Know 6. Get Your Tax-Smart Strategy Review Today!  7. Ask Annex: Quant Funds...

Axiom | Vol 385

Axiom | Vol 385

1. Inflation Appears To Be Cooling – Will It Continue? 2. From Our Family To Yours, Happy Thanksgiving!Week In Review Annex strongly believes in frequent and meaningful communication.  Each Friday after market close, our experts record the “Week In Review”- exclusive...

Axiom | Vol 384

Axiom | Vol 384

1. Earnings Reports & Is Funflation Over? 2. Jeopardy Recap | “Who Is…” 3. Annex’s Veterans On Staff. 4. UPDATE 5. Get Your Tax-Smart Strategy Review Today! 6. 60/40 Portfolio | …More Than The Fundamentals? | Employer Contributions & Savings Goals | Ask Us A...

Axiom | Vol 383

Axiom | Vol 383

1. The Powell Pause, Earnings & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. It's Getting Too Expensive To Have Fun? 5. Review What You're Paying For Your Annuity. 6. Get Your Tax-Smart Strategy Review Today!  7. Retaining...

Axiom | Vol 382

Axiom | Vol 382

1. Winners, Losers & GDP. 2.Legendary Pfister Spirits. 3. Poll Response | Planning With Your Pet In Mind. 4. Avoid These Estate Planning Mistakes. 5. Get Your Tax-Smart Strategy Review Today! 6. Register Now For Event: MEQUON | Are Annuities Worth It?  7. Roth vs...

Axiom | Vol 381

Axiom | Vol 381

1. Treasury Yields Rise, Geopolitics Continue to Take Their Toll 2. October Is National Estate Planning Month 3. Poll | Is Your Pet Included In Your Estate Plan? 4. Take A Few Steps To Simplify Being An Executor Or Trustee. 5. Get Your Tax-Smart Strategy Review Today!...

Axiom | Vol 380

Axiom | Vol 380

1. The Potential Market Impact of Israel-Hamas War 2. Brian Jacobsen In The News! 3. Poll Response | Two Truths & A Lie. 4. Review Account Titles & Beneficiary Designations. 5. Get Your Tax-Smart Strategy Review Today! 6. Make Sure You Have Core Estate...

Axiom | Vol 379

Axiom | Vol 379

1. Don't Miss Out: Register For Final Navigating The Markets 2. Week In Review: Job Growth Remains Strong Despite Slowing Wage Growth 3. The Difference Maker Of The Game. 4. Annex Steals Second! 5. Poll: Two Truths & A Lie. 6. Make Sure You Have Core Estate...

Axiom | Vol 378

Axiom | Vol 378

1. Don't Miss Out: Register For Navigating The Markets 2. Interest Rates, Inflation & Q4 Prospects. 3. The Difference Maker Of The Game. 4. Annex Has A Certified Divorce Financial Analyst® On Our Team. 5. Poll Response: When Do You Do Your Charitable Giving? 6....

Axiom | Vol 377

Axiom | Vol 377

1. Don't Miss Out: Register For Navigating The Markets 2. Could The Fed Be Done Hiking? 3. CNBC: Brian Jacobsen, Annex Wealth Management's Chief Economist, Joins CNBC's 'Power Lunch'. 4. The Difference Maker Of The Game. 5. When Do You Do Your Charitable Giving? 6....

Axiom | Vol 376

Axiom | Vol 376

1. Fed Meeting Next Week, Not Expected To Raise Rates 2. How'd You Finance Your College Education? 3. Get Your Graphonomics: Volume 4. 4. The Difference Maker Of The Game. 5. Establish The Gift Of Education. 6. The 4% Rule | Liquidity | Tax Loss Harvesting | Keeping A...

Axiom | Vol 375

Axiom | Vol 375

1. Did The Fed Stick A Soft Landing? 2. How Much Do You Need To Retire? 3. The Difference Maker Of The Game. 4. Consider Your Options With Your Old 401(k). 5. Keeping Gifts Secret | HYSA | HSA For COBRA | Leftover In 529 | Is The Dollar Vanishing? | Ask Us A Question!...

Axiom | Vol 374

Axiom | Vol 374

1. Recent Jobs Report: Impact On Wages, Consumer Spending  2. Celebrating Labor Day.A weekly e-newsletter that delivers seven interesting investing and wealth management topics. While some financial professionals would rather have you in the dark about industry facts...

Axiom | Vol 373

Axiom | Vol 373

1. Interest Rates Will Remain High, We Are On Watch For A Credit Event 2. How Did You Finance Your College Education? 3. The Difference Maker Of The Game. 4. Considering A Power Of Attorney For Adult College Students. 5. 401(k) Loans | Investing In Fan Favorite...

Axiom | Vol 372

Axiom | Vol 372

1. Atlanta Fed Report: US Economy More Durable Than Expected 2. Where Are You Planning To Retire? 3. Get Your Graphonomics: Volume 3 4. Review Your Retirement Plan Contributions & Investments 5. Ask Us A Question! 6. “Change before you have to.” 7. Retirement:...

Axiom | Vol 371

Axiom | Vol 371

1. Inflation Lower, But Prices Continue To Creep Up 2. Where Are You Planning To Retire? 3. Get The Newest Version – Graphonomics: Volume 3 4. Consider How You’ll Spend Time in Retirement 5. AI Hype | Tracking Inflows | Comparisons | How Are REITs Doing? | Repaying...

Axiom | Vol 370

Axiom | Vol 370

1. There Is An Alternative To Stocks 2. Do You Have A Will? 3. Get Your Graphonomics: Volume 2 4. Make Sure You Have Core Estate Planning Documents 5. Ask Us A Question! 6. “Planning is bringing the future into the present.” 7. We’ll Meet You Where You’re At1 | Week...

Axiom | Vol 369

Axiom | Vol 369

1. Week In Review: Better-Than-Feared Earnings Report Season 2. Poll: August Is National Make-A-Will Month! 3. Get Your Graphonomics: Edition 2 4. Moneydo: Know What You Own: International Equities 5. Ask Annex: Is 60/40 Back? | Active vs Passive | Risk vs Reward | Is...

Axiom | Vol 368

1. Earnings Season Shows Resilient Consumer & Jobs Market 2. When Do You Do Your Mid-Year Tax Planning? 3. Your Retirement. Your Terms. 4. Buy Low, Sell High, Diversify 5. Ask Us A Question! 6. "You are never too old to set a new goal or dream a new dream." 7. The...

Axiom | Vol 367

Axiom | Vol 367

1. Week In Review: Improved Inflation Numbers Warm Consumer Sentiment 2. Poll: When Do You Do Your Midyear Tax Planning? 3. Get Your Graphonomics: Edition 1 4. Moneydo: If You're Looking To Find A More Tax-Friendly State, Look At These Key Factors 5. Ask Annex: When...

Axiom | Vol 366

1. How High Will The Fed Go?  2. How Do You Get Social?  3. Your Retirement. Your Terms.  4. Review Account Titles & Beneficiary Designations  5. Ask Us A Question!  6. "The value of an idea lies in the using of it."  7. The Tax Cuts & Jobs Act Is Scheduled To...

Axiom | Vol 365

1 | Week In Review Where The Magnificent 7 Are Leading UsImproved economic data seems to be showing the beginning of a bigger bull - but is growth spread past the "Magnificent 7" stocks? Annex Wealth Management's Mark Beck and Derek Felske discuss.2 | Happy Birthday...

Axiom | Vol 364

There’s a lot that’s happened over the past seven years, but throughout that time we’ve been delivering the Axiom to subscribers, providing the Annex team’s perspective on what’s happening in the world.   It’s hard to remember what happened in which year, so we've...

Axiom | Vol 363

1 | Week In Review Did We Avoid A Recession?The Fed's "Hawkish Pause" has changed the dot plots - but the economy's underpinnings seem to show continued strength. Will we still experience a downturn, or have we experienced a "soft landing?" Annex Wealth Management's...

Axiom | Vol 362

1 | Week In Review The Bull Is Back – For How Long?The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's...

Axiom | Vol 361

1 | Week In Review Economy Remains Solid - Can We Avoid A Pullback?This week's data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management's Derek Felske and Danny Clayton...

Axiom | Vol 360

Remember & HonorThis Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country. From all of us at Annex Wealth Management, thank you.Week In ReviewDid Nvidia Save The Market?Nvidia’s earnings report was one of the best Annex...

Axiom | Vol 359

1 | Week In Review Potential For Bumpy Quarter As Debt Ceiling Debacle Heats UpA down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.2...

Axiom | Vol 358

1 | Week In Review Earnings Beat Expectations, But Clouds LoomTech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek...

Axiom | Vol 357

1 | Week In Review Fed May Pause But Employment Stays StrongEarnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske...

Axiom | Vol 356

1. Tech Rides AI To Big Earnings 2. Poll: Paper Or Digital? 3. Is Your Financial Literacy Affecting Your Plan? 4. Consider Your Options With Your Old 401(k) 5. Ask Us A Question! 6. “Someone's sitting in the shade today…” 7. Retirement Planning Without A 401(k)1...

Axiom | Vol 355

1. Awaiting Big Tech Earnings 2. Poll Recap: What Do You Wish You Had Known? 3. Is Your Financial Literacy Affecting Your Plan? 4. Risk Capacity vs Risk Tolerance 5. Ask Annex 6. “Financial Literacy is not an end…” 7. Veteran Disability Benefits1 | Week In Review...