The Annex Wealth Management Blog
The Axiom®Axiom | Vol 271
Axiom | Vol 271How Transitory Is Inflation?Meet The Axiom®'s Guest Editor: Suzy Lopez, CFP®I’m Suzy Lopez, a Wealth Manager at Annex and I meet with Annex clients to review their investments and financial plan...
Axiom | Vol 270
Axiom | Vol 270August Markets Positive While Fed Likely Delays TaperingMeet The Axiom®'s Guest Editor: Derek V.W. Felske, CFA®Hello, I’m Derek Felske, Chief Investment Officer at Annex Wealth Management. I’m...
Axiom | Vol 269
Axiom | Vol 269Powell’s Dovish Comments Help Make The Case For EquitiesMeet The Axiom®'s Guest Editor: Tom Berkholtz, CFP®My name is Tom Berkholtz, and I am a Financial Planning Specialist at Annex Wealth...
Axiom | Vol 268
Axiom | Vol 268World Events, Stocks Showing Volatility, & Delta Are Top Of MindMeet The Axiom®'s Guest Editor: David G. Batten, CFP®, CIMA®, CRPS®I’m David Batten, one of the Wealth Managers here at Annex...
Axiom | Vol 267
Axiom | Vol 267Stellar Financial Climate Causes Some To Increase Year-End TargetsMeet The Axiom®'s Guest Editor: Mike VenturiniHi! My name is Mike Venturini. I’m part of the team here at Annex. My role as Wealth...
Axiom | Vol 266
Axiom | Vol 266Fear & Greed Still Leans Fear As Markets Continue Climb | August Is National Make A Will MonthMeet The Axiom®'s Guest Editor: Bryan Fiore, CRPC®, CSRIC™I am Bryan Fiore, Wealth Manager and...
Axiom | Vol 265
Axiom | Vol 265Market Reacts To Delta VariantMeet The Axiom®'s Guest Editor: Trevor NargisHi, I’m Trevor Nargis and I’m on Annex’s Investment Management Team. I’m involved with the day-to-day management and...
Axiom | Vol 264
Axiom | Vol 264Growth Of FAANG Stocks Helps Mask Some Selling ActivityMeet The Axiom®'s Guest Editor: Cathy LangeHi, I’m Cathy Lange, a Compliance Specialist at Annex Wealth Management. My role involves reviewing...
Axiom | Vol 263
Axiom | Vol 263Markets Stay Hot As 10 Year DropsMeet The Axiom®'s Guest Editor: Jason Ganiere, CFP®Hello, I’m Jason Ganiere, a Wealth Manager at Annex Wealth Management. I have been with Annex since 2013 and...
Axiom | Vol 262
Axiom | Vol 262Happy Birthday, America. This One's For You. | Are You Participating In The 4th Of July Weekend "Revenge Travel" Madness?On a day so often filled with parties, fireworks, and sweet treats, it can...
Axiom | Vol 261
Axiom | Vol 261Does The Bond Market Believe Our Current Economic Conditions Will Persist?Meet The Axiom®'s Guest Editor: Brandon Lehman, CFP®I’m Brandon Lehman, Annex Wealth Management's Director of Branch...
Axiom | Vol 260
Axiom | Vol 260Happy Father's Day! | FOMC Governors Note Inflation Rising - But Are Markets Overreacting?Meet The Axiom®'s Guest Editor: Keith Butler, JDI’m Keith Butler, a Wealth Manager at Annex Wealth...
Axiom | Vol 259
Axiom | Vol 259Bond Yields Fuel Turn To Growth. Can Equity Markets Continue The Rest Of 2021? | May Private Job Growth Blows Past EstimatesMeet The Axiom®'s Guest Editor: Michael Murtos, CFP®I’m Mike Murtos,...
Axiom | Vol 258
Axiom | Vol 258As Economy Continues To Grow, Can The Fed Continue Quantitative Easing? | High Prices & Low Supply May Be Cooling Housing BoomMeet The Axiom®'s Guest Editor: Patricia Tobin, CFP®Hello! My name...
Axiom | Vol 257
Axiom | Vol 257Markets Up Going Into June - An Historically Weak Month | Elon Musk’s Diamond Hands Emoji Tweet Impacts MarketsMeet The Axiom®'s Guest Editor: Todd Voit, PhDI’m Todd Voit, Annex Wealth Management’s...
Axiom | Vol 256
Axiom | Vol 256Markets Show Volatility As Fed Ponders Tapering | Colonial Pipeline Pays $5M Ransom Meet The Axiom®'s Guest Editor: Matthew Krenke, CFP®, CHFC®, CASL®I’m Matthew Krenke, CFP® - Wealth Manager at...
Axiom | Vol 255
Axiom | Vol 255CPI Climbs – What Does The Fed Think? | Employers Have Open Jobs. Why Aren't They Being Filled? | New Home Prices Increase Due To Lumber ShortageMeet The Axiom®'s Guest Editor: Mark PentI’m Mark...
Axiom | Vol 254
Axiom | Vol 254Featured: Meet The Axiom’s Guest Editor: Naomi Ackley | Happy Mother's Day! | Inside: Markets Shake Off A Big Jobs Miss | Poll Recap: What will cost you less in the Covid recovery economy?| Perlick: An American Original | MoneyDo: Review Your Retirement...
Axiom | Vol 253
Axiom | Vol 253Featured: Meet The Axiom’s Guest Editor: Jeremy Lee | Inside: Earnings Season Shows An Economy Getting Hotter - Will The Fed Step In? | Poll: Can You Guess Which 3 Things Will Cost You Less In The Covid Recovery Economy? | MoneyDo: Business Owner...
Axiom | Vol 252
Axiom | Vol 252Featured: Meet The Axiom’s Guest Editor: Deanne Phillips, CFP®, CDFA® | Inside: Economy Shows Continued Signs Of Strength - Are Buybacks Coming? | Poll Recap: Do You Think Bitcoin Is A Bubble? | MoneyDo: Know That You Own - International Equities | Ask...
Axiom | Vol 251
Axiom | Vol 251Featured: Meet The Axiom’s Guest Editor: Matthew Morzy, CFP® | Inside: Markets, Fed See An Economy Ready To Come Back | Poll: Do You Think Bitcoin Is A Bubble? | MoneyDo: Make Sure You Have Core Estate Planning Documents | Ask Annex: Are There Any...
Axiom | Vol 250
Axiom | Vol 250Featured: Meet The Axiom’s Guest Editor: Noi Sayaovong | Inside: Could Rising Rates Bring The End Of TINA? | Poll Recap: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? | MoneyDo: Review What You're Actually...
Axiom | Vol 249
Axiom | Vol 249Featured: Happy Easter from all of us at Annex Wealth Management! | A Brighter Employment Picture | Mostly Good News About Air Travel. Except For The Fares | What's An ERISA Fidelity Bond? What's ERISA Fiduciary Insurance?[gravityform id="253"...
Axiom | Vol 248
Axiom | Vol 248Featured: Meet The Axiom’s Guest Editor: Randy Winkler, CFP® | Inside: Markets Reflect An Incredible Comeback - But Will Higher Taxes Affect Earnings? | Poll: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? |...
Axiom | Vol 247
Axiom | Vol 247Featured: Meet The Axiom's Guest Editor: Eric Strom, CFP® | Inside: One Year Later, The Economy Is Rebounding - How Will It Navigate Crosscurrents? | Poll Recap: Did You Play More Golf Than Last Year? | MoneyDo: Consider If You Need Life Insurance. If...
Axiom | Vol 246
Axiom | Vol 246FEATURED FLASHBACK: 1 Year Ago - ‘Stick with your plan’: Annex Wealth Management’s Dave Spano advises to stay the course in COVID-19 related market volatility | Meet The Axiom's Guest Editor: Ken Symes | Inside: Stimulus Liquidity Drives Markets Higher...
Axiom | Vol 245
Axiom | Vol 245FEATURED: Meet The Axiom's Guest Editor: Jack Hauser | Inside: Interest Rates May Continue To Rise - Which Could Mean More Volatility | Poll Recap: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Review & Optimize...
Axiom | Vol 244
Axiom | Vol 244FEATURED: Meet The Axiom's Guest Editor: Denis Johnson | Inside: The Dow Closes Down As Markets Pay Attention To Interest Rates | Poll: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Early Retirees: Consider How To...
Axiom | Vol 243
Axiom | Vol 243FEATURED: Meet The Axiom's Guest Editor: Jill Martin | Inside: Markets Overcome Correction Fears - This Time | Poll Recap: Are You Using Grocery Delivery Services More Than You Did A Year Ago? |...
Axiom | Vol 242
Axiom | Vol 242FEATURED: Meet The Axiom's Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets - A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery Service More Than You Did A Year Ago? | MoneyDo: Discover What...
Axiom | Axiom Vol 238
Week In Review Markets Close Down Despite Positive Banking News Despite earnings reports generally beating estimates and a rising 10 yr treasury yield, banking stocks - and the markets - closed down for the week. Annex Wealth Management's Dave Spano and Derek Felske...
Axiom | Axiom Vol 237
Annex Celebrates The Holidays Week In Review Election Clarity & Stimulus Expectations Feed Markets As the nation reaches clarity regarding a transfer of power, the markets responded with another big week. Many expect a Democratic-led Washington to turn to...
Axiom | Axiom Vol 234
Week In Review Markets Ignore Disappointing Job Report And Continue To Roll As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management's Dave Spano and Derek...
Axiom | Axiom Vol 233
Week In Review Markets Ignore Disappointing Job Report And Continue To Roll Markets tend to look forward - and at this point, they're looking past a soft jobs report and some whispers that December's jobs report may be worse. At this moment, whether the Senate...
Axiom Vol 232
Week In Review: Markets Ignore Disappointing Job Report And Continue To Roll ICYMI: We Give Thanks Poll: Do You Have A Year-End Tax Planning Strategy? MoneyDo: How To Hire An Estate Planning Attorney Holiday Shopping Prediction DOW Crosses 30,000 Black...
Axiom Vol 230
Happy Holidays! It's Annex Wealth Management's 14th Annual Toy Drive - Donate Today! Week In Review | As Economy Awaits Stimulus, Markets Eye A COVID Vaccine In The Future Poll Recap: Did You Wait Until After The Election To Invest? MoneyDo: Early...
Axiom Vol 229
Markets Love Gridlock - And Odds Are, We'll See It In Washington | Week In Review Annex Wealth Management, USO Recognize GE Healthcare For Its Support Of Veterans & Citizen Soldiers Your Briggs & Stratton Consolidated Retirement and Savings Plan Is...
Axiom Vol 228
Week In Review: Markets Respond To Election, Fantastic Earnings Reports Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Poll Recap: Have You Started Your Holiday Shopping? MoneyDo: Know How Roth &...
Axiom Vol 227
Week In Review: Markets Down Despite Unprecedented Q3 Growth As Election Looms Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Have You Started Your Holiday Shopping? MoneyDo: Estate Planning: Control...
Axiom Vol 226
Week In Review: The Markets Are The True Independent Voter Poll Recap: Do You Own An iPhone? MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan The IBM 2020 C-Suite Study HR's New Challenge The Successful Travis...
Axiom Vol 225
Week In Review: Markets Close Up, But Has Jobs Market Lost Momentum? Poll: Do You Own An iPhone? MoneyDo: Buy Low, Sell High, Diversify One Week Until The Apple 5G iPhone Event Salesforce Predicts: Digital Holiday Sales +30% Retail Sales: Is October The...
Axiom Vol 224
Week In Review: Markets Ride High On Accommodative Fed And Signs Of Stimulus Poll Recap: Social Security Beneficiaries - How Much Of A COLA Raise Do You Expect? MoneyDo: Understand Your Options For Medicare Open Enrollment 28,000 Disney Layoffs Private...
Axiom Vol 223
Week In Review: Markets Try To Process A President With COVID Poll: Social Security Beneficiaries: How Much Of A COLA Raise Do You Expect? MoneyDo: Consider Who Can & Will Act As Your Power of Attorney ICYMI: Part One: What The US Election Means For...
Axiom Vol 222
Week In Review: Will Market Decline Foretell Election Results? Retirement plan changes? We can help. Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing? MoneyDo: Review and Update Your Income Tax Withholding The High...
Axiom Vol 221
Week In Review: Pre-Election Volatility Sets In - With A 2020 Twist Retirement plan changes? We can help. Poll: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing? Have a question for us? Submit your questions here at Ask...
Axiom Vol 220
Week In Review: Markets Reflect Election Concerns Retirement Plan changes? We can help. Poll Recap: Do You Have A Fantasy Football Team? MoneyDo: Estate & Trust Administration Americans Are Saving Time & Money Working From Home New Unemployment...
Axiom Vol 219
Week In Review: Fed Chair Hints Employment Recovery Is Years Away Retirement Plan Changes? We Can Help. Poll: Do You Have A Fantasy Football Team? MoneyDo: Know What You Own: Fixed Income The Summer Of Golf We're Still Spending Harley's Bronx...
Axiom Vol 218
Week In Review: Fed Plans To Let The Economy Run Hot Retirement Plan Changes? We Can Help. Poll Recap: Have You Made Any Home Improvements This Summer? MoneyDo: If You’re Looking To Find A More Tax-Friendly State, Look At These Key Factors… DYADT: Does...
Axiom Vol 217
Week In Review: Apple Leads Markets Higher - Despite An Uptick In Unemployment Retirement plan changes? We can help. Poll Recap: It's National Make A Will Month! Have You Created Your Will? MoneyDo: Protect Yourself/Family From Financial Elder...
Axiom Vol 216
Week In Review: An Historical 100 Day Market Rally Retirement Plan changes? We can help. Poll: It's National Make A Will Month! Have You Created Your Will? MoneyDo: When To Review Your Estate Plan AAA Says Do Your Own Driving Disney Plus Beats It's...