The Annex Wealth Management Blog

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

1. Retail Sales Down - In The Eye Of The Storm 2. Poll: What Do You Wish You Had Known? 3. Is Your Financial Literacy Affecting Your Plan? 4. Discover What Probate Is 5. Ask Us A Question! 6. “The greatest source of wealth…” 7. Who Needs An LLC?1 | Week In Review...

1. Is This The Eye Of The Storm? 2. Poll: What Kind of Retiree Are You? 3. Is Your Financial Literacy Affecting Your Pla? 4. Review What You're Actually Paying For Your Annuity 5. Ask Annex Video 6. “Learning never…” 7. Side Hustles: A Sign Of Struggle, Or Of Growing...

1. More Signs A Recession Is Near 2. Poll: Do You Spring Clean? 3. Are You Happy With Your Picks? 4. Know What You Own: Equities 5. Ask Us A Question! 6. “If we had no winter…” 7. How Sites Like Ancestry.com, 23AndMe, & Others Can Disrupt An Estate Plan1 | Week In...

1. Fed Both The Arsonist & The Firefighter 2. Poll Recap: Should The U.S. Keep DST? 3. Are You Happy With Your Picks? 4. Consider These 11 Reasons To Start Estate Planning 5. Ask Annex 6. “If you're not making mistakes…” 7. Remarriage & Estate Planning1 | Week...

1. More Signs Rate Increases Are Taking Hold 2. Poll: Should The U.S. Keep DST? 3. Don't Let Inflation Crash Your Retirement Party 4. Consider These 11 Reasons To Start Estate Planning 5. Ask AUs A Question! 6. “The two most powerful warriors…” 7. Inside Annex: The...

1. Good Economic Data-What Will The Fed Do? 2. Poll Recap: Does The New RMD Age Affect Your Retirement Planning? 3. Don't Let Inflation Crash Your Retirement Party 4. Evaluate HSAs Available To You 5. Ask Annex 6. “Think like a proton…” 7. HSA & High Deductible...

1. Inflation Stays Hot - What Now? 2. Poll: Does The New RMD Age Affect Your Retirement Planning? 3. Don't Let Inflation Crash Your Retirement Party 4. Consider Satisfying Your RMDs Sooner Than Later 5. Ask Annex 6. “Don't judge each day…” 7. The Advantages Of Taking...

1. Consumer Spending Ignores Inverted Yield Curve 2. Poll Recap: How Will You Watch The Super Bowl? 3. Maintain Your Lifestyle In Retirement 4. Understand & Prepare For Long-Term Care 5. Ask Us A Question! 6. “Things work out best for those…” 7. Financial Planning...

1. New Economic Data & Bulls Vs. Bears 2. How Will You Watch The Super Bowl? 3. Who's On Your Team? 4. Early Retirees - How To Bridge The Health Insurance Gap 5. Ask Annex - Bad TikTok Advice 6. “Teamwork…” 7. Is Annex The Right Fit For You?1 | Week In ReviewNew...

1. The Fed Meeting, A Big Week In Earnings, & A Surprising Job Number 2. How Do You Exercise Your Brain? 3. Maintain Your Lifestyle In Retirement 4. Know And Plan Your Cash Flow 5. Ask Us A Question! 6. “The way to get started is to quit talking and begin doing…”...

1. Eyes On Two Things Next Week 2. How Do You Exercise Your Brain? 3. Protect Yourself From Financial Elder Fraud 4. Maintain Your Lifestyle In Retirement 5. Emerging Markets, Owning Gold, Buying At Market Open, After Market Trading 6. "Often when you think you're at...

1. Will Earnings Season Hint At A Slowdown? 2. Financial Decision Influencers 3. Maintain Your Lifestyle In Retirement 4. Beware Of Conflicting Opinions On Your Asset Allocations 5. Ask Us A Question! 6. If the wind will not serve, take the oars... 7. Are You An...

1. CPI Indicates Rate Increases May Pause 2.When Do You File Your Taxes? 3. Get Organized For Income Taxes 4. Kick Off 2023 With A Real Financial Plan 5. Ask Annex: Online Banks, Retirement Accounts From Previous Employers, Accounts For Grandkids 6. Money is a...

1. Bad News Encourages Markets 2. When Do You File Your Taxes? 3. Audit The Financial Advice You're Receiving 4. Kick Off 2023 With A Real Financial Plan 5. What Happens After I Fill Out The Get Started Form? 6. If you're trying to lose weight, it won't happen if you...

Year In ReviewHappy New Year!This week’s Axiom reviews your favorite articles, videos, and radio segments from 2022. The year had its ups and downs, and it was fun to go back and track our insight through all the changes. We’re excited about 2023, and hope The Axiom...

Fed Indicates More Rate Hikes Coming | Special Edition Axiom: 2023 Resolutions - Financial Planning, Investment, Estate Planning, Wealth Management, Year-EndWeek In ReviewFed Indicates More Rate Hikes ComingDespite exceeding the 2-year treasury, the Fed indicated it...

1. PPI Stays Hot, But Inflation May Be Cooling 2. Recap: Do You Find It Harder To Spend? 3. Consider If You Need Life Insurance 4. Kick Off 2023 With A Real Financial Plan 5. Should I Wait Until The Markets Cool Off To Rollover A 401(k)? 6. When you don't know where...

1 | Week In Review Jobs Report Makes The Fed's Job HarderThe Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper...

1. Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead 2. What Do You Still Need To Consider? 3. When To Review Your Estate Plan 4. Ask Us A Question! 5. Setting a goal is not the main thing... 6. Should I Wait Until The Market Recovers To Rollover A 401k? 7....

Does The Sharply Inverted Yield Curve Mean Recession? | Happy Thanksgiving From All Of Us At Annex Wealth ManagementWeek In ReviewDoes The Sharply Inverted Yield Curve Mean Recession?Historically, an inverted yield curve tends to foretell a coming recession. But...

Featured: The Annex Wealth Management 2022 Year-End Tax Guide 1. Inflation Softer Than Expected, Keeping An Eye On US Dollar 2. Does Your Tax Strategy Need Consideration? 3. Capital Gain/Loss Planning: Capital Gains Distributions; Tax Loss Harvesting 4. Converting...

1 | Week In Review Will Interest Rates Continue To Rise?As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward? 2 | Poll Does Your Tax Strategy Need Consideration? A recent survey of tax professionals on tax...

1 | Week In Review Markets Close Up Again Despite Rising PCEWhy do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss.2 | Poll Do You Feel Prepared? SourceBACK TO TOP ↑ 3...

1 | Week In Review Markets Enjoy Rebound Week As Euro Economy SuffersAll major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming...

1 | Week In Review Inflation Stays Hot. Look For Another Rate Increase.Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske...

1 | Week In Review Employment Hasn't Joined The Recession - Yet.While Friday’s job numbers indicated a healthy employment situation, closer scrutiny may show some signs that the employment market may be changing. Are we experiencing a shallow recession, or the shallow...

1 | Week In Review It Looks Like A Recession In 2023.For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income...

1 | Week In Review Fed Projections Aren't A Soft LandingWhile the markets anticipated another 75 basis point hike in the Fed Funds rate, some analysts were surprised to hear the Fed revise its projections for a rougher 2023. Can both GDP and unemployment rise in 2023?...