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Annex Wealth Management Blog Archive
Axiom | Vol 517
Iran Outcome May Impact Fed’s Decisions | Join us for our upcoming June webinars! | The Retirement Smile Explained | Listen to the Annex Wealth Management SWOT Podcast! | “Don’t underestimate the value of doing nothing” | Read Monthly Macro & Market Musings | The Early Retirement Checklist | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Macro & Market Musings | 5/29/2026
Comments based on information available as of 5:15 am CT on 5/29/2026 Growth: the shock absorbers are mostly gone. A few months ago, consumers had some nice economic shock absorbers: the anticipation of generous tax refunds and a...
Is It A Good Idea To Have Multiple Retirement Accounts?
Is It A Good Idea To Have Multiple Retirement Accounts?Many people collect retirement accounts over the course of a career without ever stepping back to see the full picture. That scattered approach can create confusion, missed opportunities and unnecessary risk....
New Survey Shows Americans Losing Faith in Retirement Security
New Survey Shows Americans Losing Faith in Retirement SecurityA new Wall Street Journal analysis shows that fewer retirees and workers feel secure about having enough saved, even after years of market growth. Is this a short term confidence problem, or a long term...
The Retirement Smile Explained
The Retirement Smile ExplainedRetirement spending changes over time. What you’re spending during early retirement (The Go-Go Years) may change during middle retirement (The Slow-Go Years) and change again during Late Retirement (The No-Go Years). Understanding these...
Axiom | Vol 516
What Worries Investors May Not Worry Markets | The Early Retirement Checklist | Listen To Us On The Radio!
Axiom | Vol 516
What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy
Axiom | Vol 515
Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist
Axiom | Vol 515
Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist
Macro & Market Musings – 5/15/2026
Comments based on information available as of 5:15 am CT on 5/15/2026 Growth: Something’s Got to Give Retail sales rose +0.5% in April, but excluding gasoline, sales only rose 0.3%. During that same period, inflation excluding energy was +0.4%, so real spending...