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Annex Wealth Management Blog Archive
Macro & Market Musings – 4/10/26
Comments based on information available as of 6:00 am CT on 4/3/2026 Growth: Running on Fumes? February's personal income and outlays data raised an uncomfortable question about how much fuel the U.S. consumer really has left in the tank. Personal income fell in...
Axios Markets: Relief Rally
Today we dive into what’s happened over the past 12 hours and what comes next. Plus, a new recession indicator and a look at how health insurance companies are under fire.
Shorts | Fracking & Crude Oil Exports #annexwealth
Fracking & Crude Oil Exports. Hear what CEO Dave Spano and Chief Economic Strategist Brian Jacobsen have to say. #annexwealth #feeonly #fiduciary #crudeoil #fracking
Shorts | Oil Prices After Infra. Damage #annexwealth
April 1st speech, the market response, and oil prices after infra. (infrastructure) damage. Hear what Chief Economic Strategist Brian Jacobsen has to say. #annexwealth #feeonly #fiduciary #oilprices #spotoil
Axiom | Vol 509
Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | 401k Use Hits New High | Introducing The Annex Asset Almanac!Week In ReviewDespite Turmoil, GDP...
Axiom | Vol 509
Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy & Legacy: Guiding Athletes to Meaningful Impact | Money Guilt: Practical Ways To Heal & Deal | The Year of the...
Before You Raid Your 401(k), Watch This
More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.
Axiom | Vol 508
Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | 401k Use Hits New High | Introducing The Annex Asset Almanac!Week In ReviewThe Iran Conflict May...
Yahoo Finance: 2 reasons this strategist is bullish on the financials sector
Annex Wealth Management chief economic strategist Brian Jacobsen outlines the top reasons he’s bullish on the financials sector lately.
Axiom | Vol 508
The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings
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