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Annex Wealth Management Blog Archive
Smart Habits of Rich Retirees
Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.
CNBC: Hormuz blockade could deepen world’s worst energy crisis — and risk a dangerous misstep
Tanker traffic through the strait ground to a halt again within hours of Trump’s announcement. | The blockade risks drawing ire from countries buying Iranian oil, including China and India. | Analysts said the blockade could be a negotiating tactic, but warned of the risk of escalation and legal challenges.
Axiom | Vol 510
Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!
Axiom | Vol 510
Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!
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...
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using state-of-the art technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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