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Annex Wealth Management Blog Archive
Macro & Market Musings – 11/28/25
Comments based on information available as of 5:45am CT on 11/28/2025 Growth: Squaring The Circle Consumer confidence has returned to levels near the historic lows we saw last April, when President Trump announced tariffs and the market dropped nearly 20%. However,...
Macro & Market Musings – 11/21/25
Comments based on information available as of 5:45am CT on 11/21/2025 Growth: Dated Data Is Better Than No Data Summer feels like ages ago, but we’re only now getting the backlog of government data. Most of it simply confirms what we already suspected: the economy is...
Macro & Market Musings – 11/14/25
Comments based on information available as of 6:00am CT on 11/14/2025 Fears of a Fed pause in December replaced fears of a prolonged government shutdown. There's always something to worry about, and that's one reason there's something called the equity risk premium....
Axiom | Vol 489
Shutdown's Over. Now What? | Hear Dave Spano on "Point Taken" | Year-End Tax Planning | Single In Retirement: Financial Planning Strategies | Strategies For Business Owners Eyeing An Exit - with TKO Miller's Nick Kozik | Roth Conversions In Your 80s | Optimizing...
Macro & Market Musings – 11/7/25
Comments based on information available as of 7:00am CT on 11/7/2025 Growth: Brought To You By The Letter 'K' Consumer confidence is rising for households earning more than $50,000 and falling for those earning less. Earnings growth expectations are up for big...
Axiom | Vol 488
A Whirlwind Week - How Is Tech Behind It? | Year End Tax Planning | Instant Insight: Inflation Trends | Navigating The Markets | Women's Health Trends & Hormone Therapy - An Interview With Dr. Tes Jordens | 7 Retirement Planning Mistakes You Make In Your 50s |...
Macro & Market Musings – 10/31/25
Comments based on information available as of 5:35am CT on 10/16/2025 Growth: Confirmation Bias Run Amok When reliable data is scarce, prior beliefs tend to persist. While government statistics offer the most comprehensive and dependable insights, alternative...
Axiom | Vol 487
A New Tech Bubble? This Looks Different | Destination: Retirement. Are We There Yet? | Wealthyist: The podcast that discusses the lifestyles, choices, and strategies of the wealthy | Retirement Changes: What You Need To Know | Think Twice Before Selling Assets In...
Macro & Market Musings – 10/24/25
Comments based on information available as of 7:35am CT on 10/16/2025 Growth: Alternative Reality Without official government data releases, it's hard to gauge the health of the economy. There are private sector sources as an alternative, but they don't have the same...
Axiom | Vol 486
Strong Data Seems To Hint At More Expansion | Year End Tax Planning - Brookfield | Instant Insight | What The One Big Beautiful Bill Means For Your Taxes & Retirement | Should You Delay Retirement? Here Are Some Reasons You Might Want To | Read The Latest "Macro...
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