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Annex Wealth Management Blog Archive
Axiom | Vol 485
The Beige Book Is Out & The Shutdown Continues | Understand Your WRS Pension Potential | Instant Insight: OBBBA & Roth Conversion | Just Announced: Social Security Updates For 2026 | Single In Retirement | Continued Information Surrounding The One Big...
Macro & Market Musings – 10/17/25
Comments based on information available as of 5:35am CT on 10/16/2025 Growth: 50 Shades Of Beige The Fed's Beige Book certainly didn't paint a rosy picture for the US, but it also wasn't bleak. Three of the 12 Federal Reserve Districts reported slight to modest...
Macro & Market Musings – 10/10/25
Comments based on information available as of 6:35am CT on 10/10/2025 Growth: Better Than Nothing With a government shutdown delaying key official data releases, the Federal Reserve's upcoming Beige Book may be give clarity on what's happening on the ground in...
Axiom | Vol 484
Consumers May Be Looking For Confidence | Year-End Tax Planning | Instant Insight: Inflation Trends | Women & Wealth: Understanding Eldercare & Pre-Planning Final Arrangements | Listen To Wealthyist | Wealth Prompt: Charitable Giving | Download: Optimizing...
Macro & Market Musings – 10/3/25
Comments based on information available as of 6:55am CT on 10/03/2025 Growth: Shutdown Slowdown "What, me worry?" But there may be more than meets the eye to this government shutdown. The pain individuals feel who are furloughed should not be minimized. However, for...
Axiom | Vol 483
Markets Shrug At Shutdown | Just Announced: Year-End Tax Planning Event | Download: Optimizing Through Change. 2025 Year-End Tax Planning | Did You Know? The IRS Is Phasing Out Paper Tax Refund Checks. What Does That Mean For You? | Naples: Single In Retirement |...
Macro & Market Musings – 9/26/25
Comments based on information available as of 6:55am CT on 9/26/2025 Growth: Silver Linings Emerge Amid signs of cooling in some areas (job growth and existing home sales), pockets of resilience are shining through. U.S. new home sales soared in August to an...
Axiom | Vol 482
Retail Sales Up: The Fed Has A Predicament | Available Now: Optimize Through Change. 2025 Year-End Tax Planning | Single In Retirement: Financial Planning Strategies - Brookfield | What Women Need To Know About Divorce | More Money, More Problems? | Download "One Big...
Macro & Market Musings – 9/19/25
Comments based on information available as of 5:45am CT on 9/19/2025 Growth: A Bowling Ball More Than A Crystal Ball Published government data tells us, imperfectly, what happened in the past. It doesn't tell us what is happening or what will happen. Just because the...
Axiom | Vol 481
Why The Fed's Rate Cut Impacted Small Caps | Just Announced: Ask Annex Anything | Download "One Big Beautiful Bill Act Planning Tactics" | Don't Let Supporting Your Adult Children Ruin Your Retirement | Destination: Retirement. Are We There Yet? | Keep Up To Date With...
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