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Annex Wealth Management Blog Archive
Axiom | Vol 471
Fed May Wait Until September | What The Big Beautiful Bill Means For Your Taxes & Retirement | Wealth Prompt: Model Portfolios | Read The Annex Investment LexiconWeek In ReviewFed May Wait Until SeptemberPresident Trump got Congress to meet deadlines – the Big...
Macro & Market Musings – 7/3/25
Comments based on information available as of 7:00am CT on 7/03/2025 Growth: Pent Up Animal Spirits? The Job Openings and Labor Turnover Statistics is not the most reliable labor market survey. The response rate is down from 70% in 2015 to 35% in 2025. The big...
Axiom | Vol 470
Jobs Report & The Fed's Next Move | Celebrating Freedom: Happy Independence Day | July Webinar: Understand Your WRS Pension PotentialWeek In ReviewJobs Report & The Fed’s Next MoveJobs numbers were better than expected, and the next inflation number is set to...
Macro & Market Musings – 6/27/25
Comments based on information available as of 7:45am CT on 6/27/2025 Growth: Slowing, Not Stopping First quarter gross domestic product estimates were revised down as consumers spent less on services than originally thought. However, inflation-adjusted disposable...
Axiom | Vol 469
Will Trump Appoint A Backseat Driver For The Fed? | Good Health As A Tax Strategy | 7 Reasons Cash Isn't A Great Long-Term Investment | Join Us Thursday For Instant Insight! | Part 2: Financial Jargon Explained | Webinar: Understand Your WRS Pension PotentialWeek In...
Macro & Market Musings – 6/20/25
Comments based on information available as of 7:45am CT on 6/20/2025 Growth: Payback Time Retail sales in May fell 0.9% with the biggest decliners being cars and building materials. A lot of this is just a payback from consumers front-loading purchases of those bigger...
Axiom | Vol 468
Waiting & Watching | 7 Reasons Cash Isn't A Great Long-Term Investment | You Think You Know About LLCs, But... | Financial Jargon Explained: Part 1 | Ask Annex! | July Webinar: Understand Your WRS Pension Potential Week In ReviewWaiting & WatchingAnnex Wealth...
Macro & Market Musings – 6/13/25
Comments based on information available as of 7:45am CT on 6/13/2025 The situation between Israel and Iran is on investors' minds. As has happened historically, yields fell, oil prices rose, and stock prices fell. Oil prices spiked and that can weigh on growth and...
Axiom | Vol 467
Impact Of The Attack On Iran | Happy Father's Day! | Instant Insight: The Fed & The Markets | Working With A Fiduciary: The Journey Of An Annex Wealth Management Client | Women & Wealth: 5 Market Volatility Tips (& 1 Not-So-Secret Weapon) What's A NQSO or...
Macro & Market Musings – 6/6/25
Comments based on information available as of 5:45am CT on 5/30/2025 Growth: Fissures Forming Initial jobless claims have moved up, private sector payroll growth has slowed, and even service sector activity has slowed. Layoffs have been announced by some of the...
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