In The News
Annex Wealth Management Blog Archive
Axiom | Vol 462
Waiting On New Tone With China | Happy Mother's Day! | 7 Retirement Planning Mistakes You Make In Your 50's | What's a Restricted Stock Unit? | Women & Wealth: Women's Guide To Financial Self-Defense | Wealth Prompt: Trump's First 100 Days | Instant Insight:...
Macro & Market Musings – 5/2/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 461
Earnings Reports, A McRecession, & Rate Cuts | Spring Cleaning: Declutter Your Portfolio - Part 2 | Mequon - Women & Wealth: An Evening Of Passion Assets & Wine Tasting | Brookfield: Moving In Retirement | Webinar: Instant Insight | Navigating The Markets...
Macro & Market Musings – 4/25/25
Macro & Market Musings are weekly insights on Growth, Inflation, Policy and Looking Ahead from Annex Wealth Management’s Chief Economist, Brian Jacobsen. Brian, a frequent contributor on CNBC and Fox Business News, hosts regular updates on the economy and markets....
Axiom | Vol 460
Beige Book Flashes Warning Sign | This Week: Annuity Workshop | Spring Cleaning: Declutter Your Portfolio Part 1 | Leaving Money For My Kids | Chasing Higher Yields | Strategic Bitcoin Reserve | High Speed, Low Drag: Annex Private Client's Streamlined Efficiency |...
Macro & Market Musings – 4/17/25
Comments based on information available as of 9:30am CT on 4/17/2025 Growth: A Sprint Before The Stumble U.S. retail sale leapt 1.4% in March, powered by motor‑vehicle purchases (+5.3%) and broad front‑loading ahead of 25% auto tariffs and higher levies on other...
Axiom | Vol 459 | Easter
Powell's Words Cause Trump Tough Talk | Happy Easter from Annex Wealth Management! | Poll Recap: How Did You Fare In The Retirement Transition Game?Week In ReviewPowell’s Words Cause Trump Tough TalkThe markets didn’t respond well to Fed Chair Powell’s comments on...
Milwaukee Journal Sentinel: Here’s what some local economists say about what’s been going on with the stock market
Here's what some local economists say about what's been going on with the stock market In The News | April 15, 2025 Milwaukee Journal Sentinel First tariffs were placed on dozens of countries and the stock market reacted poorly. Then President Donald Trump said...
Axiom | Vol 458
Big Swings & Backtracking | Tariffs: How They Could Affect Your Portfolio | Latest Episode: Donor Advised Funds Pt. 1 | This Week In Events | Roth Conversion Ladders, Mitigating Risk With Investing, Rebalancing 401ks | Dimensions Of DiversificationWeek In...
Macro & Market Musings – 4/11/25
Comments based on information available as of 7:30am CT on 4/10/2025 Growth: Not Whether, But How Much? A week ago, the market seemed to be pricing in a near certainty of there being a recession. Now, the market seems to be pricing in merely a fear of a recession....
Unleash the Power of What's Next
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.
Sign Up For The Axiom®