In The News
Annex Wealth Management Blog Archive
Bloomberg: Stocks Churn on War Jitters as Oil Keeps Rallying: Markets Wrap
Wall Street traders parsing geopolitical headlines kept a lid on stocks and bonds, with oil jumping as a move from rich nations to deploy reserves was considered just a reprieve amid the war in Iran.
How To Build A Living Legacy With Confidence
Did you know that the average cost and duration of long-term care is probably less than you think? Did you know that you can gift over the Annual Gift Tax Exclusion tax-free if you structure it properly and submit the correct tax forms? Tom Berkholtz, CFP®, EA, ECA is...
Spectrum News: Time to trade? Investment advice as war continues
As uncertainty continues about how long the Trump administration may continue its attacks on Iran and what the fallout from the Iran war could entail, the markets bounced higher Monday after days spent in a broad sell-off.
Retirement Savings: Leave It Or Roll It?
When you leave an employer or become eligible for a distribution from your workplace retirement plan, you’re faced with an important decision about what to do with your accumulated savings. Options to consider are leaving the money in your employer’s plan, rolling it...
Axiom | Vol 505
Why China May Face Stress From The Iran Conflict | NEW SHOW ALERT | Listen to The Women & Wealth Show from Annex Wealth Management | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Want Your Tax Refund On Time? New IRS Requirements You Need To Know | Resist The Urge To React | Read Macro & Market Musings | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel | Wealthyist
Axiom | Vol 505
Why China May Face Stress From The Iran Conflict | NEW SHOW ALERT | Listen to The Women & Wealth Show from Annex Wealth Management | Resist The Urge To React | Read Macro & Market Musings | Redefining Luxury: From Bling to Meaningful Moments – The New Era of Wealthy Travel | Wealthyist | Want Your Tax Refund On Time? New IRS Requirements You Need To Know | Nearing retirement? Make sure you can see the full picture. | Listen To Us On The Radio!
CBS News: Stocks sink as oil prices sizzle and U.S. hiring fizzles
Stocks fell on Friday, closing out a week of turbulence on Wall Street marked by signs that the U.S. labor market is weakening and mounting concerns about the economic impact of the war in Iran.
Macro & Market Musings – 3/6/26
Comments based on information available as of 6:00 am CT on 3/6/2026 Growth: A Jolt For Some, A Shock For Others The surge in oil prices is acting as a global economic stress test—and for some, a personal one. In high-income, diversified economies like the U.S.,...
Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to...
Enhanced ACA Subsidies Expired: Impact On Retirees
Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA,...
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