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Annex Wealth Management Blog Archive
The Silver Tsunami Explained
The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This wave will have implications for the economy, healthcare, housing, and the workforce. Today, we’re diving into what this...
How To Pay For A Wedding (According To A Financial Expert)
Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of future dreams like buying a home or starting a family. Today we’re talking with Tom Berkholtz, CFP®, EA, ECA, Manager...
CNBC: Unlikely shipping through the Strait Of Hormuz will completely halt: Annex Wealth Management
Brian Jacobsen, chief economic strategist at Annex Wealth Management discusses the impact of oil price fluctuations on emerging markets. He also highlights China’s sensitivity to oil prices, noting that 38% of oil that is shipped through the Strait of Hormuz is headed to China.
Axiom | Vol 504
NVidia Posts Big Earnings. The Market Yawns. | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | ICYMI | Advanced Estate Planning Concepts | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Nearing retirement? Make sure you can see the full picture. Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement.
Axiom | Vol 504
NVidia Posts Big Earnings. The Market Yawns. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | THIS WEEK | Moving In Retirement | BROOKFIELD | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Download the 2026 Asset Almanac
Macro & Market Musings – 2/27/26
Comments based on information available as of 6:00 am CT on 2/27/2026 Growth: Strength is the Signal, Not Just Noise The advance Q4 GDP estimate of 1.4% released last week revealed underlying strength beneath a seemingly weak headline. While government outlays weighed...
Shorts | What’s With IEEPA Tariffs?
What’s happening with tariffs under the IEEPA Act? Brian Jacobsen discusses these tariffs and the Supreme Court’s decisions.
#annexwealth #feeonly #fiduciary #ieepa #tariffs
#annexwealth #feeonly #StraitOfHormuz
Macro & Market Musings – 2/20/26
Comments based on information available as of 6:00 am CT on 2/20/2026 Growth: A Broadening, but Stumbling, Bull The US economy continues to defy gravity, even if the stock market has had a few recent setbacks. Second-half 2025 growth was strong, and corporate earnings...
Axiom | Vol 503
How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings
Axiom | Vol 503
How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!
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