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Annex Wealth Management Blog Archive
Axiom | Vol 500
A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Money & Family: Expert Tips For Awkward Conversations | Instant Insight: Jobs & The Economic Outlook | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings | APPLETON | Saving the Family Farm | Tuesday, February 10
Axiom | Vol 500
A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Quarterly Performance Reports Are Available | Estate Planning Basics | February 3 | Advanced Estate Planning | February 18 | Money & Family: Expert Tips For Awkward Conversations | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings
Macro & Market Musings – 1/30/26
Comments based on information available as of 6:00 am CT on 1/30/2026 Growth: When Slowing and Growing Don't Mix The Fed's policy statement upgraded its assessment of economic growth from "moderate" to "solid." That's encouraging. However, when I look at what's...
Money & Family: Expert Tips For Awkward Conversations
Talking about money with family can be tricky, even when everyone has the best intentions. Deanne Phillips, CFP®, CDFA®, ABFPsm discusses strategies to navigate family money talks calmly and effectively.
How Do Donor Advised Funds (DAFs) Work?
Donor-advised funds are getting a lot of attention. They’re flexible, tax-smart, and can make a big difference in how you plan your giving. Gregory Vidmar, CFP® breaks down what they are, why they matter, and how they can fit into your year-end strategy.
Axiom | Vol 499
Could The US Economy Echo Japan’s Demise? | Family Caregivers: Don’t Miss Out On Important Tax Benefits | Instant Insight: The Fed & The Markets | WEBINAR | January 28 | Dynasty 529 Plans & Other 529 Concepts With Khaleel Ali from Edvest | Listen to Wealthyist! | Want to hear more from our team? Check out our SWOT podcast!
Axiom | Vol 499
Could The US Economy Echo Japan’s Demise? | Family Caregivers: Don’t Miss Out On Important Tax Benefits | Estate Planning with Wills, Trusts and Beyond | APPLETON | January 26 | Instant Insight: The Fed & The Markets | WEBINAR | January 28 | How Much Money Would You Need To Feel Wealthy? | Credit Card Caps? | Listen to the SWOT Podcast!
Macro & Market Musings – 1/23/26
Comments based on information available as of 6:00 am CT on 1/23/2026 Growth: Riding The Coattails Third-quarter gross domestic product (GDP) growth was revised upward to a very healthy 4.4% annualized rate. While not an official forecast, the Federal Reserve Bank of...
How Much Money Would You Need To Feel Wealthy?
In Schwab’s latest survey, Americans say about $2.3 million makes them feel wealthy. But wealth isn’t just about money - so let’s explore what that really means.
Reuters: JPMorgan’s Dimon warns of ‘economic disaster’ as Trump backs credit card rate cap
Jan 21 (Reuters) - JPMorgan Chase (JPM.N), opens new tab CEO Jamie Dimon warned on Wednesday that a proposal to cap credit card interest rates would amount to economic disaster, while U.S. President Donald Trump doubled down on the idea and said he was asking...
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