In The News
Annex Wealth Management Blog Archive
Family Caregivers: Don’t Miss Out On Important Tax Benefits
Deanne Phillips, CFP®, CDFA®, ABFPsm helps shed light on how thoughtful financial planning can ease the burden of caregiving and uncover potential tax advantages.
Bloomberg: Trump’s Tariff Threats Hit European Markets From Cars To Credit
US President Donald Trump’s announcement of new tariffs on eight European countries over Greenland is set to weigh on risk sentiment as trading kicks off on Monday, with the region’s equities facing the brunt of any selloff. Trump on Saturday announced a 10% tariff as...
Solo Aging
The “solo aging” trend is reshaping not just lifestyle decisions but also financial, legal, housing, and health-care planning. Financial Planning Specialist, Arabella Parins, CFP® is here to discuss.
Axiom | Vol 498
Market Rotation Hints At Optimism For Main Street | THIS WEEK | Selling A Business: Where To Start | WEBINAR | Perspectives, Policies, & Positioning Recording Available | PFISTER | Navigating the Markets 2026 & Beyond | January 21 | How Does The US Federal Gift Tax Work? | The Real Psychology of Wealthy Home Design | Wealthyist | Read Macro & Market Musings! Each week Annex Wealth Management’s Dr. Brian Jacobsen shares his brief observations on the markets and economy.
Macro & Market Musings – 1/16/26
Comments based on information available as of 7:30 am CT on 1/16/2026 Growth: Brighter days ahead? The Fed's Beige Book (a collection of qualitative information from around the country) finally said economic activity is improving. It's a "slight to modest"...
Axiom | Vol 498
Market Rotation Hints At Optimism For Main Street | Selling A Business: Where To Start | WEBINAR | January 20 | The Art of Giving: Tax-Savvy Strategies for Greater Impact | NAPLES | January 20 | Navigating the Markets 2026 & Beyond | PFISTER | January 21 | Women, Wealth & Wisdom: 2026 Love & Lies Unveiled | MEQUON | January 22 | How Does The US Federal Gift Tax Work? | The Real Psychology of Wealthy Home Design | Wealthyist
From Reuters: Instant View: Investors React as Trump-Fed feud escalates
SINGAPORE, Jan 12 (Reuters) - Tensions between the White House and the U.S. central bank sharply escalated over the weekend, with Federal Reserve Chair Jerome Powell saying the administration had threatened him with a criminal indictment related to the Fed...
Macro & Market Musings – 1/9/26
Comments based on information available as of 8:45am CT on 1/9/2026 Growth: Ending With a Thud The nonfarm payroll number was less than thrilling. A gain of 50,000 is better than a loss, but we do know that these numbers will likely be revised lower. In 2024, payrolls...
Axiom | Vol 497
Tech Adoption May Spur Big GDP Numbers | Less Crying, More Thriving: Jake Biernbaum on Horses, Humans, and Smart Business | Wealthyist | Instant Insight: Inflation Trends | WEBINAR | Investing: Accumulation Vs. Alignment | Selling A Business: Where To Start | WEBINAR | Ending With A Thud. Starting With A Bang. | Macro & Market Musings
From TechStock2:Fermi Inc stock slides 10% on fresh class-action filing headlines, with Evercore conference next
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