Axiom | Vol 399

Week In Review Something Old, Something New, Something Borrowed, Something Blue Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue. Ask Annex Drawing On...

Axiom | Vol 398

Week In Review Expectations, Reality, & Opportunity January CPI data is out and the market is beginning to see eye to eye with the fed on a path to rate cuts. Annex Wealth Management’s Mark Beck  and Brian Jacobsen discuss. Ask Annex 403(b) vs. 401(k) | 401(k)...

Axiom | Vol 397

Week In Review Pushback, Bellwethers & Deficits The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what’s driving them. Ask Annex The FIRE Movement | Market Neutral Stocks |...

Axiom | Vol 396

Week In Review Positive Jobs Report, Bad News For Interest Rates Good news is bad news. A positive jobs report likely means that the fed will delay interest rate cuts – Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Download HOT OFF THE PRESS!...

Axiom | Vol 395

Week In Review Will There Be A Recession In 2024? We didn’t have a recession in 2023. Looking ahead, will we eventually have to pay the piper? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Ask Annex Indices To Follow | Consolidating 401(k)s | Low...

Axiom | Vol 394

Week In Review Tech Pushes S&P 500 Above Previous Peak Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss tech, the World Economic Forum, and when the Fed might cut rates. Ask Annex Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money...