Axiom | Vol 333

Does The Sharply Inverted Yield Curve Mean Recession? | Happy Thanksgiving From All Of Us At Annex Wealth Management Week In Review Does The Sharply Inverted Yield Curve Mean Recession? Historically, an inverted yield curve tends to foretell a coming recession. But...

Axiom | Vol 332

Featured: The Annex Wealth Management 2022 Year-End Tax Guide 1. Inflation Softer Than Expected, Keeping An Eye On US Dollar 2. Does Your Tax Strategy Need Consideration? 3. Capital Gain/Loss Planning: Capital Gains Distributions; Tax Loss Harvesting 4. Converting...

Axiom | Vol 331

1 | Week In Review Will Interest Rates Continue To Rise? As the Fed increased rates by the expected 75 basis points, what’s in store for interest rates moving forward?  2 | Poll Does Your Tax Strategy Need Consideration? A recent survey of tax professionals on tax...

Axiom | Vol 330

1 | Week In Review Markets Close Up Again Despite Rising PCE Why do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano and Derek Felske discuss. 2 | Poll Do You Feel Prepared? More than 43% of Americans today feel unprepared or...

Axiom | Vol 329

1 | Week In Review Markets Enjoy Rebound Week As Euro Economy Suffers All major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming...

Axiom | Vol 328

1 | Week In Review Inflation Stays Hot. Look For Another Rate Increase. Early earnings reports have been pretty good, but CPI, PPI, and retail sales did not report positively. What can we expect from the Fed? Annex Wealth Management’s Dave Spano and Derek Felske...