1 | Week In ReviewThe Bull Is Back – For How Long?The S&P followed the NASDAQ to 20% growth since last October's lows. Small caps show strength, as does the Japanese market. Will this bull run stay? Will the Fed raise rates next week? Annex Wealth Management's...
Archive
Client Axiom
Axiom | Vol 361
1 | Week In ReviewEconomy Remains Solid - Can We Avoid A Pullback?This week's data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management's Derek Felske and Danny Clayton...
Axiom | Vol 360
Remember & HonorThis Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country. From all of us at Annex Wealth Management, thank you.Week In ReviewDid Nvidia Save The Market?Nvidia’s earnings report was one of the best Annex...
Axiom | Vol 359
1 | Week In ReviewPotential For Bumpy Quarter As Debt Ceiling Debacle Heats UpA down day Friday after an up week. US debt-limit negotiations hit an impasse and mortgage payments reach an all time high. Annex Wealth Management’s Dave Spano and Derek Felske discuss.2...
Axiom | Vol 358
1 | Week In ReviewEarnings Beat Expectations, But Clouds LoomTech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek...
Axiom | Vol 357
1 | Week In ReviewFed May Pause But Employment Stays StrongEarnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.Annex...
Axiom | Vol 356
1. Tech Rides AI To Big Earnings 2. Poll: Paper Or Digital? 3. ICYMI - 2023 Q1 Recap & Outlook 4. A Message From TD Ameritrade 5. Ask Us A Question! 6. “Someone's sitting in the shade today…” 7. Retirement Planning Without A 401(k)1 | Week In ReviewTech Rides AI...
Axiom | Vol 355
1. Awaiting Big Tech Earnings 2. Survey Recap: What Do You Wish You Had Known? 3. Visual Learning: Inherited IRAs 4. Stream Our Podcasts! 5. Ask Annex: 6. “Financial Literacy is not an end…” 7. Veteran Disability Benefits1 | Week In ReviewAwaiting Big Tech...
Axiom | Vol 354
1. Retail Sales Down - In The Eye Of The Storm 2. Survey: What Do You Wish You Had Known? 3. Inflation & Rate Hikes & Bears - Oh My! 4. On-Demand Information Is Available To Clients 5. Ask Us A Question! 6. “The greatest source of wealth…” 7. Who Needs An...
Axiom | Vol 352
1. Is This The Eye Of The Storm? 2. Poll: What Helped Prepare You For Retirement? 3. ICYMI: Financial Planning In A Changing Tax World 4. April Is Financial Literacy Month! 5. Ask Annex Video 6. “Learning never…” 7. Side Hustles: A Sign Of Struggle, Or Of Growing...
Unleash the Power of What's Next
After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
Sign Up For The Axiom®

