Archive

Client Axiom

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...

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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...

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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...

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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...

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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...

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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...

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Axiom | Vol 351

1. More Signs A Recession Is Near 2. Poll: Do You Spring Clean? 3. Ask Us A Question! 4. Consider A Financial Spring Cleaning 5. Webinar Recording Now Available 6. “If we had no winter…” 7. How Sites Like Ancestry.com, 23AndeMe, & Others Can Disrupt An Estate...

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Axiom | Vol 350

1. Fed Both The Arsonist & The Firefighter 2. Poll Recap: Should The U.S. Keep DST? 3. THIS WEEK: Client Exclusive Webinar 4. March Madness Hasn't Always Consisted of 64 Teams 5. Ask Annex 6. “If you're not making mistakes…” 7. Remarriage & Estate Planning1...

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Axiom | Vol 349

1. More Signs Rate Increases Are Taking Hold 2. Poll: Should The U.S. Keep DST? 3. Client Exclusive Webinar 4. The First Country To Adopt DST 5. Ask Us A Question! 6. “The two most powerful warriors…” 7. Inside Annex: The Investment Committee1 | Week In ReviewMore...

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Axiom | Vol 348

1. Good Economic Data-What Will The Fed Do? 2. Poll Recap: Does The New RMD Age Affect Your Retirement Planning? 3. Client Exclusive Webinar 4. There's No Time Limit On HSA Reimbursements 5. Ask Annex 6. “Think like a proton…” 7. HSA & High Deductible Plan...

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