Year In ReviewHappy New Year!This week’s Axiom reviews your favorite articles, videos, and radio segments from 2022. The year had its ups and downs, and it was fun to go back and track our insight through all the changes. We’re excited about 2023, and hope The Axiom...

Fed Indicates More Rate Hikes Coming | Special Edition Axiom: 2023 Resolutions – Financial Planning, Investment, Estate Planning, Financial Education, Wealth Management, Year-EndWeek In ReviewFed Indicates More Rate Hikes ComingDespite exceeding the 2-year treasury,...

1. PPI Stays Hot, But Inflation May Be Cooling 2. Recap: Do You Find It Harder To Spend? 3. It Really Was A Silent Night 4. The Annex Charitable Foundation Supports Local Organizations 5. Should I Wait Until The Market Recovers To Rollover A 401(k)? 6. If you don't...

1 | Week In ReviewJobs Report Makes The Fed's Job HarderThe Fed's dual mandate of low inflation and full employment is not met. What will the Fed do now that inflation continues and employment is staying hot? Annex Wealth Management's Dave Spano and Jason Cooper...

1. Fed “Pivot” A Long Ways Away, Expect A “Pause” Instead 2. What Do You Still Need To Consider? 3. When To Review Your Estate Plan 4. AXIOM was the Wordle word if the day on November 21st! 5. Ask Us A Question! 6. Setting A Goal Is Not The Main Thing... 7. Should I...

Does The Sharply Inverted Yield Curve Mean Recession? | Happy Thanksgiving From All Of Us At Annex Wealth Management1 | Week In ReviewDoes The Sharply Inverted Yield Curve Mean Recession?Historically, an inverted yield curve tends to foretell a coming recession. But...

FeaturedAnnex Wealth Management 2022 Year-End Tax GuideTax laws seem to change each year, which is why Annex Wealth Management produces its Year-End Tax Guide. This year, some taxpayers will experience changes in tax law regarding deductions. Make sure to review how –...

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...

1 | Week In ReviewMarkets Close Up Again Despite Rising PCE.Markets saw another increase across major indices, but they may be looking past the recession many are predicting. Why do analysts still see a recession while GDP was up? Annex Wealth Management’s Dave Spano...

1 | Week In ReviewMarkets Enjoy Rebound Week As Euro Economy SuffersAll 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...