Archive

Client Axiom

Axiom | Vol 272

Client Axiom | Vol 272What are factors that affect inflation? What are some signs I should look for to anticipate inflation? | Quadruple Witching Caps 2 Down Weeks - But Markets Show Signs Of Life Meet The Axiom®’s...

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Axiom | Vol 271

Client Axiom | Vol 271How Transitory Is Inflation? Meet The Axiom®’s Guest Editor: Suzy Lopez, CFP®I’m Suzy Lopez, a Wealth Manager at Annex and I meet with Annex clients to review their investments and financial...

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Axiom | Vol 270

Client Axiom | Vol 270August Markets Positive While Fed Likely Delays Tapering Meet The Axiom®’s Guest Editor: Derek V.W. Felske, CFA®Hello, I’m Derek Felske, Chief Investment Officer at Annex Wealth Management. ...

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Axiom | Vol 269

Client Axiom | Vol 269Powell's Dovish Comments Help Make The Case For Equities Meet The Axiom®’s Guest Editor: Tom Berkholtz, CFP®My name is Tom Berkholtz, and I am a Financial Planning Specialist at Annex Wealth...

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Axiom | Vol 268

Client Axiom | Vol 268World Events, Stocks Showing Volatility, & Delta Are Top Of Mind Meet The Axiom®’s Guest Editor: David G. Batten, CFP®, CIMA®, CRPS®I’m David Batten, one of the Wealth Managers here at...

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Axiom | Vol 267

Client Axiom | Vol 267Stellar Financial Climate Causes Some To Increase Year-End Targets Meet The Axiom®’s Guest Editor: Mike VenturiniHi! My name is Mike Venturini. I’m part of the team here at Annex. My role as...

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Axiom | Vol 266

Client Axiom | Vol 266Fear & Greed Still Leans Fear As Markets Continue Climb | August Is National Make A Will Month Meet The Axiom®’s Guest Editor: Bryan Fiore, CRPC®, CSRIC™I am Bryan Fiore, Wealth Manager...

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Axiom | Vol 265

Client Axiom | Vol 265Market Reacts To Delta Variant Meet The Axiom®’s Guest Editor: Trevor NargisHi, I’m Trevor Nargis and I’m on Annex’s Investment Management Team. I’m involved with the day-to-day management and...

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Axiom | Vol 264

Client Axiom | Vol 264 Growth Of FAANG Stocks Helps Mask Some Selling Activity Meet The Axiom®’s Guest Editor: Cathy Lange Hi, I’m Cathy Lange, a Compliance Specialist at Annex Wealth Management. My role involves...

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Axiom | Vol 263

Client Axiom | Vol 263Markets Stay Hot As 10 Year DropsMeet The Axiom®’s Guest Editor:  Jason Ganiere, CFP®Hello, I’m Jason Ganiere, a Wealth Manager at Annex Wealth Management. I have been with Annex since 2013...

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