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Client Axiom

Axiom | Vol 436

Money Talk: Election Edition | Tuesday - Politics, Planning & Portfolios: An Election Impact Review | Instant Insight: Election Results | Are Roth 401ks The Only Way To Go? | Single Cash Positions | Don't Keep Annex A Secret! Special EditionMoney Talk: Election...

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Axiom | Vol 435

The Misery Index And Votes | Wednesday - Instant Insight: Election Results | Rich Vs. Wealthy: 10 Lessons To Learn From Both | Politics, Planning, & Portfolios: An Election Impact Review | Get Annex Education On  Demand!Week In ReviewThe Misery Index And VotesA...

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Axiom | Vol 434

Fed Cuts Rates. Interest Rates Rise? | In Case You Missed It - Politics, Planning & Portfolios: An Election Impact Preview | Get Annex Education On Demand! | Wealth Prompt: Consumer Sentiment Vs. The Market | Does The Corporate Transparency Act Apply To You? Week...

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Axiom | Vol 433

Fed Might Not Have To Cut Aggressively | Quarterly Performance Reports Are Available! | This Week - Bring A Friend To This Election-Focused Event! | Wealth Prompt: Tax Loss Harvesting | Tell Those You Love About Annex!Week In ReviewFed Might Not Have To Cut...

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Axiom | Vol 432

Powell's Powers of Persuasion | This Week: Year-End Tax Planning, Prioritizing Your To-Do List For 2024 | Wealth Prompt: Gold & The Dollar | Does The Corporate Transparency Act Apply To You? | Brand New US Marine. What's A Safe Path Foward? | Tell Those You Love...

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Axiom | Vol 431

Is Jobs Number Too Good To Be True? | Choosing A President: Potential Impact On Your Financial Plan | 6 Things You Might Not Want To Inherit | Wealth Prompt: Fed Put | Investing In Art, New 401k Options Don't Work For Me | Tell Those You Love About Annex!Week In...

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Axiom | Vol 430

GDP Revisions Show Strength. Consumers Disagree. | Start 2025 Tax Planning Now | Annex University On-Demand | Private Equity & The NFL | Unsexy & Safe Investments, Using 401k For Credit Card Debt | Tell Those You Love About AnnexWeek In ReviewGDP Revisions...

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Axiom | Vol 429

Forecast Isn't Sunny - Or Rainy | Medicare Basics | Wealth Prompt: The Great Wealth Transfer | Dividing Investments | Life Insurance As A Retirement Strategy | Tell Those You Love About Annex!Week In ReviewForecast Isn’t Sunny – Or RainyThe Fed’s 50 basis point cut...

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Axiom | Vol 428

Trying To Avoid This Chinese Import | This Week: Destination Retirement. Calibrating Your Plan. | Wealth Prompt: Financial Disclosures | HYSA Dropping Rate, Long-Term Care, ETFs Vs. Mutual Funds | Tell Those You Love About Annex!Week In ReviewTrying To Avoid This...

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Axiom | Vol 427

Fed Rate Cut Could Be Higher Than 25 Basis Points | W&W: Election Year Investment Myths | Wealth Prompt: How Could A Harris Presidency Impact Estate Tax Laws? | Is Social Security Ending? | Tell Those You Love About Annex!Week In ReviewFed Rate Cut Could Be Higher...

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