The Annex Wealth Management Axiom Archive
Our Latest Insights
Axiom | Vol 406
An Inflation Bounce | New Webinar! Understand Your WRS Pension Potential | No-Match 401(k)s | Individual Stocks In HSAs | Medicare | Is Gas A Threat To Spending? | Graphonomics 11 Now Available! | Visit our Resources & Research page!Week In ReviewAn Inflation...
Axiom | Vol 405
Fed Governors Seem To Disagree | Graphonomics 11 Now Available! | Tax Paperwork | Selling Within An HSA | House Rich, Cash Poor | Single Stock ETFs | This Week: Financial Planning In A Changing Tax World | Other April Events: Financial Literacy Month Webinar Series |...
Graphonomics: Volume 11
Annex Wealth Management Graphonomics Volume 11 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Axiom | Vol 404
Rate Cuts: Are We There Yet? | Happy Easter From All Of Us At Annex Wealth ManagementWeek In ReviewRate Cuts: Are We There Yet?Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Visit our Resources...
Axiom | Vol 403
What’s On The Horizon For Rate Cuts? | Cash Account Next Moves | Feeling Overexposed With A Single Stock | Shattering the Myth of the Glass Ceiling | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In ReviewWhat’s On The Horizon For Rate...
Axiom | Vol 402
Inflation Pops, Bonds Drop | Luck O' The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? | Your Car Has A Big Mouth | Cars Reporting Hard Breaking And More To Interested Parties | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In...
The Korea Times: Wall Street Pulls Back From Its Record After Shaky Day
Wall Street Pulls Back From Its Record After Shaky Day In The News | March 9, 2024 The Korea Times Wall Street pulled back from its record Friday after a shaky day of trading, putting at least a temporary halt to its largest rally since Halloween. The S&P...
Axiom | Vol 401
A Rally Begins Amid Election Year Drama | This Tuesday - Mercure & Spano | Graphonomics 10 | Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found | Election Year Investment Myths | Visit Our Resources & Research Page!Week In...
Graphonomics: Volume 10
Annex Wealth Management Graphonomics Volume 10 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Axiom | Vol 400
The Boom Continues | Hot Off The Press: Graphonomics 10 | AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund | The 4 Phases Of Retirement | The Value Of An Advisor | Visit Our Resources & Research Page!Week In ReviewThe Boom...
CNBC: Risk Is Fun Until It Results In Down Markets, Says Annex Wealth’s Brian Jacobsen
Risk Is Fun Until It Results In Down Markets, Says Annex Wealth's Brian Jacobsen In The News | February 27, 2024 CNBC Brian Jacobsen, Annex Wealth Management Chief Economist, joins 'Power Lunch' to discuss investing in small caps versus big tech. This website...
Yahoo Finance: How Investors Should Prepare For PCE Data, AI Bubble Woes
How Investors Should Prepare For PCE Data, AI Bubble Woes In The News | February 26, 2024 Yahoo Finance Annex Wealth Management Chief Economist Brian Jacobsen joins Yahoo Finance to discuss the upcoming PCE report and what investors need to know to best...
Axiom | Vol 399
Something Old, Something New, Something Borrowed, Something Blue | Drawing On My IRAs? | Fund-Of-Funds | Frank Duke Method | Advanced Tax Strategies For Self-Employed Individuals | Graphonomics 9Week In ReviewSomething Old, Something New, Something Borrowed, Something...
Axiom | Vol 398
Expectations, Reality, & Opportunity | 403(b) vs. 401(k) | 401(k) - Stay Or Leave? | I Bond Downsides To Consider | Consumers Hit The Pause Button | Data Is Out For Spending On Goods & Food Services Last Month | Graphonomics 9Week In ReviewExpectations,...
Axiom | Vol 397
Pushback, Bellwethers & Deficits | The FIRE Movement | Market Neutral Stocks | Revocable Living Trusts | How To Lead Your Adult Children To Financial Independence | Graphonomics 9Week In ReviewPushback, Bellwethers & DeficitsThe S&P closed over 5,000 and...
Axiom | Vol 396
Positive Jobs Report, Bad News For Interest Rates | HOT OFF THE PRESS! Graphonomics Volume 9 | Evaluating Indices | Home Value In Net Worth? | Mag 7 vs. FAANG | Why Buy 'A' Shares? | The High Cost Of Downsizing | Layoffs Are Not Cheap | Visit our Resources &...
Graphonomics: Volume 9
Annex Wealth Management Graphonomics Volume 9 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Axiom | Vol 395
Will There Be A Recession In 2024? | Indices To Follow | Consolidating 401(k)s | Low Risk Investments | Transitioning To Bonds | Inheriting Money: The Do's & Don'ts | Graphonomics 8 | Visit Our Resources & Research Page!Week In ReviewWill There Be A Recession...
Axiom | Vol 394
Tech Pushes S&P 500 Above Previous Peak | Webinar: Cash On The Sidelines | ICYMI: Our Headquarters Move Is Complete! | Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money As Rates Drop | Passion Assets | Graphonomics 8 | Visit Our Resources &...
Axiom | Vol 393
Inflation Mixed Messages: CPI Hot, PPI Not | Roth IRA Vs. Pre-Tax 401(k) | Are I Bonds The Best Option? | Prioritizing Investments | Tomorrow Is A Market Holiday. What Does That Mean? | Graphonomics Volume 8Week In ReviewInflation Mixed Messages: CPI Hot, PPI NotThe...
Detroit News: Wall Street Closes Out Its 10th Winning Week In 11 With A Mixed Finish
Wall Street Closes Out Its 10th Winning Week In 11 With A Mixed Finish In The News | January 12, 2024 Detroit News New York – Wall Street closed its 10th winning week in the last 11 with a mixed finish Friday following an encouraging report on inflation. The...
Reuters: Slightly Hot Dec US CPI Suggests Fed Won’t Rush To Cut
Slightly Hot Dec US CPI Suggests Fed Won't Rush To Cut In The News | January 11, 2024 Reuters NEW YORK, Jan 11 (Reuters) - U.S. consumer prices increased more than expected in December as rents maintained their upward trend, which could delay a much anticipated...
Bloomberg: Annex Wealth Mgmt’s Jacobsen on Global Markets
Annex Wealth Mgmt's Jacobsen on Global Markets In The News | January 11, 2024 Bloomberg Brian Jacobsen, Chief Economist at Annex Wealth Management, discusses his outlook and investment strategies for global markets, and explains why he is optimistic about...
Morningstar: EMEA Morning Briefing: Markets To Track Fresh Middle East Tensions
EMEA Morning Briefing: Markets To Track Fresh Middle East Tensions In The News | January 11, 2024 Morningstar MARKET WRAPS Watch For: U.K. GDP, industrial production, trade; France consumer spending; trading updates from Wood Group (John), Dechra...
Axiom | Vol 392
Market Fails To Stage A Santa Claus Rally | Recent Tax Law Changes | Investments After IRA | 4% Withdrawal Rule | Value Traps | The Annex Charitable Foundation | Hot Off The Virtual Press! Graphonomics Volume 8Week In ReviewMarket Fails To Stage A Santa Claus...
3 Potentially Great Tax Strategies For Executives
3 Potentially Great Tax Strategies For Executives Three tax strategies that might significantly benefit executives – approaches that may not only minimize tax liabilities, but also provide opportunities for long-term wealth creation. [hubspot type="form"...
Graphonomics: Volume 8
Annex Wealth Management Graphonomics Volume 8 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Bloomberg: Annex’s Jacobsen Weighs Risk of Bumpy Landing
Annex's Jacobsen Weighs Risk of Bumpy Landing In The News | December 28, 2023 CNBC Annex Wealth Management Chief Economist Brian Jacobsen explains why the Federal Reserve may inadvertently turn a “soft-landing” into a “bumpy-landing.” He speaks with Bloomberg's...
Axiom | Vol 391 HOLIDAY
Year In Review | Happy New Year From All Of Us At Annex Wealth Management! | Most-Watched Week In Review | Most-Watched Ask Annex | Most-Watched Video | Most-Read MoneyDoSpecial EditionYear In ReviewAnnex Wealth Management’s Dave Spano and Brian Jacobsen look back at...
Axiom | Vol 390 HOLIDAY
The Santa Claus Rally Begins | Merry Christmas From All Of Us At Annex Wealth Management!Week In ReviewThe Santa Claus Rally BeginsThe Santa Claus Rally is real, and it could mean good things in January. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss...
Corporate Transparency Act: How Seriously Should You Take Beneficial Ownership Reporting?
Corporate Transparency Act: How Seriously Should You Take Beneficial Ownership Reporting? As part of the Anti-Money Laundering Act of 2020, the Corporate Transparency Act (CTA) will soon take effect. The CTA aims to combat money laundering, tax fraud, and other...
Axiom | Vol 389
Will The Fed Cut Rates? | Grandparents Funding 529s | Tax Advantages (ETFs vs. Mutual Funds) | Sell or Hold Stock? | Did You Know The Data Indicates That Women Are Less Confident Than Men When It Comes To Money? | GraphonomicsWeek In ReviewWill The Fed Cut Rates?It...
Yahoo Finance: Global Markets: Stocks Advance, Treasury Yields Jump After US Payrolls Report
Global Markets: Stocks Advance, Treasury Yields Jump After US Payrolls Report In The News | December 8, 2023 Yahoo Finance NEW YORK, Dec 8 (Reuters) - A gauge of global stocks climbed on Friday, poised for its sixth straight week of gains, while U.S. Treasury...
The Washington Post: Stock Market Today: Wall Street Hits 2023 High As It Mulls Whether Economy Is Too Warm Or Just Right
Stock Market Today: Wall Street Hits 2023 High As It Mulls Whether Economy Is Too Warm Or Just Right In The News | December 8, 2023 The Washington Post NEW YORK — Wall Street climbed back to its best level in 20 months on Friday following a...
Axiom | Vol 387
The Powell Pause: Will It Damage Or Refresh The Economy? | Investing Life Insurance | Are Fractional Shares A Fad? | How Many 529 Plans? | How Do You Spend Your Holiday Calories? | Graphonomics Volume 7Week In ReviewThe Powell Pause: Will It Damage Or Refresh The...
Graphonomics: Volume 7
Annex Wealth Management Graphonomics Volume 7 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Yahoo Finance: Treasuries: U.S. Yields Lower After GDP Data, Fed Comments
Treasuries: U.S. Yields Lower After GDP Data, Fed Comments In The News | November 29, 2023 Yahoo Finance NEW YORK, Nov 29 (Reuters) - U.S. Treasury yields were lower on Wednesday, with the benchmark 10-year Treasury note on track for a third straight session of...
CNBC: A Recession Wouldn’t Be As Bad As CFOs Expect, Says Annex’s Brian Jacobsen
A Recession Wouldn’t Be As Bad As CFOs Expect, Says Annex’s Brian Jacobsen In The News | November 28, 2023 CNBC CNBC’s Mike Santoli and Brian Jacobsen, Annex Wealth Management chief economist, join ‘Power Lunch’ to discuss CNBC’s CFO survey results and markets....
Yahoo Finance: Investors Are Seeking Interest Rate Stability: Economist
Investors Are Seeking Interest Rate Stability: Economist In The News | November 24, 2023 Yahoo Finance Yahoo Finance Live sits down with Annex Wealth Management Chief Economist Brian Jacobsen to discuss the probability of another interest rate hike by the...
Axiom | Vol 386
1. Will The Fed Reverse Course & Lower Rates In 2024? 2. Join Us! Moving In Retirement 3. Summer Internship Opportunities 4. How Do You Spend Your Holiday Calories? 5. 10 401(k) Things To Know 6. Get Your Tax-Smart Strategy Review Today! 7. Ask Annex: Quant Funds...
Axiom | Vol 385
1. Inflation Appears To Be Cooling – Will It Continue? 2. From Our Family To Yours, Happy Thanksgiving!Week In Review Annex strongly believes in frequent and meaningful communication. Each Friday after market close, our experts record the “Week In Review”- exclusive...
Reuters: S&P 500 Barely Gains While Dow Ends Lower As Cisco & Walmart Drag
S&P 500 Barely Gains While Dow Ends Lower As Cisco & Walmart Drag In The News | November 16, 2023 Reuters Nov 16 (Reuters) - The S&P 500 and the Nasdaq managed to eke out tiny gains on Thursday while the Dow Industrial Average (.DJI) ended slightly...
Talk ETFs: Don’t Blame The Fed For High Interest Rates
Don’t Blame The Fed For High Interest Rates In The News | November 15, 2023 Talk ETFs Higher bond yields may be here to stay, but don’t blame the Fed for causing them. In this episode of Talk ETFs, Brian Jacobsen, Chief Economist at Annex Wealth Management,...
Yahoo Finance: Dollar Sinks After Data Shows US Inflation Cooling
Dollar Sinks After Data Shows US Inflation Cooling In The News | November 14, 2023 Yahoo Finance The dollar fell more than 1% against major currencies on Tuesday after U.S. consumer price data showed the pace of inflation moderating further in October,...
Reuters: Instant view: Cooler October US CPI Raises Confidence That Fed Hikes Done
Instant view: Cooler October US CPI Raises Confidence That Fed Hikes Done In The News | November 14, 2023 Reuters NEW YORK, Nov 14 (Reuters) - U.S. consumer prices were unchanged in October amid lower gasoline prices, and underlying inflation showed signs of...
Reuters: As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May
As Inflation Cools, Fed Seen Pivoting To Rate Cuts In May In The News | November 14, 2023 Reuters Nov 14 (Reuters) - Cooling inflation will allow the Federal Reserve to forgo any more interest rate hikes and indeed to start cutting rates by May, traders bet on...
Graphonomics: Volume 6
Annex Wealth Management Graphonomics Volume 6 3 Graphs that will help you make sense of the economy The average person today has access to more data than ever before. Somehow, that seems to have resulted in less clarity instead of more understanding. Annex Wealth...
Axiom | Vol 384
1. Earnings Reports & Is Funflation Over? 2. Jeopardy Recap | “Who Is…” 3. Annex’s Veterans On Staff. 4. UPDATE 5. Get Your Tax-Smart Strategy Review Today! 6. 60/40 Portfolio | …More Than The Fundamentals? | Employer Contributions & Savings Goals | Ask Us A...
Axiom | Vol 383
1. The Powell Pause, Earnings & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. It's Getting Too Expensive To Have Fun? 5. Review What You're Paying For Your Annuity. 6. Get Your Tax-Smart Strategy Review Today! 7. Retaining...
Reuters: Instant View: US Jobs Growth Slows More Than Expected In October
Instant View: US Jobs Growth Slows More Than Expected In October In The News | November 3, 2023 Reuters NEW YORK, Nov 3 (Reuters) - U.S. job growth slowed more than expected in October in part as strikes by the United Auto Workers (UAW) union against Detroit's...
