Axiom | Vol 404
Annex Wealth Management | Know The Difference™
by Allie Peters
1d ago
Week In Review What’s On The Horizon For Rate Cuts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the potential impact of the rate cuts expected in 2024-2025. Download Download Graphonomics 10! In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash Download now to learn more! Want a preview from the author? Check it out below: Visit our Resources & Research page! Explore → The post Axiom | Vol 404 appeared first on Annex Wealth Management ..read more
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Axiom | Vol 402
Annex Wealth Management | Know The Difference™
by Allie Peters
4d ago
Week In Review Inflation Pops, Bonds Drop CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Happy St. Patrick’s Day! Luck O’ The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? Or is it more like being a crafty leprechaun guarding a pot of gold? Dr. Brian Jacobsen discusses. In Case You Missed It Is America’s Debt Economic Quicksand? What It Means To Your Financial Plan If you weren’t able to join our webinar last week with WTMJ’s John Mercure and Annex W ..read more
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Axiom | Vol 402
Annex Wealth Management | Know The Difference™
by Allie Peters
1w ago
Week In Review Inflation Pops, Bonds Drop CPI and PPI reports are out, and the Federal Reserve continues to push back rate cuts. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Happy St. Patrick’s Day! Luck O’ The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? Or is it more like being a crafty leprechaun guarding a pot of gold? Dr. Brian Jacobsen discusses. In Case You Missed It Is America’s Debt Economic Quicksand? What It Means To Your Financial Plan If you weren’t able to join our webinar last week with WTMJ’s John Mercure and Annex W ..read more
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The Korea Times: Wall Street Pulls Back From Its Record After Shaky Day
Annex Wealth Management | Know The Difference™
by Allie Peters
2w ago
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 500 fell 0.7 percent from its all-time high set a day before. It initially climbed after mixed data on the U.S. job market bolstered hopes that eased interest rates will arrive later this year. It then swung to a loss after one of its most influential stocks, Nvidia, took a rare stumble following a jaw-dropping surge that cr ..read more
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Axiom | Vol 401
Annex Wealth Management | Know The Difference™
by Allie Peters
2w ago
Week In Review A Rally Begins Amid Election Year Drama Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Super Tuesday, Biden’s State Of The Union, the strength of the economy, and potential rate cuts. Events THIS TUESDAY | Mercure & Spano Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano will answer hard questions an ..read more
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Graphonomics: Volume 10
Annex Wealth Management | Know The Difference™
by Allie Peters
3w ago
PUBLISHED MARCH 1, 2024 Annex Wealth Management Graphonomics Volume 10 Download ↓ 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 Management is dedicated to assisting as you seek to make truly informed decisions. Annex Graphonomics will be a regular offering of 3 graphs that should help you get a firmer grasp on where we are and where we’re headed.  We may reach out for your feedback to make sure this editio ..read more
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Axiom | Vol 400
Annex Wealth Management | Know The Difference™
by Allie Peters
3w ago
Week In Review The Boom Continues Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the current Goldilocks scenario, a possible June rate cut, and what you might expect from the market during an election year. Download Hot Off The Press: Graphonomics 10! In this version, Graphonomics focuses on 1) Growth: Fundamentals Do Matter 2) Inflation: Less Relevant Than Internet Costs 3) Policy: A Bit Of A Wash Download now to learn more! Want a preview from the author? Check it out below: Ask Annex AI Hype | Health Insurance After Retiring | Moving Cash Into S&am ..read more
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CNBC: Risk Is Fun Until It Results In Down Markets, Says Annex Wealth’s Brian Jacobsen
Annex Wealth Management | Know The Difference™
by Allie Peters
1M ago
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 may contain copyrighted material the use of which has not been specifically authorized by the copyright owner. This site operates under the assumption that this not-for-profit use on the Web constitutes a “fair use” of the copyrighted material as provided for in Title 17, Chapter 1, Section 107 of the U.S. Copyright Law. If ..read more
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Axiom | Vol 399
Annex Wealth Management | Know The Difference™
by Emma Sapiro
1M ago
Week In Review Something Old, Something New, Something Borrowed, Something Blue Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue. Ask Annex Drawing On My IRAs? | Fund-Of-Funds | Frank Duke Method What’s Playing? Advanced Tax Strategies For Self-Employed Individuals Download Get Graphonomics Volume 9! Growth. Inflation. Policy. What do we have to say about it? Download now to find out! Want a preview from the author? Check it out below: Visi ..read more
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Axiom | Vol 398
Annex Wealth Management | Know The Difference™
by Allie Peters
1M ago
Week In Review Pushback, Bellwethers & Deficits The S&P closed over 5,000 and the Dow Jones just short of 40,000. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss what’s driving them. Ask Annex The FIRE Movement | Market Neutral Stocks | Revocable Living Trusts What’s Playing? How To Lead Your Adult Children To Financial Independence Download Get Graphonomics Volume 9! Growth. Inflation. Policy. What do we have to say about it? Download now to find out! Want a preview from the author? Check it out below: Visit our Resources & Res ..read more
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