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The Annex Wealth Management Blog

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Axiom | Vol 243

Axiom | Vol 243FEATURED: Meet The Axiom's Guest Editor: Jill Martin | Inside: Markets Overcome Correction Fears - This Time  | Poll Recap: Are You Using Grocery Delivery Services More Than You Did A Year Ago? |...

Axiom | Vol 242

Axiom | Vol 242FEATURED: Meet The Axiom's Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets - A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery Service More Than You Did A Year Ago? | MoneyDo: Discover What...

MoneyDo: Discover What Probate Is & When It’s Needed

Discover What Probate Is & When It's Needed   Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...

Ask Annex | Do You Have A Reference Guide For Taxes?

Do You Have A Reference Guide For Taxes? Our tax reference guide is one of Annex Wealth Management's most popular annual publications. In it, we provide tables of Federal tax rates for various circumstances, from Head of Household to C Corporations. If you have...

MoneyDo: Get Organized For Income Taxes

Get Organized For Income Taxes   You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...

Poll: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?

It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...

MoneyDo: Audit The Financial Advice You’re Receiving

Audit The Financial Advice You're Receiving   In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This week,...

Ask Annex | How Exactly Do High Yield Bond Funds Work?

How Exactly Do High Yield Bond Funds Work?  High yield bond funds are just like any Mutual Fund or ETF, in that they are an investment vehicle designed to pool together multiple investors assets to invest for the same goal.  In this case they are investing assets in...

MoneyDo: Know What You Own: Equities

Know What You Own: Equities   This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio or haven’t looked in months or years. In the United States,...

Axiom | Axiom Vol 238

Week In Review Markets Close Down Despite Positive Banking News Despite earnings reports generally beating estimates and a rising 10 yr treasury yield, banking stocks - and the markets - closed down for the week. Annex Wealth Management's Dave Spano and Derek Felske...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 2

Consider These 11 Reasons To Start Estate Planning | Part 2   Last week, we started out the year with things to get you thinking about doing your estate plan.  You can check it out HERE. This week we continue on the same path with a few more things that may help...

Poll: Have The Events Of The Last Year Changed Your Retirement Plans?

2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement...

Axiom | Axiom Vol 237

Annex Celebrates The Holidays   Week In Review Election Clarity & Stimulus Expectations Feed Markets As the nation reaches clarity regarding a transfer of power, the markets responded with another big week. Many expect a Democratic-led Washington to turn to...

Poll Recap: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 1

Consider These 11 Reasons To Start Estate Planning | Part 1   Estate Planning is often thought of as something we all need eventually, but many of us put it off. Unfortunately, there are too many instances where people never get around to putting a plan together...

Ugly Sweater Wednesday 2020

We asked the members of your Annex Team to wear their most festive Christmas sweaters to celebrate this year.   Check out how the Annex Team celebrated while working from home and in-office!   Merry Christmas and Happy Holidays from all of us at Annex Wealth...

Axiom | Axiom Vol 234

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management's Dave Spano and Derek...

Axiom | Axiom Vol 233

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   Markets tend to look forward - and at this point, they're looking past a soft jobs report and some whispers that December's jobs report may be worse. At this moment, whether the Senate...

MoneyDo: Set Financial Goals For The New Year

Set Financial Goals For The New Year   Now that the holidays are upon us (and its associated expenses) it is a great time to look at setting goals for 2021. You may be thinking about fitness goals or health goals, but do not forget about financial goals too. ...

Poll: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

2020 Year-End Tax Planning: Tax Planning In Uncertain Times

Tax PlanningIn UncertainTimes Some may see year-end tax planning as a mundane, advisor-led chore that needs our attention only as we close out the year. Often, it’s after we begin undertaking the chore that we realize the fallacy of “year-end”: many of the tasks and...

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan

MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan This week’s MoneyDo tasks a key component of wealth management – rebalancing your portfolio.  Don’t let the crush of holiday have-to’s and shopping lists crowd out this critical “MoneyDo.”2020 certainly...

Poll Recap: Do You Have A Year-End Tax Planning Strategy?

It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...

Axiom Vol 232

Week In Review: Markets Ignore Disappointing Job Report And Continue To Roll ICYMI: We Give Thanks Poll: Do You Have A Year-End Tax Planning Strategy?  MoneyDo: How To Hire An Estate Planning Attorney Holiday Shopping Prediction DOW Crosses 30,000 Black...

MoneyDo: How To Hire An Estate Planning Attorney

MoneyDo: How To Hire An Estate Planning Attorney Holistic wealth management includes developing a comprehensive estate plan. While Annex has attorneys on staff, they cannot provide legal representation to individuals to draft customized estate plans. As such, hiring...

Poll: Do You Have A Year-End Tax Planning Strategy?

It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...

We Give Thanks 2020

We asked the members of your Annex Team to let us know what they were thankful for this year.   We got some pretty great responses.   Happy Thanksgiving, from all of us at Annex Wealth Management! Thankful for the silver lining of this crazy year; getting to...

Axiom Vol 230

Happy Holidays! It's Annex Wealth Management's 14th Annual Toy Drive - Donate Today!  Week In Review | As Economy Awaits Stimulus, Markets Eye A COVID Vaccine In The Future  Poll Recap: Did You Wait Until After The Election To Invest? MoneyDo: Early...

Poll Recap: Did You Wait Until After The Election To Invest?

The presidential election has left many people wondering when's the right time to add to their personal stock portfolios. Some are worried that the election results could significantly shift stock values downward, while some think that values will stay the exact...

MoneyDo: Early Retirees: How To Bridge The Health Insurance Gap

MoneyDo: Early Retirees: How to Bridge The Health Insurance Gap Are you thinking of retiring before 65? Have you thought about what type of health insurance you’ll need to bridge the gap until you can apply for Medicare? It’s important to have a plan in place for...

Axiom Vol 229

Markets Love Gridlock - And Odds Are, We'll See It In Washington | Week In Review Annex Wealth Management, USO Recognize GE Healthcare For Its Support Of Veterans & Citizen Soldiers Your Briggs & Stratton Consolidated Retirement and Savings Plan Is...

MoneyDo: Know What You Own: Alternatives

MoneyDo: Know What You Own: Alternatives Throughout the year, we’ve been encouraging you to know what you own – beyond the name of the investment, to what type of investment, what’s in it, and how it affects your portfolio, and ultimately, your financial plan.In the...

Poll: Did You Wait Until After The Election To Invest?

The presidential election has left many people wondering when's the right time to add to their personal stock portfolios. Some are worried that the election results could significantly shift stock values downward, while some think that values will stay the exact...

Web Series: What The US Election Means For Investors

It seems every national election plays a role in the economy and our vision of the future. What will the 2020 election mean for investors? Annex Wealth Management’s Dave Spano and Derek Felske take a detailed look at what has happened after past presidential...

Axiom Vol 228

Week In Review: Markets Respond To Election, Fantastic Earnings Reports Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Poll Recap: Have You Started Your Holiday Shopping? MoneyDo: Know How Roth &...

MoneyDo: Know How Roth & Traditional Accounts Could Help You

MoneyDo: Know How Roth & Traditional Accounts Help You  When it comes to saving for retirement, you’ve been given several tools designed to help you optimize your savings. Two of them are: Roth and Traditional Retirement AccountsWe all wish the government would...

Poll Recap: Have You Started Your Holiday Shopping?

Fueled by changes in customer preferences and economic situations, as well as a global pandemic, holiday shopping will be quite different this year. Retailers will need to make adjustments to best serve their customers and find success, and consumers will need to...

Axiom Vol 227

Week In Review: Markets Down Despite Unprecedented Q3 Growth As Election Looms  Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Have You Started Your Holiday Shopping?  MoneyDo: Estate Planning: Control...

MoneyDo: Estate Planning: Control Beyond The Grave

MoneyDo: Estate Planning: Control Beyond The Grave In a year where so much feels out of control, it is important to not only think about your financial situation and personal estate plan, but also to think about the legacy you may leave to your heirs. This week’s...

Poll: Have You Started Your Holiday Shopping?

Fueled by changes in customer preferences and economic situations, as well as a global pandemic, holiday shopping will be quite different this year. Retailers will need to make adjustments to best serve their customers and find success, and consumers will need to...

Axiom Vol 226

Week In Review: The Markets Are The True Independent Voter  Poll Recap: Do You Own An iPhone? MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan The IBM 2020 C-Suite Study HR's New Challenge The Successful Travis...

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Management Insights

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12700 W. Bluemound Rd.
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Elm Grove, WI 53122

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