The Annex Wealth Management Blog

Our Latest Insights

Consumer Credit

Consumer Credit   Consumer debt continues to rise in the United States, up to nearly $14 trillion – surpassing the total amount of household debt held before the 2008 financial crisis[i]. The largest component of household, or consumer debt, is mortgage debt....

Annex Wealth Management Is A Proud Partner Of Wisconsin Athletics

University of Wisconsin and Annex Wealth Management team up for education UW, AWM Unveil Multi-Year Campus-Wide Relationship to provide educational opportunities MADISON, Wis. (Oct. 17, 2019) – The University of Wisconsin and Wisconsin Athletics are introducing a...

DYADT: The Difference Maker Of The Game

Annex Wealth Management is a proud partner of Wisconsin Athletics.When it comes to choosing a financial advisor, what makes the difference for you? Sometimes it’s not just a person – it might be mood, like confidence, or an emotion, like the tension you feel when...

Poll Recap: In Which Season Do You Spend The Most Money?

Do you anticipate spending more during the Summer months (June, July, August) when compared to other individual seasons including Fall, Winter, and Spring?A recent study asked 1,000 Americans that question, and 43 percent answered “yes.” 48 percent answered “no.”...

MoneyDo: Ask Key Questions Before Paying Off Your Mortgage Early

MoneyDo: Ask Key Questions Before Paying Off Your Mortgage Early No matter if you’re nearing retirement and looking to remove a monthly expense, or simply seeking peace of mind by eliminating debt, you may be considering paying off your mortgage.Before you write out...

MoneyDo: Understand Your Tax Withholding

MoneyDo: Understand Your Tax Withholding. Now more than ever, it seems we have way too many things begging for our attention. There’s that little red circle on your phone. TV Stations have crawls of information for you to read while announcers read even more...

MoneyDo: Organize Your Estate & Financial Details

MoneyDo: Organize Your Estate & Financial Details What do New Year’s resolutions, spring cleaning and your financial plan have in common? All of them involve some sort of re-organization, starting with a clean slate or have an annual action item for you to do....

DYADT: Does Your Advisor Offer Resources For Women?

Does your financial professional offer a network and resource for women?Annex Wealth Management's Women & Wealth Group Women & Wealth Events are designed to foster collaboration, community, and growth in specific areas of financial planning.We encourage you...

MoneyDo: Consider Investing in Employer Stock

MoneyDo: Consider Investing in Employer Stock Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s stock, if it’s an available...

Poll Recap: Have You Spent Your Retirement Savings Early?

When it comes to commitment to retirement savings, our readers have locked theirs away in their own Fort Knox.A recent poll indicated that over 50% of those polled had tapped into retirement savings early, but our readers proved to be more stalwart.Less than 14% of...

MoneyDo: Consider Saving For College Using A 529 Plan

MoneyDo: Consider Saving For College Using A 529 Plan It’s August already – that time of the year when a good number of us get back to writing checks for college or even private school tuition.If you’re considering how you can be better prepared to make tuition...

MoneyDo: Start A Conversation About The Family Vacation Home

MoneyDo: Start A Conversation About The Family Vacation HomeEstate planning can be difficult to undertake for a variety of reasons, including the process of considering who will inherit your wealth upon your passing. Financial accounts and assets feel – and often are...

MoneyDo: Get Familiar With Your Credit Report

MoneyDo: Get Familiar With Your Credit ReportWe’ve always recommended that folks review their credit report annually to understand what’s on it and how it affects your score.Now more than ever, it’s critical to know where you can get a copy of your credit report and...

Poll Recap: How Worried Are You About Your Online Privacy Compared To One Year Ago?

Poll Recap: Fee-Based Vs. Fee-Only

Poll Recap: Fee-Based Vs. Fee-Only We’ve always maintained that Axiom readers surpass the averages, and it seems that with every poll we take, we prove our contention. That’s why we’re not too surprised to discover that over 75 percent of our polltakers indicated that...

MoneyDo: Review Your Estate Plan

MoneyDo: Review Your Estate Plan Estate planning, like financial planning, is an ongoing and evolving process that requires regular check-ins and reviews to ensure everything is in order. In a few prior MoneyDos, we’ve discussed the importance of account titling and...

Axiom Vol 161

Why The Fed Still Will Look At Cutting Rates | Poll: Do You Know The Difference Between Fee-Based & Fee-Only? | MoneyDo: Career Planning With Your Child | Ask Annex: Emerging Markets & Fee-Only Advisors | FaceApp = Thanks For The Data, Comrade |...

MoneyDo: Career Planning With Your Child

MoneyDo: Career Planning With Your Child As your child enters high school, it’s time to begin considering their entrance into workforce. Start by spending time with your child, discussing his or her strengths, weaknesses, and where their passions lie. In this week’s...

Poll: Fee-Based Vs. Fee-Only

Fee-Based Vs. Fee-Only A “fee-only” financial advisor sounds strikingly similar to a “fee-based” financial advisor, but there’s a big difference in how they get paid.

Axiom Vol 160

The Dog Days Of Summer In The Markets | Poll Recap: How Often Do You Eat Out A Week? | MoneyDo: Review Your 401(k) Contribution | CNBC's List Of Top States For Business Just Dropped. How'd Wisconsin Do? | Don't Just Save. Save To Create Wealth. | Here's...

MoneyDo: Review Your 401(k) Contribution

MoneyDo: Review Your 401(k) Contribution Do you know how much you’re contributing to your 401(k) account? Many Americans aren’t sure. In fact, about 2/3 of Americans aren’t even invested in their company’s 401(k) or retirement plan. If you aren’t invested, you should...

Poll Recap: How Often Do You Eat Out A Week?

Most recent studies reveal that Americans dine out multiple times a week. Younger age groups reported eating out more often than their elders and spending more when they did eat out[i].Over fifty percent of Americans report eating out at least 2-3 times a week, and...

Axiom Vol 159

S&P, Dow Pass Milestones - Are Stocks Fairly Valued? | Poll: How Often Do You Eat Out A Week? | MoneyDo: Consider What To Do If You Inherit An IRA | Ask Annex: ETFs vs. Stocks, Microsoft vs. Apple, Day Trading | The $100,000 Pickup: 2020 Chevy...

MoneyDo: Consider What To Do If You Inherit An IRA

MoneyDo: Consider What To Do If You Inherit An IRA We’ve discussed the importance of beneficiary designations previously in MoneyDo. This week’s MoneyDo focuses on IRA beneficiaries: Consider what you should do if you inherit an IRA.Simply put, you have to do two...

Poll: How Often Do You Eat Out A Week?

Over the past 12 months the cost of meals prepared outside the home have climbed 3.1%, according to the latest consumer price index. By contrast, the price of groceries has risen less than 1% in the same span[i].[gravityform id="205" title="false"...

DYADT: Educating The Public

Recently, Annex Wealth Management’s Tom Parks appeared on the “Money Savage” Podcast to discuss the evolution of 401(k) plans and how to position yourself for long term success. From top to bottom, Annex’s team has plenty of thoughtful leaders working to...

Axiom Vol 158

We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.Annex Wealth Management's Dave Spano...

Ask Annex: Rebalancing & Beyond Meat

 Ask Annex: Rebalancing & Beyond Meat Rebalancing a portfolio is important. But why and when should you make changes? Mark Oswald and Dave Spano handle that question along their view on the hot 'fake meat' stock from Beyond Meat.

Axiom Vol 157

What Usually Happens When The Markets Are Up The First 4 Months Of The Year? | Poll Recap: Do You Plan On Waiting To Collect Social Security? | MoneyDo: Estate Planning For Your College Student | Ask Annex: Rebalancing & Beyond Meat | Like The Old...

Poll Recap: Do You Plan On Waiting To Collect Social Security?

Poll Recap: Do You Plan On Waiting To Collect Social Security? 65% of readers answered yes to that question in last week's poll.According to AARP and the Financial Planning Association, 90% of retirees know that waiting to collect Social Security will get them a...

Axiom Vol 156

The Fed, China & The Strait Of Hormuz | Poll: Do You Plan On Waiting To Collect Social Security? | Ask Annex: Capital Losses & Special Needs Planning | MoneyDo: Understand Your Pension & Lump Sum Payment Options | Here's Why You're Paying So...

Poll: Do You Plan On Waiting To Collect Social Security?

Do You Plan On Waiting To Collect Social Security? Putting off Social Security can help conserve your nest egg. According to AARP and the Financial Planning Association, 90% of retirees know that waiting to collect Social Security will get them a bigger benefit – but...

MoneyDo: Understand Your Pension and Lump Sum Payment Options

MoneyDo: Understand Your Pension and Lump Sum Payment Options Although pensions are becoming less common across the country, we still live in a geographical region where a pension may be part of your compensation package. This week’s MoneyDo is Understand Your Pension...

Axiom Vol 155

What's A Basis Point? | Poll Recap: How Many Years Do You Expect To Spend In Retirement? | MoneyDo: Know What You Own When It Comes To Alternative Investments | Do People Spend More When They Shop For Groceries Online? | Is Walmart A Technology Leader? |...

Annex Wealth Management Sponsors 49th Annual Lombardi Golf Classic

As the presenting sponsor of the Vince Lombardi Cancer Foundation, Annex Wealth Management enjoys playing an integral role in the Foundation’s annual golf outing and gala.The golf event attracted supporters from around the country, including both current...

MoneyDo: Know What You Own When It Comes To Alternative Investments

MoneyDo: Know What You Own When It Comes To Alternative Investments Over the past few weeks, 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...

Poll Recap: How Many Years Do You Expect To Spend In Retirement?

Our most recent poll asked Axiom readers how long they thought they’d be retired. The question is a bit of a Rorschach Test – an inkblot that we interpret our own way. For many of our younger readers, the poll question asked how long they’d work. Our older...

Axiom Vol 154

The Markets React To Tariff, Job News | Poll: How Many Years Do You Expect To Spend In Retirement? | MoneyDo: Protect Yourself/Family From Financial Elder Abuse | What's The Future Of Social Security? | GM's Big Plan To Build A Network Of Charging Stations...

MoneyDo: Protect Yourself/Family from Financial Elder Fraud

MoneyDo: Protect Yourself/Family From Financial Elder Fraud Most of us have taken steps to protect ourselves from the menace of identity theft, from freezing our credit to even adding protections to our computers and email. While Identity Theft is trouble, not as many...

Axiom Vol 153

Is This A Good Time To Talk Tough On Trade? | Poll Recap: How Do You Honor Memorial Day? | MoneyDo: Place Your Important Documents In A Safe But Accessible Location | Ask Annex: Can You Time The Market? | Should Netflix Worry About The Company Now Running...

Poll Recap: How Do You Honor Memorial Day?

Honoring The Fallen Last week’s poll focused on how we memorialize the fallen men and women who protect our country. We are forever grateful for their sacrifice.Our question centered on a little-known resolution that passed Congress over 15 years ago instructing...

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Sign Up For the Axiom

7 Weekly Wealth
Management Insights

Contact Us

Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

Search
Generic filters
Exact matches only

This site has been published for residents of: AZ, CA, CO, FL, IL, MI, MN, MO, NC, NH, OH, SC, TN, TX & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.