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The Annex Wealth Management Blog

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Axiom Vol 220

Markets Reflect Election Concerns | Week In Review Retirement Plan changes? We can help.  Poll Recap: Do You Have A Fantasy Football Team?  MoneyDo: Estate & Trust Administration  Americans Are Saving Time & Money Working From Home New Unemployment...

MoneyDo: Estate & Trust Administration

MoneyDo: Estate & Trust Administration Few people have extensive experience settling the final affairs for a loved one, as you may only find yourself in that situation once or twice in a lifetime. Perhaps with a parent or a spouse, which means we are often...

Poll Recap: Do You Have A Fantasy Football Team?

Fantasy football season is finally here, and with around 75 million people playing fantasy football across the United States, you could say this was one the most heavily anticipated events of 2020. According to a recent survey by the Fantasy Gaming & Sports...

Axiom Vol 219

Fed Chair Hints Employment Recovery Is Years Away | Week In Review Retirement Plan Changes? We Can Help.  Poll: Do You Have A Fantasy Football Team?  MoneyDo: Know What You Own: Fixed Income The Summer Of Golf We're Still Spending Harley's Bronx...

Axiom Vol 218

Fed Plans To Let The Economy Run Hot | Week In Review Retirement Plan Changes? We Can Help.  Poll Recap: Have You Made Any Home Improvements This Summer?  MoneyDo: If You’re Looking To Find A More Tax-Friendly State, Look At These Key Factors… DYADT: Does...

Poll Recap: Have You Made Any Home Improvements This Summer?

Research shows that more and more families are using the time at home to focus on home renovations and upgrades. According to a U.S. Census Bureau report, home centers, hardware stores, garden centers and building materials suppliers saw a year-over-year sales...

Axiom Vol 217

Apple Leads Markets Higher - Despite An Uptick In Unemployment | Week In Review Retirement plan changes? We can help. Poll Recap: It's National Make A Will Month! Have You Created Your Will?  MoneyDo: Protect Yourself/Family From Financial Elder...

Axiom Vol 216

An Historical 100 Day Market Rally | Week In Review Retirement Plan changes? We can help.  Poll: It's National Make A Will Month! Have You Created Your Will?  MoneyDo: When To Review Your Estate Plan AAA Says Do Your Own Driving  Disney Plus Beats It's...

MoneyDo: When To Review Your Estate Plan

MoneyDo: When To Review Your Estate Plan   While August is “Make a Will” Month, it’s also a good time to make sure you review any existing estate planning documents that you have.  Estate planning, like financial planning, is an ongoing and evolving process that...

Axiom Vol 215

Markets Up Again But Bond Market May See Weakness | Week In Review Retirement plan changes? We can help.  Poll: Have You Made Any Home Improvements This Summer?  MoneyDo: Understand What "Risk Tolerance" & "Time Horizon" Mean  Coke's New Hard Seltzer:...

August Is National Make A Will Month

August is National Make a Will Month When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at other times, our...

Axiom Vol 214

Stocks Up For 4th Consecutive Month | Week In Review   Retirement plan changes? We can help.   Poll Recap: Do You Stay Updated On Your Personal Cyber Security?    MoneyDo: Consider Paying Off Your Mortgage Early   Amazon Pumps The Breaks On Prime...

Poll Recap: Do You Stay Updated On Your Personal Cyber Security?

Keeping software and systems updated limits their vulnerability to cyber attacks - especially when using personal devices when working from home. According to a recent study, phishing/hacking/malware incidents and individual mistakes are the top causes of security...

MoneyDo: Consider Paying Off Your Mortgage Early

MoneyDo: Consider Paying Off Your Mortgage Early   Should you pay off your mortgage early? It’s a question being asked more often today, because tax reform law enacted in late 2017 increased the standard deduction, making it harder to claim mortgage interest as...

Annex Wealth Management Named Top Workplace For Second Year In A Row

Annex Wealth Management Named Top Workplace For Second Year In A Row Annex Wealth Management is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a...

Axiom Vol 213

Week In Review: As Recovery Ebbs, Washington Mulls Another Stimulus  Retirement plan changes? We can help.   Poll: Do You Stay Updated On Your Personal Cyber Security?   MoneyDo: Review Account Titles & Beneficiary Designations  Biotech Stock Synairgen...

Axiom Vol 212

Week In Review: Choppy Start To Earnings Season Provides Few Answers Retirement Plan Changes? We Can Help. Poll Recap: Do You Use A Grocery Delivery Service? MoneyDo: Career Planning With Your Child DYADT: Does Your Advisor Create A Plan That Changes As...

Poll Recap: Do You Use A Grocery Delivery Service?

Over the last few months, more and more people have been using grocery delivery services, with Instacart and Amazon Fresh being some of the most used brands. Instacart is now valued around $13.7 billion and reports that customer order volume is up 500% year-over-year....

Axiom Vol 211

Week In Review: Economic News Improves - But Analysts Left Without Earnings Guidance Advocate Health: Retirement plan changes? We can help.  Poll: Do You Use A Grocery Delivery Service?  MoneyDo: Consider A Roth Converstion  5 Ways Playing Golf Is Like...

MoneyDo: Consider A Roth Conversion

MoneyDo: Consider A Roth Conversion   Many folks nearing retirement have amassed a significant nest egg in a retirement account. Traditional retirement accounts have special tax circumstances: funds are contributed to these accounts before the associated income...

5 Ways Playing Golf Is Like Caring For Your Portfolio

5 Ways Playing Golf Is Like Caring For Your Portfolio 1. Know Where You Are Most successful golfers don’t try to play every course – and every hole of the course – the same. Understanding the terrain of the course you’re on – including the danger of leaving the...

Axiom Vol 209

Week In Review: Are Nike's Earnings Just The Beginning Of A Reevaluation?  Your Aurora Health Care, Inc. Incentive Savings 403(b) Plan Is Being Terminated. What Now? We're Here To Help. Poll Recap: What Social Media Platforms Do You Use To Access The...

Axiom Vol 208

Week In Review: In These Markets, Time To Get Picky Poll: What Social Media Platforms Do You Use To Access The News?  MoneyDo: Know What You Own - International Equities  Client Stories & Why NOT To Wait  Airbnb Bookings Higher Than A Year Ago CrossFit...

Axiom Vol 207

Week In Review: Is This A Healthy Pause?   Poll Recap: Did You Tune In For The Historical SpaceX Falcon 9 Rocket Launch?   MoneyDo: Consider If You'll Do An Encore.  The Value Of An Advisor | Part 1  Vegas Is Back In Business   Ford, GM, & Rivian Join...

It Takes Three To Tango

It Takes Three To Tango TOM PARKS, AIF®, CRPS® Director of Retirement Plan Services I recently received an email from a client informing me that they are moving from in-house payroll to a payroll service provider and she wanted to know what was needed on our end. I...

Axiom Vol 206

Week In Review: Is Unexpected Employment Report The Sign Of A V?    Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?   MoneyDo: The End Of "Stretch" IRAs   Zoom. Turbocharged.    Are We Ready To Spend?    A Manufacturing...

MoneyDo: The End Of “Stretch” IRAs

MoneyDo: The End Of "Stretch" IRAs Over the last 6 months there has been a significant amount of legislation that has impacted IRAs, including the permanent law changes of the SECURE Act and the temporarily relief under the CARES Act. It’s important to understand how...

Axiom Vol 205

Week In Review: It's A Recession. But The Markets Had Already Guessed    Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules?   MoneyDo: Resolve Future Fights - Set Up An Estate Plan For Your Vacation Home    1% Up...

Axiom Vol 204

Week In Review: Markets, Economy Stay Detached Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules? MoneyDo: Audit The Financial Advice You're Receiving Get Out Of Town A Tale Of 3 Retailers Back To Work In...

Axiom Vol 203

Week In Review: Another Week Of "Worst Evers" As Parts Of Economy Start To Open Poll Recap: Will You Be Attending An NFL Game This Season?  MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where DYADT: Does Your Advisor Give Tips & Red...

Axiom Vol 202

Week In Review: Employment Continues To Tank But Markets Fight Negatives Poll Recap: Will You Be Attending An NFL Game This Season?  MoneyDo: Organize Your Estate & Financial Details Beer Is Back Where Did The Robocalls Go? Major Grocers Start...

Axiom Vol 201

Week In Review: Recapping A Wild April  Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis? MoneyDo: Know What It Takes To Sell Your Buisness DYADT: 7 Reasons We Should Be Optimistic Starbucks Reopening Plan Apple Delays...

Axiom Vol 200

Week In Review: Historically Bad Financial Numbers - So Why Did The Market Rally?  Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?  MoneyDo: Understand Your Charitable Planning Options DYADT: Should You Change Your...

Axiom Vol 199

Week In Review: Wisconsin Might Return Slowly Instead Of All At Once Poll Recap: Did You Buy Easter Candy This Year?  MoneyDo: Review Your Retirement Plan Contributions & Investments DYADT: Interactive Webinars The New Abnormal Support For Farmers The...

Axiom Vol 198

Week In Review: Annex Client Exclusive Poll Recap: Did You Buy Easter Candy This Year?  April 2020: Winners & Losers Coronavirus Booze Sales Mortgage Forbearance: Hurry Up & Wait  

Axiom Vol 197

Week In Review: With End Of Crisis Uncertain, Some See Signs of Stability Forming  MoneyDo: Place Your Important Documents In A Safe But Accessible Location The Next Must Have For Safer-At-Home Families... Airbnb Steps Up  The Work From Home...

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

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

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