Chat with us, powered by LiveChat

The Annex Wealth Management Blog

Our Latest Insights

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...

Axiom Vol 225

Week In Review: Markets Close Up, But Has Jobs Market Lost Momentum? Poll: Do You Own An iPhone?  MoneyDo: Buy Low, Sell High, Diversify One Week Until The Apple 5G iPhone Event  Salesforce Predicts: Digital Holiday Sales +30% Retail Sales: Is October The...

MoneyDo: Buy Low, Sell High, Diversify

MoneyDo: Buy Low, Sell High, Diversify Diversification is a key part of a well-crafted portfolio. When an investor diversifies, he or she spreads investments across different sectors and investment vehicles.Many studies and mathematical models show that maintaining a...

Axiom Vol 224

Week In Review: Markets Ride High On Accommodative Fed And Signs Of Stimulus Poll Recap: Social Security Beneficiaries - How Much Of A COLA Raise Do You Expect? MoneyDo: Understand Your Options For Medicare Open Enrollment  28,000 Disney Layoffs Private...

Poll: Do You Own An iPhone? Will You Be Upgrading To The iPhone 12?

Apple unveiled on October 13, 2020 the newest high-end flagship iPhones - the iPhone 12 Pro and iPhone 12 Pro Max, which are being sold along with the iPhone 12 and iPhone 12 mini. The new line of iPhones introduce new, exciting features such as 5G accessibility which...

Axiom Vol 223

Week In Review: Markets Try To Process A President With COVID Poll: Social Security Beneficiaries: How Much Of A COLA Raise Do You Expect? MoneyDo: Consider Who Can & Will Act As Your Power of Attorney ICYMI: Part One: What The US Election Means For...

Axiom Vol 222

Week In Review: Will Market Decline Foretell Election Results?  Retirement plan changes? We can help.  Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?  MoneyDo: Review and Update Your Income Tax Withholding The High...

Axiom Vol 221

  Week In Review: Pre-Election Volatility Sets In - With A 2020 Twist Retirement plan changes? We can help.  Poll: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?  Have a question for us? Submit your questions here at Ask...

Axiom Vol 220

Week In Review: Markets Reflect Election Concerns  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

 Week In Review: Fed Chair Hints Employment Recovery Is Years Away 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

Week In Review: Fed Plans To Let The Economy Run Hot 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

Week In Review: Apple Leads Markets Higher - Despite An Uptick In Unemployment 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

 Week In Review: An Historical 100 Day Market Rally 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

Week In Review: Markets Up Again But Bond Market May See Weakness 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

Week In Review: Stocks Up For 4th Consecutive Month 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 Day US Orders China To Close...

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...

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, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NH, NV, NY, NC, OH, SC, SD, TN, TX, UT, VA, WA & 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.