Chat with us, powered by LiveChat

The Annex Wealth Management Blog

Our Latest Insights

Look, Squirrel!

by Tom Parks I read an article the other day on benefitspro.com whose headline thoughtfully pondered: “Are TDFs really the best QDIA? 4 other options for structuring retirement plans”. It’s precisely the sort of question you imagine 401(k) guys like me considering...

DYADT: Destination Retirement

You’re going to have some incredible opportunities to grow and learn at our 2020 event workshops… but this week we’re highlighting one of our most requested and most popular workshops: Destination Retirement: Are We There Yet? Why is this workshop so popular? Simple –...

Poll Recap: How Much Do You Know About Recycling?

Recycling is part of our social and community responsibility, but how much do you know about it?A few weeks ago, we asked Axiom readers what recycling fact was foreign to them. Your least known recycling fact was that shredded paper isn’t recyclable – almost half of...

DYADT: Supporting The Community

DYADT: Supporting The Community

DYADT: Supporting The CommunityEvery year, as part of our commitment to the community and our love for the season, Annex Wealth Management has sponsored the Children’s Hospital Toy Drive. For two weeks at the end of November, Annex collects money, toys and gifts –...

We Give Thanks 2019

We asked the members of the Annex Wealth Management 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! I am thankful I get to be a mom to my three beautiful...

MoneyDo: Maximize Tax Benefits Of Your Charitable Donations

MoneyDo: Maximize Tax Benefits Of Your Charitable Donations   We can debate whether or not we should be playing Christmas music this time of year, but most of us agree: ‘tis the season for donations to our favorite charities. This week’s MoneyDo is “Consider how...

96.7% Client Satisfaction: Annex Wealth Management Client Survey Results

96.7% Client Satisfaction: Annex Wealth Management Client Survey Results Annex Wealth Management prides itself on consistently delivering elite wealth management to each client. Our client survey is just one way we determine how effectively we’re achieving our goal.In...

The 13th Annual Toy Drive to benefit Children’s Hospital of Wisconsin

The 13th Annual Toy Drive to benefit Children’s Hospital of Wisconsin

Let’s do something good. Let’s bring smiles to the faces of kids and families who could use a smile. Annex Wealth Management is again partnering with WSSP-105.7 FM The Fan Sports Radio as a Title Sponsor of the 2019 Toy Drive to Benefit Children’s Hospital of...

Poll Recap: Does Cold Affect How You Think?

Last week we noted a survey that seemed to show that women’s thought processes were adversely affected by cold temperatures. We asked you if you were less productive in the cold, and over 70 percent of our female polltakers agreed. Over 56 percent of male polltakers...

Poll: Does Cold Affect How You Think?

A recent study took a look at how men and women answered math, verbal and cognitive reflection tests at various temperatures. Women’s math and verbal test scores dropped when the room temperature dropped under 70 degrees — but math scores began rising 1.7% as the room...

Poll Recap: Do Taller People Make More Money?

When it comes to wealth, over half of you believe a tall tale.Last week, we referred to several studies that seem to indicate a correlation between an individual’s height and his or her wealth. We asked you if you believed there was a correlation between height and...

DYADT: How Often Does Your Advisor Reach Out To You?

On average, our clients hear from the Annex team at least 100 times a year – for all sorts of reasons. Clients will receive a regular check-in from the service team, the Axiom, or invites to educational events, along with quarterly performance reports and statements....

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: Fee-Based Vs. Fee-Only

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...

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.