The Annex Wealth Management Blog
Our Latest InsightsWe 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...
Poll Recap: 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...
MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan
MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan In the immortal words of Benjamin Franklin: “In this world, nothing can be said to be certain, except death and taxes”. At Annex Wealth Management, we understand Franklin’s...
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...
Poll Recap: Social Security Beneficiaries – How Much of a COLA Raise Do You Expect?
Over 46 million Social Security beneficiaries are retired workers, with data from the Social Security Administration showing that 62% of retirees leaning on their payout to account for at least half of their monthly income. October will unveil the program's...
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...
Poll: Social Security Beneficiaries – How Much of a COLA Raise Do You Expect?
Over 46 million Social Security beneficiaries are retired workers, with data from the Social Security Administration showing that 62% of retirees leaning on their payout to account for at least half of their monthly income. October will unveil the program's...
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...
Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?
Older U.S. investors may engage in more risky financial behaviors as they continue to age and face diminished financial knowledge, according to new research from the Financial Industry Regulatory Authority Investor Education Foundation. Financial literacy levels...
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...
Poll: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?
Older U.S. investors may engage in more risky financial behaviors as they continue to age and face diminished financial knowledge, according to new research from the Financial Industry Regulatory Authority Investor Education Foundation. [gravityform id="241"...
MoneyDo: If You’re A Timeshare Owner, Consider How The Pandemic Has Affected Your Ownership
MoneyDo: If You’re A Timeshare Owner, Consider How The Pandemic Has Affected Your Ownership In one way or another, we’ve all been affected by the COVID-19 pandemic. Along with many “non-essential” industries the travel and tourism industry has suffered more...
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...
Poll: Do You Have A Fantasy Football Team?
It's finally that time again - fantasy football season! Will you be participating this year?
DYADT: Does your advisor answer the general public’s questions about key financial and wealth management concepts?
ASK ANNEXAnyone can visit our website and ask questions about key financial and wealth management concepts, and we’ll answer the questions personally and/or on the air. Listen to some of our previous Ask Annex Q & As: Have a question for Annex Wealth Management?...
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...
Poll Recap: It’s National Make A Will Month! Have You Created Your Will?
August is National Make A Will Month! Creating a Will not only gives you piece of mind but can save your family time and stress during an already difficult time. A recent Forbes poll found that more than half of Americans over the age of 66 do not yet have a will in...
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...
Poll: It’s National Make A Will Month! Have You Created Your Will?
August is National Make A Will Month! Creating a Will not only gives you piece of mind but can save your family time and stress during an already difficult time.
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...
Poll: Have You Made Any Home Improvements This Summer?
According to some experts, more and more families are pursuing home improvement projects this summer during the COVID-19 pandemic.
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...