The Annex Wealth Management Blog
Our Latest InsightsAxiom | Vol 255
Axiom | Vol 255CPI Climbs – What Does The Fed Think? | Employers Have Open Jobs. Why Aren't They Being Filled? | New Home Prices Increase Due To Lumber ShortageMeet The Axiom®'s Guest Editor: Mark PentI’m Mark...
Axiom | Vol 254
Axiom | Vol 254Featured: Meet The Axiom’s Guest Editor: Naomi Ackley | Happy Mother's Day! | Inside: Markets Shake Off A Big Jobs Miss | Poll Recap: What will cost you less in the Covid recovery economy?| Perlick: An American Original | MoneyDo: Review Your Retirement...
Economic and Market Outlook Letter
Todd Voit, PhD Chief Investment Strategist ________________________________________Quarterly RecapThe first quarter of 2021 saw the year-end rally continue but not without hitting a soft patch. The first quarter of 2021 saw the long-awaited rotation from growth into...
Axiom | Vol 253
Axiom | Vol 253Featured: Meet The Axiom’s Guest Editor: Jeremy Lee | Inside: Earnings Season Shows An Economy Getting Hotter - Will The Fed Step In? | Poll: Can You Guess Which 3 Things Will Cost You Less In The Covid Recovery Economy? | MoneyDo: Business Owner...
Axiom | Vol 252
Axiom | Vol 252Featured: Meet The Axiom’s Guest Editor: Deanne Phillips, CFP®, CDFA® | Inside: Economy Shows Continued Signs Of Strength - Are Buybacks Coming? | Poll Recap: Do You Think Bitcoin Is A Bubble? | MoneyDo: Know That You Own - International Equities | Ask...
Axiom | Vol 251
Axiom | Vol 251Featured: Meet The Axiom’s Guest Editor: Matthew Morzy, CFP® | Inside: Markets, Fed See An Economy Ready To Come Back | Poll: Do You Think Bitcoin Is A Bubble? | MoneyDo: Make Sure You Have Core Estate Planning Documents | Ask Annex: Are There Any...
Axiom | Vol 250
Axiom | Vol 250Featured: Meet The Axiom’s Guest Editor: Noi Sayaovong | Inside: Could Rising Rates Bring The End Of TINA? | Poll Recap: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? | MoneyDo: Review What You're Actually...
Axiom | Vol 249
Axiom | Vol 249Featured: Happy Easter from all of us at Annex Wealth Management! | A Brighter Employment Picture | Mostly Good News About Air Travel. Except For The Fares | What's An ERISA Fidelity Bond? What's ERISA Fiduciary Insurance?[gravityform id="253"...
Axiom | Vol 248
Axiom | Vol 248Featured: Meet The Axiom’s Guest Editor: Randy Winkler, CFP® | Inside: Markets Reflect An Incredible Comeback - But Will Higher Taxes Affect Earnings? | Poll: Do You Intend On (Or Are You Now) Helping To Pay For Your Grandchild’s College Education? |...
Axiom | Vol 247
Axiom | Vol 247Featured: Meet The Axiom's Guest Editor: Eric Strom, CFP® | Inside: One Year Later, The Economy Is Rebounding - How Will It Navigate Crosscurrents? | Poll Recap: Did You Play More Golf Than Last Year? | MoneyDo: Consider If You Need Life Insurance. If...
Axiom | Vol 246
Axiom | Vol 246FEATURED FLASHBACK: 1 Year Ago - ‘Stick with your plan’: Annex Wealth Management’s Dave Spano advises to stay the course in COVID-19 related market volatility | Meet The Axiom's Guest Editor: Ken Symes | Inside: Stimulus Liquidity Drives Markets Higher...
Axiom | Vol 245
Axiom | Vol 245FEATURED: Meet The Axiom's Guest Editor: Jack Hauser | Inside: Interest Rates May Continue To Rise - Which Could Mean More Volatility | Poll Recap: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Review & Optimize...
Axiom | Vol 244
Axiom | Vol 244FEATURED: Meet The Axiom's Guest Editor: Denis Johnson | Inside: The Dow Closes Down As Markets Pay Attention To Interest Rates | Poll: Do You Have Enough Money Saved If You Are Planning On Retiring Early? | MoneyDo: Early Retirees: Consider How To...
Whitepaper: Is It Time To Get Moving (Here Or There)?
Axiom | Vol 243
Axiom | Vol 243FEATURED: Meet The Axiom's Guest Editor: Jill Martin | Inside: Markets Overcome Correction Fears - This Time | Poll Recap: Are You Using Grocery Delivery Services More Than You Did A Year Ago? |...
Poll: Are You Using Grocery Delivery Services More Than You Did A Year Ago?
Grocery shopping has evolved over the last year and US shoppers are finding new ways to stock up. A year ago, around 81% of consumers had never bought groceries online, but during the COVID-19 pandemic nearly 79% of shoppers have ordered online. Online grocery sales...
Axiom | Vol 242
Axiom | Vol 242FEATURED: Meet The Axiom's Guest Editor: Michael J. Mihm | Inside: Stellar Earnings Go Unrewarded By The Markets - A Repeat Of The Markets In 2000? | Poll: Are You Using Grocery Delivery Service More Than You Did A Year Ago? | MoneyDo: Discover What...
Ask Annex | I want to divide the bulk of the IRA to my children and I need advice on how best to do that, considering taxes, etc.
This week’s Ask Annex comes from Lois, who asks: “I have inherited an estate with a IRA in which I have 10 years to liquify. I am also executor of the will in which I need to give out some money, I want to divide the bulk of the IRA to my children and I need advice on...
MoneyDo: Discover What Probate Is & When It’s Needed
Discover What Probate Is & When It's Needed Probate may be one of the most misunderstood parts of the estate settlement process. Unfortunately, the term “probate” has garnered some negative connotations through headlines and heavily publicized cases that...
Ask Annex | Do You Have A Reference Guide For Taxes?
Do You Have A Reference Guide For Taxes? Our tax reference guide is one of Annex Wealth Management's most popular annual publications. In it, we provide tables of Federal tax rates for various circumstances, from Head of Household to C Corporations. If you have...
MoneyDo: Get Organized For Income Taxes
Get Organized For Income Taxes You’re probably already receiving tax documents from your employers, investments, and contractors; so you know what time it is – time to get yourself organized and prepared to file your 2020 tax returns. One easy way to keep...
Poll Recap: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?
It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...
Poll: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?
It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...
Ask Annex | What Do The Changes To Retirement/Savings Rules Mean And How Will It Help Me Save More For Retirement?
What Do The Changes To Retirement/Savings Rules Mean And How Will It Help Me Save More For Retirement? Changes to retirement savings rules are being discussed in Washington which could alter best practices when it comes to saving for your future. For savers over age...
MoneyDo: Audit The Financial Advice You’re Receiving
Audit The Financial Advice You're Receiving In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This week,...
Ask Annex | How Exactly Do High Yield Bond Funds Work?
How Exactly Do High Yield Bond Funds Work? High yield bond funds are just like any Mutual Fund or ETF, in that they are an investment vehicle designed to pool together multiple investors assets to invest for the same goal. In this case they are investing assets in...
Poll Recap: Have The Events Of The Last Year Changed Your Retirement Plans?
2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement...
2021 Tax Reference Guide
2021 Tax Reference Guide
MoneyDo: Know What You Own: Equities
Know What You Own: Equities This week’s MoneyDo is to Know What You Own when it comes to US Equities. It sounds rudimentary, but we find that many folks neglect to track what’s in their portfolio or haven’t looked in months or years. In the United States,...
Axiom | Axiom Vol 238
Week In Review Markets Close Down Despite Positive Banking News Despite earnings reports generally beating estimates and a rising 10 yr treasury yield, banking stocks - and the markets - closed down for the week. Annex Wealth Management's Dave Spano and Derek Felske...
Ask Annex | What financial planning concepts should I have learned from 2020?
Before I move on, I want to make sure I learn. What financial planning concepts should I have learned from 2020? 2020 reinforced the importance of having an emergency fund. When everything is going great, the economy is booming, the market is up, no one likes having...
MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 2
Consider These 11 Reasons To Start Estate Planning | Part 2 Last week, we started out the year with things to get you thinking about doing your estate plan. You can check it out HERE. This week we continue on the same path with a few more things that may help...
Poll: Have The Events Of The Last Year Changed Your Retirement Plans?
2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement...
Axiom | Axiom Vol 237
Annex Celebrates The Holidays Week In Review Election Clarity & Stimulus Expectations Feed Markets As the nation reaches clarity regarding a transfer of power, the markets responded with another big week. Many expect a Democratic-led Washington to turn to...
Poll Recap: Did You Donate To A Charity This Holiday Season?
2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...
MoneyDo: Consider These 11 Reasons To Start Estate Planning | Part 1
Consider These 11 Reasons To Start Estate Planning | Part 1 Estate Planning is often thought of as something we all need eventually, but many of us put it off. Unfortunately, there are too many instances where people never get around to putting a plan together...
Ugly Sweater Wednesday 2020
We asked the members of your Annex Team to wear their most festive Christmas sweaters to celebrate this year. Check out how the Annex Team celebrated while working from home and in-office! Merry Christmas and Happy Holidays from all of us at Annex Wealth...
Axiom | Axiom Vol 234
Week In Review Markets Ignore Disappointing Job Report And Continue To Roll As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management's Dave Spano and Derek...
Axiom | Axiom Vol 233
Week In Review Markets Ignore Disappointing Job Report And Continue To Roll Markets tend to look forward - and at this point, they're looking past a soft jobs report and some whispers that December's jobs report may be worse. At this moment, whether the Senate...
MoneyDo: Set Financial Goals For The New Year
Set Financial Goals For The New Year Now that the holidays are upon us (and its associated expenses) it is a great time to look at setting goals for 2021. You may be thinking about fitness goals or health goals, but do not forget about financial goals too. ...
Poll: Did You Donate To A Charity This Holiday Season?
2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...
2020 Year-End Tax Planning: Tax Planning In Uncertain Times
Tax PlanningIn UncertainTimes Some may see year-end tax planning as a mundane, advisor-led chore that needs our attention only as we close out the year. Often, it’s after we begin undertaking the chore that we realize the fallacy of “year-end”: many of the tasks and...
MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan
MoneyDo: Disciplined Investing: Follow an Annual Rebalancing Plan This week’s MoneyDo tasks a key component of wealth management – rebalancing your portfolio. Don’t let the crush of holiday have-to’s and shopping lists crowd out this critical “MoneyDo.”2020 certainly...
Poll Recap: Do You Have A Year-End Tax Planning Strategy?
It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...
Axiom Vol 232
Week In Review: Markets Ignore Disappointing Job Report And Continue To Roll ICYMI: We Give Thanks Poll: Do You Have A Year-End Tax Planning Strategy? MoneyDo: How To Hire An Estate Planning Attorney Holiday Shopping Prediction DOW Crosses 30,000 Black...
MoneyDo: How To Hire An Estate Planning Attorney
MoneyDo: How To Hire An Estate Planning Attorney Holistic wealth management includes developing a comprehensive estate plan. While Annex has attorneys on staff, they cannot provide legal representation to individuals to draft customized estate plans. As such, hiring...
Poll: Do You Have A Year-End Tax Planning Strategy?
It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...
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...