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The Annex Wealth Management Blog

Our Latest Insights

Axiom Vol 194

Week In Review: RIP Bull Market - But How Long Will This Bear Stay?Poll Recap: Have You Ever Donated To A Charity After A Natural Disaster?MoneyDo: Know What You Own - US EquitiesDYADT: (Part 1) Financial Planning For Military Families - Retirement, Health...

Axiom Vol 193

Week In Review: Markets Up & Down While Fed Cuts Rates - & Hints At More CutsPoll: Have You Ever Donated To A Charity After A Natural Disaster?MoneyDo: Understand Your Pension & Lump Sum Payment OptionsDYADT: "Chalk Talk" With Coach Joe...

Axiom Vol 192

Week In Review: Fastest 10% Correction In History. We're Not Waving The "All Clear" - Yet.Poll Recap: Have Coronavirus Fears Changed Your Travel Plans?What's ERISA?MoneyDo: Review & Optimize Tax Savings Vehicles Before The Tax DeadlineDYADT:...

Poll Recap: Have Coronavirus Fears Changed Your Travel Plans?

As news of Coronavirus continues to grab headlines, many are reevaluating their travel plans. Last week, we asked readers if they would be limiting or changing plans based on the virus news. The majority of responders – nearly 60% - indicated they would not be...

DYADT: Independent Custodians

Independent Custodians   Annex Wealth Management uses three independent custodians: Charles Schwab, TD Ameritrade, and Fidelity to hold client money, instead of holding it ourselves. The custodian serves as a gatekeeper and watchdog for client accounts. As the...

Axiom Vol 191

Week In Review: Annex Wealth Management Named One Of RIA Channel's Top 100 Wealth Managers In 2019PMI Dips Below 50 For 1st Time Since 2013. What's Next?Poll: Have Coronavirus Fears Changed Your Travel Plans?MoneyDo: Make Sure You Have Core Estate Planning...

Axiom Vol 190

Week In Review: "Black Swan" Virus News Challenges The MarketsPoll Recap: What Does "Know The Difference" Mean To You?MoneyDo: Consider If You Need Life Insurance. If So, How Much?DYADT: Guide You Through SECURE Act ChangesSo Many Peloton PeopleWinner....

Poll Recap: What Does “Know The Difference™” Mean To You?

We’ve been telling folks to “Know The Difference” for years. The phrase challenges you to ask questions of both your financial professional and us at Annex Wealth Management, and know the difference. At Annex, we see “The Difference” in three key areas: Team – Annex...

Axiom Vol 189

Week In Review: Markets Continue Higher On Stellar Economic NewsPoll: What Does "Know The Difference™" Mean To You?What's A Mutual Fund?MoneyDo: Beware Of Conflicting Opinions On Your Asset AllocationsDYADT: Does Your Advisor Work To Educate You?Mickey D's...

DYADT: Does Your Advisor Work To Educate You?

Annex Wealth Management has always been dedicated to informing and educating people. We believe an informed person will make a better decision for his or herself. That's why our radio shows are informational, and not pushing products, and why we work on campus at the...

Axiom Vol 188

Week In Review: Coronavirus, Brexit, & The TreasuryPoll Recap: Do You Recommend Buying Or Leasing Vehicles?MoneyDo: Consider These 11 Reasons To Start Estate Planning - Part 2DYADT: Annex ExecutiveThe Coronavirus ImpactIs Elon Musk About To Get Paid?A...

Poll Recap: Do You Recommend Buying Or Leasing Vehicles?

When it comes to leasing vs. buying a vehicle, the Axiom readers have spoken: buy. Nearly 90 percent of our respondents recommended, in general, to purchase a vehicle. Your advice is in line with financial icons like Dave Ramsey, who is outspoken about buying: “If you...

Axiom Vol 187

Week In Review: Market Streak Snapped By Virus ScarePoll: Do You Recommend Buying Or Leasing Vehicles?Ask Annex: What's A Stock? Stock DefinitionMoneyDo: Consider These 11 Reasons To Start Estate Planning - Part 1DYADT: Does Your Advisor Give Advice...

Axiom Vol 186

Week In Review: Trade Deals Spur Markets OnwardPoll Recap: How Much Personal Net Worth Would You Need To Be Considered Wealthy?Ask Annex: What's A QDIA?MoneyDo: Review What You're Actually Paying For Your AnnuityDYADT: The Annex Charitable FoundationHow...

Axiom Vol 185

Week In Review: Dow Crosses 29K As Headwinds CalmThe Best Of 2019Poll: How Much Personal Net Worth Would You Need To Be Considered Wealthy?MoneyDo: Get Organized For Income TaxesDYADT: Does Your Advisor Help You Understand Key Financial & Wealth...

Axiom Vol 184

Week In Review: 2020's Wall Of Worry: Trade, Geopolitical & Political RiskWhat Is The SECURE Act & How Will It Affect You?Poll Recap: What's Your Favorite Christmas Movie?MoneyDo: Avoid These Estate Planning MistakesDYADT: Honestly Help You Review...

Poll Recap: What’s Your Favorite Christmas Movie?

Ask Axiom Readers an open-ended question, get a wealth of answers! Last week, we asked which Christmas movie was your favorite. Our readers gave us over twenty different responses, from Polar Express to The Bells of St. Mary’s to Die Hard. But one movie received the...

Axiom Vol 183

The Top Weekly Insights Of 2019:Top Featured Of 2019: 2019 Tax Reference GuideTop Poll Of 2019: Have You "Cut The Cord" & Cancelled Cable?Top MoneyDo Of 2019: Get Ready For TaxesTop DYADT Of 2019: Does Your Advisor Help You With Your Retirement...

Axiom Vol 182

Careful Planning Helps Santa Bring Joy To Kids All Around The WorldInside Annex: Annex Team Members Answer Christmas QuestionsPoll: What's Your Favorite Christmas Movie?

How Much Does It Cost To Be Santa?

How Much Does It Cost To Be Santa?

  A high-quality Santa suit – and we’re presuming you want to be a great-looking Santa – will run between $800 - $1200[i]. But that’s just the suit – the boots with the thick leather belt are going to cost another $200 - $400. Some experts say you’ll need as many...

Axiom Vol 181

Global News Gives Markets ClarityPoll: The Change In Money - How Do You Pay?MoneyDo: Set Financial Goals For 2020DYADT: Destination Retirement: Are We There Yet?GM's BIG Battery PlantBeyond Meat Heads To CostcoDon't Hold Your Breath For The Apple 5G...

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 –...

Axiom Vol 180

More Positive News Charge MarketsFeatured: Meet Our Naples Branch Director, Bryan FiorePoll Recap: How Much Do You Know About Recycling?MoneyDo: Avoid These Estate Planning MistakesDYADT: Supporting The CommunityEstate Planning Key Roles: Executor, Power...

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 –...

Axiom Vol 179

Give Thanks: We asked the members of the Annex Wealth Management Team to let us know what they were thankful for this year. READ IT

Axiom Vol 178

Policy Is Driving This Bull Market FurtherMeet Our Madison Branch Director, Mark PentPoll: How Much Do You Know About Recycling?MoneyDo: Be Grateful.DYADT: Does Your Advisor Help Walk Your Family Through New Home Ownership?Disney Plus, Are You Signed...

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...

Axiom Vol 177

Record Highs Continue Slow, Steady GrowthHelp Us Support The Toy Drive To Benefit Children's Hospital of WisconsinWe're Listening: Annex Wealth Management Client Survey ResultsMoneyDo: Maximize Tax Benefits Of Your Charitable DonationsDYADT: Does Your...

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...

Axiom Vol 176

Markets Continue To Outperform ExpectationsPoll Recap: Does Cold Affect How You Think?MoneyDo: Understand & Prepare For Long-Term CareHow 'Bout That GDP?Peloton's First Earnings Report.HOW Many 5g iPhones?DYADT: Does Your Advisor Deliver Important...

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...

Axiom Vol 175

Lowest Employment In 50 Years Accompanied By Lower CEO Confidence?Poll: Does Cold Affect How You Think?MoneyDo: Diversify Your Investment Portfolio - ProperlyThe Next Big Thing For TobaccoThe Expensive Grounding Of The 737 MaxTwitter's Very Odd DayDYADT:...

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...

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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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