The Annex Wealth Management Blog

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Axiom | Vol 306

1 | Week In ReviewFed Wrestles With Credibility As Inflation Digs InAs some markets approached bear territory, the Fed forecasted more rate hikes. Some analysts believe they're playing "catch-up" after too-generous policies. Annex Wealth Management's Dave Spano and...

Axiom | Vol 305

1 | Week In ReviewMarkets Try To Decide If The Fed Can Be TrustedWhile many factors - from political to global to financial - play a part in creating our current financial circumstance, the financial markets seem to be questioning whether the Fed is the source or the...

The Advantages Of Taking Your RMD Early

The Advantages Of Taking Your RMD Early May 4, 2022 Traditionally, many take RMD distributions at the end of the year - but did you know you can take it earlier? Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA lists the advantages of...

Axiom | Vol 304

1 | Week In ReviewGDP Goes Negative As Inflation Takes Its TollCorporate earnings rose - and the nominal GDP increased. But when calculated including inflation, GDP was down in Q1, and recent FAANG earnings led the markets downwards. Annex Wealth Management's Dave...

Axiom | Vol 303

FeaturedAnnex Wealth Management Sponsors 50th Annual Lombardi Golf ClassicThe VLCF Golf Classic raises money for organizations that will help prevent cancer, provide the best care to those fighting it and find a cure in the true Lombardi spirit of excellence. If...

Retirement Plan Services: Company Profiles

Retirement Plan Services: Company Profiles April 6, 2022 You've probably dreamt about your retirement - but have you given it a test run? Annex Wealth Management's Deanne Phillips, CFP®, CDFA®, ABFPsm explains how "trying on" your retirement beforehand can help you...

Trying On Retirement: Avoiding Regret

Trying On Retirement: Avoiding Regret April 6, 2022 You've probably dreamt about your retirement - but have you given it a test run? Annex Wealth Management's Deanne Phillips, CFP®, CDFA®, ABFPsm explains how "trying on" your retirement beforehand can help you get a...

Axiom | Vol 301

1 | Week In ReviewHow Long Will Inflation Stay This Hot?Will we ever see inflation return to the low numbers we saw just a few years ago? How long can it run this hot? Annex Wealth Management's Mark Beck and Derek Felske discuss.2 | PollMoney Questions To Ask Your...

Axiom | Vol 300

1 | Week In ReviewWill Inflation Continue At This Pace Through 2022?The Fed's dual mandate is full employment and fending off inflation. Friday's job report indicates what some consider to be full employment - how will the Fed react to inflation rates - and will they...

Is A Roth Conversion Right For You?

Is A Roth Conversion Right For You? Mar 25, 2022 It depends on your situation. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA and Financial Planning Specialist Tom Berkholtz, CFP® break down what a Roth Conversion is and when it might be...

How Much Life Insurance Do You Need?

How Much Life Insurance Do You Need? Mar 23, 2022 The answer isn't the same for everyone. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, EA walks us through how to calculate a life insurance plan - and how working with an expert can help....

Annex University: A Client Exclusive

Annex University: A Client Exclusive Mar 23, 2022 Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach...

Axiom | Vol 299

1 | Week In ReviewMarkets Rally Despite Continued Russian TensionThe S&P is up 100% from March 2020 lows, and despite continued Russian/Ukranian tension, the markets rallied this week. What is attracting investors, and what could cause a downturn? Annex Wealth...

Estate Planning: How To Make Things Easier For Your Trustees

Estate Planning: How To Make Things Easier For Your Trustees Mar 18, 2022 Get organized now to make things easier for your trustees. Annex Wealth Management's Estate Planning Attorney, Jill Martin, JD explains how to do just that. Subscribe to Annex Wealth...

Axiom | Vol 298

Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 4 You’re Moving. Now What?The past three episodes, we’ve discussed what to consider before moving – now Annex Wealth Management’s Tom Parks and Deanne Phillips discuss what to consider after you’ve...

What You Should Know About Spousal Social Security

What You Should Know About Spousal Social Security Mar 11, 2022 We're all familiar with Social Security. What about spousal Social Security? Here to talk about it is Tom Berkholtz, CFP®, Financial Planning Specialist at Annex Wealth Management. Subscribe to Annex...

Axiom | Vol 297

1 | Week In ReviewCPI Jumps Higher – Will Investors Stay In The Markets?CPI jumped higher this week, and analysts expect PPI to make another big increase. What does this level of inflation mean for the markets, and are investors seeing a buying opportunity or a reason...

What’s The Supply Chain? Supply Chain Definition

What's The Supply Chain? Supply Chain Definition Mar 7, 2022 Inflation has reached highs unseen in decades. Many believe supply chain disruptions to be one of the key causes of inflation. What' s the supply chain, and how does it affect the average person. Annex...

Axiom | Vol 296

1 | Week In ReviewSour Sentiment May Be Ignoring The FundamentalsA decent jobs report and sound fundamentals didn't buoy investor sentiment as the fear and greed index dove. What's next for the global economy? Annex Wealth Management's Dave Spano and Derek Felske...

Investing Terms

Investing TermsFeb 25, 2022 Annex Wealth Management's Chief Investment Strategist, Todd Voit, PhD gives us a quick course on some common investment terms. Subscribe to Annex Wealth Management’s YouTube channel for more informative videos on key topics and selections...

Axiom | Vol 295

1 | Week In ReviewWhy Did Markets & Bonds Close The Week Up As War Continues?Both the markets and the 10 Year Treasury closed the week up - despite the graphic images of war in Ukraine. Why is the economy reacting in this fashion, and is a recession imminent?...

What’s Stagflation? | Stagflation Definition

What's Stagflation? | Stagflation Definition Feb 22, 2022 Some recent headlines have revived a term that hasn't been mentioned in a while - stagflation. What is stagflation? Annex Wealth Management's Tom Parks explains. For our definition of inflation, visit...

Is The 4% Rule Outdated?

Is The 4% Rule Outdated? Feb 18, 2022 “The 4% Rule” has come under fire from retirement experts who claim that this rate of withdrawal is no longer realistic. Randy Winkler, CFP®, a Wealth Manager at Annex Wealth Management, explains what the rule means and how the...

Axiom | Vol 294

1 | Week In ReviewHow Will The Fed React To Inflation?With geopolitical unrest threatening and inflation at 40-year highs, the markets and many analysts wait to see how the Fed will react. The Fed acknowledges it hasn't moved as responsively as it might have; but will...

Should You Pay Off Your Mortgage Early?

Should You Pay Off Your Mortgage Early? Feb 11, 2022 It depends. To some, paying their mortgages early makes sense, while for others, it may not, given their current financial situation. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, explains....

Axiom | Vol 293

Annex Wealth Management's Limited Video Series:Moving In Retirement: Episode 3 What Should You Research?In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of undomiciling,...

Axiom | Vol 292

Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 2 What Do You Want?What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you – questions...

Axiom | Vol 291

Introducing Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 1 Who Will You Be?Practically everyone considering moving in retirement jumps to detailed areas like domicile and taxes. Who you will be in retirement is a critical consideration so you...

Axiom | Vol 290

1 | Week In ReviewIs The Economy Flagging - Or Is This A Huge Rotation?With the NASDAQ down in correction territory, many experts are debating what's driving volatility - a flagging economy, high interest rates, or some other force. Some believe the markets are simply...

Axiom | Vol 289

1 | Week In ReviewHow Long Will Inflation Stay at 40-Year Highs?CPI and PPI hit numbers we haven't seen in 40 years. How long will inflation stick around - and has GDP been affected? Annex Wealth Management's Dave Spano and Derek Felske discuss.2 | Poll RecapDo You...

Axiom | Vol 288

1 | Week In ReviewJobs Report May Not Have Been So DismalThe recent jobs report grabbed headlines by missing estimates, but some experts noted that unemployment is at a near-50 year low. The economy is slowing, but still expanding - how will the Fed react. Annex...

Axiom | Vol 287

In this special Axiom, we revisit some of your favorite insights from 2021. Happy New Year!In 2021, nearly all of the most-clicked Week In Reviews featured this hot topic: inflation. Although labeled ‘transitory’ for months, inflation is still hot. What’s the future...

Ask Annex: Bitcoin through the roof – your thoughts?

Ask Annex: Bitcoin through the roof - your thoughts? Dec 20, 2021 This Ask Annex came in via text: “Bitcoin through the roof (diamond hands emoji) - your thoughts?" Annex Wealth Management’s Dave Spano, CFP® and Derek V.W. Felske, CFA® answer. Subscribe to Annex...

Axiom | Vol 285

Axiom | Vol 285Small Caps Rise As Fed Announces An Accelerated Taper Meet The Axiom®'s Guest Editor: Ryan Van Blarcom, MBAMy name is Ryan Van Blarcom, and I’m an Associate Wealth Manager for our Annex Ignite...

Axiom | Vol 284

Axiom | Vol 284Inflation Up Again - But The Markets Saw It Coming Featured: Annex Wealth Management’s President & CEO Dave Spano, CFP® Again Named To Milwaukee-Area Power BrokersAnnex Wealth Management’s...

Axiom | Vol 283

Axiom | Vol 283Economy Still Humming As The Fed Begins To Address Inflation Meet The Axiom®'s Guest Editor: Steve DryerI’m Steve Dryer, Annex Wealth Management’s Managing Director of Operations. I believe I have...

Setting Up A Company 401(k)

Setting Up A Company 401(k) Nov 29, 2021 Setting up a 401(k) program for your team? Annex Wealth Management's Director of Retirement Plan Services, Tom Parks, AIF®, CRPS™ discusses the important factors to consider first. Subscribe to Annex Wealth Management’s YouTube...

Ask Annex: Real Estate As An Inflation Hedge

Ask Annex: Real Estate As An Inflation Hedge Nov 19, 2021 This Ask Annex comes from Paul, who asks: “You’ve spoken about a possible inflation hedge like real estate, how can I participate without actually buying any real estate?” Annex Wealth Management’s Dave Spano,...

Axiom | Vol 281

Axiom | Vol 281NASDAQ Hits Record High – But Inflation Likely Will Be Sticky Meet The Axiom®'s Guest Editor: Amy Kiiskila, JD, CFP®, CPA, CLU®Hi! I’m Amy Kiiskila, a Wealth Manager here at Annex. Over the past 25...

Axiom | Vol 280

Axiom | Vol 280A Good Earnings Season, Inflation And Consumer Sentiment, And Moves By The Fed Meet The Axiom®'s Guest Editor: Jeff Stanich, CFP®I am Jeff Stanich, CFP®, Wealth Manager for Annex Wealth Management...

Axiom | Vol 279

Axiom | Vol 279Excellent Jobs Report Encourages Markets Meet The Axiom®'s Guest Editor: Mark Strey, CFP®, CMFC®I’m Mark Strey, a Wealth Manager, CFP®, on the Annex Wealth Management team. In addition to meeting...

Axiom | Vol 278

Axiom | Vol 278Markets Finish Off Another Great Month As Inflation Rises Meet The Axiom®'s Guest Editor: Nikki TrudellI’m Nikki Trudell, and I am a Client Service Manager at Annex Wealth Management.  My role...

Axiom | Vol 277

Axiom | Vol 277Fed Moves From Defining Inflation As "Transitory"Meet The Axiom®'s Guest Editor: Brandon Arps, CFP®I’m Brandon Arps, a Wealth Manager at Annex.  I meet with individuals and families that are both...

What’s Inflation? | Inflation Definition

What's Inflation? | Inflation Definition Oct 20, 2021 We hear that inflation is here and that it's rising. But what is inflation, and what causes it? Annex Wealth Management's Tom Parks explains. Subscribe to Annex Wealth Management’s YouTube channel for more...

Axiom | Vol 276

Axiom | Vol 276Inflation And The Global Supply ChainMeet The Axiom®'s Guest Editor: Jackie SklenarHello! I’m Jackie Sklenar. I have worked in the financial industry for over 30 years and thoroughly enjoy working...

Axiom | Vol 275

Axiom | Vol 275Low Jobs Number Puzzles Some Analysts As Earnings Season LoomsMeet The Axiom®'s Guest Editor: Rick Kula, CFP®I’m Rick Kula, one of the Wealth Managers and CFP® professionals with Annex Wealth...

Axiom | Vol 274

Axiom | Vol 274Rough September Still Finds US Markets Ahead Of InternationalsMeet The Axiom®'s Guest Editor: Mark BeckI’m Mark Beck, Managing Director of Wealth Management Services and host of The Annex Wealth...