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The Annex Wealth Management Blog

Our Latest Insights

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...

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...

Axiom Vol 174

Earnings News Dampens Recession FearsPoll Recap: Do Taller People Make More Money?MoneyDo: Set Up Your Estate Plan To Control Your Assets From Beyond The GraveAnnex Wealth Management: Proud Partner Of Wisconsin Athletics.Nice Severance Check.Dunkin' (Not...

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...

Axiom Vol 173

Do Earnings Reflect Uncertainty?Annex Wealth Management Is A Proud Partner Of Wisconsin AthleticsPoll: Do Taller People Make More Money?MoneyDo: Understand What "Risk Tolerance" & "Time Horizon" MeanCommon Questions Asked During Client Meetings - Part...

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...

Axiom Vol 172

Chinese-American Trade Discussions Move The MarketsPoll Recap: Do You Consider The Taxes You Pay In Wisconsin Too High, Or Too Low?MoneyDo: Understand Your Options For Medicare Open EnrollmentCommon Questions Asked During Client Meetings - Part 1Zuck And...

Axiom Vol 171

Was This Week's Market Correction Expected?Poll: Do You Consider The Taxes You Pay In Wisconsin Too High, Or Too Low?MoneyDo: Know What It Takes To Sell Your BusinessThe McDonald's PLT. What The Heck Is That?Tired Of Lime Scooters Everywhere? There Might...

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...

Axiom Vol 170

Will This Economy Die Of Old Age?Poll Recap: In Which Season Do You Spend The Most Money?MoneyDo: Consider What You'd Do If You're Named An Executor, Personal Representative Or Trustee In An Estate PlanWhy Was WeWork's CEO Forced To Step Down?Survey Says:...

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.”...

Axiom Vol 169

Is The Fed Responding To Global Sluggishness?Poll: In Which Season Do You Spend The Most Money?MoneyDo: Ask Key Questions Before Paying Off Your Mortgage EarlyFacebook Dating Is Here.Are You Ready For Some Football?The Equifax Settlement: It Sounded Too...

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...

Axiom Vol 168

Markets Surge Higher Led By Positive SignsPoll Recap: Have You Taken Some Action Anticipating A Potential Recession?MoneyDo: Understand Your Tax Withholding.Do We Need A New Version Of Wi-Fi? After Hearing About It, We Say Yes.Can You Get A Rotisserie...

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...

Axiom Vol 167

The Signs Don't Point To A RecessionPoll: Have You Taken Some Action Anticipating A Potential Recession?MoneyDo: Organize Your Estate & Financial DetailsWe Studied Facebook's New Clear History Tool. Here's Why It Probably Won't Work.Use Back-To-School...

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...

Axiom Vol 166

Is This Inverted Yield Curve A False Alarm?Poll Recap: Have You Spent Your Retirement Savings Early?MoneyDo: Consider Investing In Employer StockTell Your Kids To Be Data Scientists, Not DoctorsWhat's The Next Plant-Based Alternative Food?Tired Of Shopping...

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12700 W. Bluemound Rd.
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Elm Grove, WI 53122

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