The Annex Wealth Management Blog
Our Latest InsightsPoll: 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
Stocks Up For 4th Consecutive Month | Week In Review 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...
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...
Poll: Do You Stay Updated On Your Personal Cyber Security?
Cybercrime continues to evolve, with new threats surfacing every year. It is important to stay updated on how to protect you and your family against cyber attacks.
Axiom Vol 212
Week In Review: Choppy Start To Earnings Season Provides Few Answers Retirement Plan Changes? We Can Help. Poll Recap: Do You Use A Grocery Delivery Service? MoneyDo: Career Planning With Your Child DYADT: Does Your Advisor Create A Plan That Changes As...
Poll Recap: Do You Use A Grocery Delivery Service?
Over the last few months, more and more people have been using grocery delivery services, with Instacart and Amazon Fresh being some of the most used brands. Instacart is now valued around $13.7 billion and reports that customer order volume is up 500% year-over-year....
Axiom Vol 211
Week In Review: Economic News Improves - But Analysts Left Without Earnings Guidance Advocate Health: Retirement plan changes? We can help. Poll: Do You Use A Grocery Delivery Service? MoneyDo: Consider A Roth Converstion 5 Ways Playing Golf Is Like...
MoneyDo: Consider A Roth Conversion
MoneyDo: Consider A Roth Conversion Many folks nearing retirement have amassed a significant nest egg in a retirement account. Traditional retirement accounts have special tax circumstances: funds are contributed to these accounts before the associated income...
5 Ways Playing Golf Is Like Caring For Your Portfolio
5 Ways Playing Golf Is Like Caring For Your Portfolio 1. Know Where You Are Most successful golfers don’t try to play every course – and every hole of the course – the same. Understanding the terrain of the course you’re on – including the danger of leaving the...
Poll: Do You Use A Grocery Delivery Service?
With more people staying home, various grocery delivery services have seen increases in sales over the last few months.
Axiom Vol 209
Week In Review: Are Nike's Earnings Just The Beginning Of A Reevaluation? Your Aurora Health Care, Inc. Incentive Savings 403(b) Plan Is Being Terminated. What Now? We're Here To Help. Poll Recap: What Social Media Platforms Do You Use To Access The...
Poll Recap: What Social Media Platforms Do You Use To Access The News?
Facebook just launched Facebook News - the social network's dedicated section that covers national and local news. According to a recent study from Reuters Institute for the Study of Journalism at Oxford University, more and more people are using social media...
Axiom Vol 208
Week In Review: In These Markets, Time To Get Picky Poll: What Social Media Platforms Do You Use To Access The News? MoneyDo: Know What You Own - International Equities Client Stories & Why NOT To Wait Airbnb Bookings Higher Than A Year Ago CrossFit...
Axiom Vol 207
Week In Review: Is This A Healthy Pause? Poll Recap: Did You Tune In For The Historical SpaceX Falcon 9 Rocket Launch? MoneyDo: Consider If You'll Do An Encore. The Value Of An Advisor | Part 1 Vegas Is Back In Business Ford, GM, & Rivian Join...
Poll: What Social Media Platforms Do You Use To Access The News?
Facebook just launched Facebook News - the social network's dedicated section that covers national and local news.
Poll Recap: Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?
It was a historic day for NASA and SpaceX with the launch of their Falcon 9 rocket from Cape Canaveral Air Force Station. The majority of respondents to our poll watched the historic SpaceX rocket launch live, while a small group of respondents watched after the...
It Takes Three To Tango
It Takes Three To Tango I recently received an email from a client informing me that they are moving from in-house payroll to a payroll service provider and she wanted to know what was needed on our end. I explained that while the payroll provider technically doesn’t...
Axiom Vol 206
Week In Review: Is Unexpected Employment Report The Sign Of A V? Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch? MoneyDo: The End Of "Stretch" IRAs Zoom. Turbocharged. Are We Ready To Spend? A Manufacturing...
Poll: Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?
MoneyDo: The End Of “Stretch” IRAs
MoneyDo: The End Of "Stretch" IRAs Over the last 6 months there has been a significant amount of legislation that has impacted IRAs, including the permanent law changes of the SECURE Act and the temporarily relief under the CARES Act. It’s important to understand how...
Axiom Vol 205
Week In Review: It's A Recession. But The Markets Had Already Guessed Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules? MoneyDo: Resolve Future Fights - Set Up An Estate Plan For Your Vacation Home 1% Up...
Poll Recap: Have You Supported Small Business During The State’s “Stay At Home” Rules?
Perhaps this is a sign that we can return from severe economic hardship – our most recent poll asked about supporting a small business or restaurant. A small minority of respondents didn’t think the size of establishment mattered – but the overwhelming majority of...
Axiom Vol 204
Week In Review: Markets, Economy Stay Detached Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules? MoneyDo: Audit The Financial Advice You're Receiving Get Out Of Town A Tale Of 3 Retailers Back To Work In...
Axiom Vol 203
Week In Review: Another Week Of "Worst Evers" As Parts Of Economy Start To Open Poll Recap: Will You Be Attending An NFL Game This Season? MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where DYADT: Does Your Advisor Give Tips & Red...
Axiom Vol 202
Week In Review: Employment Continues To Tank But Markets Fight Negatives Poll Recap: Will You Be Attending An NFL Game This Season? MoneyDo: Organize Your Estate & Financial Details Beer Is Back Where Did The Robocalls Go? Major Grocers Start...
Axiom Vol 201
Week In Review: Recapping A Wild April Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis? MoneyDo: Know What It Takes To Sell Your Buisness DYADT: 7 Reasons We Should Be Optimistic Starbucks Reopening Plan Apple Delays...
Axiom Vol 200
Week In Review: Historically Bad Financial Numbers - So Why Did The Market Rally? Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis? MoneyDo: Understand Your Charitable Planning Options DYADT: Should You Change Your...
Axiom Vol 199
Week In Review: Wisconsin Might Return Slowly Instead Of All At Once Poll Recap: Did You Buy Easter Candy This Year? MoneyDo: Review Your Retirement Plan Contributions & Investments DYADT: Interactive Webinars The New Abnormal Support For Farmers The...
Axiom Vol 198
Week In Review: Annex Client Exclusive Poll Recap: Did You Buy Easter Candy This Year? April 2020: Winners & Losers Coronavirus Booze Sales Mortgage Forbearance: Hurry Up & Wait
Axiom Vol 197
Week In Review: With End Of Crisis Uncertain, Some See Signs of Stability Forming MoneyDo: Place Your Important Documents In A Safe But Accessible Location The Next Must Have For Safer-At-Home Families... Airbnb Steps Up The Work From Home...
Axiom Vol 196
Week In Review: Markets Tick Upwards As Investors Wrestle With Health Crisis MoneyDo: Understand And Prepare For Long Term Care All Together Now We Found Some Good News Forget It, Hoarders
Axiom Vol 195
Week In Review: Nation Chooses Safety First - Virus Battle Causes A Recession Poll Recap: Has Your Social Media Use Increased Since The Spread Of Coronavirus? Ask Annex: Monte Carlo Simulation MoneyDo: Discover What Probate Is & When It's...
Poll: Have You Supported Small Business During The State’s “Stay At Home” Rules?
Poll Recap: Will You Be Attending An NFL Game This Season?
We are slowly transitioning to a non-lockdown life, but we’re all moving carefully. That’s the mood of our polltakers this week. When asked if they’d attend a Packer game this fall, nearly 60% of our Axiom readers indicated they’d pass. (We didn’t ask if this...
MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where
MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where Many employers give their employees the option of purchasing stock in the company, as a benefit to employees. In this week’s MoneyDo, we’ll encourage you to consider investing in your employer’s...
Poll: Will You Be Attending An NFL Game This Season?
Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?
A recent poll indicated that more than half of Americans are considering changing their retirement plan – with a majority of those folks indicating they were going to decrease their investment into their plan.We decided to ask our readers if they were experiencing the...
Poll: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?
MoneyDo: Understand Your Charitable Planning Options
MoneyDo: Understand Your Charitable Planning Options It has been over to 100 years since a pandemic has impacted our society in the manner of COVID-19. It has impacted many of us financially and those without financial struggle are wondering how we can help. Churches,...
Poll Recap: Did You Buy Easter Candy This Year?
Sometimes it’s the smaller things that are the best indicators of a crisis. A recent poll indicated that Americans were buying less Easter candy – and some weren’t buying any at all.We asked Axiom readers the same question, and nearly 60% indicated that they weren’t...
MoneyDo: Review Your Retirement Plan Contributions & Investments
MoneyDo: Review Your Retirement Plan Contributions & Investments Most of us have never been involved in a health crisis so severe that it created a massive economic disruption. But many of us have experienced a devastating economic disruption. Whether it is...
Business Loan Program Temporary Changes; Paycheck Protection Program – Additional Eligibility Criteria and Requirements for Certain Pledges of Loans
This Small Business Administration document provides details to an important provision of the CARES Act. Text enclosed in the document follows: SMALL BUSINESS ADMINISTRATION Docket Number SBA-2020-[ ] 13 CFR Part 120 RIN [ ] Business Loan Program Temporary Changes;...
Poll: Did You Buy Easter Candy This Year?
*https://wallethub.com/blog/coronavirus-easter-survey/72870/
Poll Recap: Staying Connected: Has Your Social Media Use Increased Since The Spread Of Coronavirus?
More than 25% of our readers have increased their social media usage since the Coronavirus health crisis has reared its head – and the most-used platform, by far, is Facebook.Last week, we asked Axiom readers if the health crisis had caused them to use social media...
Poll: Staying Connected: Has Your Social Media Use Increased Since The Spread Of Coronavirus?
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...
Poll Recap: Have You Ever Donated To A Charity After A Natural Disaster?
Hail Our Kind-Hearted Axiom Readers!We’re not surprised at all to see statistical evidence that our readers are good AND smart.Last week – it seems so long ago – we asked our Axiom readers if they had ever donated to a charity after a natural disaster. A large...