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The Annex Wealth Management Blog

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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...

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...

MoneyDo: Audit The Financial Advice You’re Receiving

MoneyDo: 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,...

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 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...

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...

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...

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Management Insights

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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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