We Give Thanks

What are members of Annex Wealth Management’s Team thankful for? READ MORE




Worst Airports For Holiday Cancellations

AAA Reports that nearly 49 million Americans will be traveling this Thanksgiving, an increase of one million travelers compared to last year*. Here’s a list of the best and worst airports for holiday cancellations:


ICYMI – WATCH IT: What’s A Fiduciary?

What’s a fiduciary? The word pops up a lot in the news, but many people aren’t sure what it means. Nearly 4 out of 5 investors believe their financial professional is a fiduciary – but the truth is RIAs make up only about 25% of the industry*.


Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

FEATURED: What Is Active Management?

Active Management may be more attractive as market conditions and once-reliable tenets change. Active managers look at what your risk tolerance is as they look forward. Derek Felske, CFA, Annex Wealth Management’s CIO and Deanne Phillips, CFP, Annex Wealth Management’s Director of Client Learning, discuss.

It May Be Time To Reassess Your Portfolio

With the anticipated changes that will accompany a new administration, it may be time to reassess your holdings and reevaluate your risk.

FANG Stocks Reignite The Active Vs. Passive Management Debate

The FANG stocks  – Facebook, Amazon, Netflix, and Google – have shown promise in the past – but could they be a good investment in the future? Annex Wealth Management’s CIO Derek Felske, and Deanne Phillips, CFP discuss how FANG stocks and changing events demonstrate the difference between Active and Passive Management.

There’s a significant difference between

financial advisors. Know The Difference™

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