1/29/17
ICYMI: Questions To Ask Your ERISA Fiduciary Advisor
Annex Wealth Management’s Director of Retirement Plan Services Tom Parks offers some questions you should ask your current or potential ERISA Retirement Plan Advisor.
The new DOL Fiduciary rule further accents the need for a knowledgeable specialist in this area. Make sure you’ve chosen the right team.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
How Amazon’s Logistics Network Sprawls Across the U.S.
As Amazon has grown from an online books dealer to a global e-commerce behemoth offering everything from dog food to dishwashers, the logistics behind its operations have become a real challenge. To handle the ever-growing volume of shipments and add new services such as Prime Now and Amazon Fresh, the company is constantly expanding its logistics network both in the U.S. and internationally.
Source: https://www.statista.com/chart/7731/amazons-us-logistics-network/
ANNEX EVENTS
Financial Wealth, Health & Well Being for Women
As a major economic force, women seek more than just good financial returns. Join us for a holistic look at financial well-being. This workshop focuses on money beliefs, financial challenges unique to women, discussions and planning for common worries such as healthcare costs, and leaving a legacy, including raising financially-fit children.
Free Event – Reservation Required
For more upcoming Annex events CLICK HERE
BEST OF OUR RADIO PROGRAMS
Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.
Know The Difference™ Minute: What’s The Monte Carlo Technique? What’s It Got To Do With Wealth Management?
Trump’s Pro-Growth Initiative For Businesses
When Will Investors Feel The Changes In The Tax Code?
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