In The News

Poll: Who’s Your Biggest Financial Influence?

A series of polls indicate that while she’s losing ground, adults identify mothers as their strongest financial influence.

A poll taken in 2011 showed that adults identified their mother as their strongest financial influence (26%), edging out fathers (21%), spouses (16%), and the adults themselves (16%).

Four years later, the same questions resulted in a different response – more than a quarter of respondents said they rely on themselves as their biggest source of financial wisdom. Mom was still the leading relative influencer – 16 percent over Dad’s 14 percent.

Millennial adults still trust dear old mom – 31 percent said their mother was their biggest financial influence.

Oops! We could not locate your form.

Read More

Axiom | Vol 500

Axiom | Vol 500

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

read more
Axiom | Vol 500

Axiom | Vol 500

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

read more

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name