1 | Week In Review

Employment Figures Seem To Defy Sentiment

Friday’s jobs numbers seemed to show an economy not in recession. Consumer sentiment remains at record lows. How will the markets react to these very different signals? Annex Wealth Management’s Derek Felske and Mark Beck discuss.

2 | Poll

Required Minimum Distributions: Common Questions: What’s the Mandatory age you should begin taking Required Minimum Distributions (RMDs)?

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3 | Client Exclusive

TD Ameritrade – keep your e-delivery preferences!

If you have an account at TD Ameritrade you have likely received communication from them to validate and maintain your existing electronic delivery preferences (statements and confirmation) for your account/s. These communications from TD Ameritrade are valid and do require action by you.

Beginning with your July 2022 statement, TD Ameritrade will require you to establish and use a TD Ameritrade user ID and password to maintain your enrollment in electronic delivery of statements, confirmations and other communications.

To establish your online credentials, please visit www.AdvisorClient.com and have your account number ready. Select “Set up my profile” then “Get started”. TD Ameritrade will then verify your identify using the phone number provided when you opened the account. From there you will be prompted to create a user ID and password.

Please reference the letter and/or emails sent from TD Ameritrade on establishing your user ID and password and confirming your e-delivery preferences on their site. If this is not completed by July 22, 2022 TD Ameritrade will change your e-delivery preferences to paper. You can always change your statements back to e-delivery by following the instructions in the communications from TD Ameritrade.

Please contact your Wealth Manager or Client Service Manager for additional questions. Thank you!

4 | Did You Know?

Our Madison branch has moved to a new home!

Find us just off the beltline – 1200 John Q Hammons Dr, Ste 101, Madison, WI 53717.

If you have any questions regarding this move, please reach out to your Wealth Manager or Client Service Manager.

5 | Ask Annex

Ask Us A Question!

6 | Quote of the Week

7 | Annex Radio

Events & Webinars

Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.