1 | Week In Review
Friday’s jobs report showed the labor market returning to pre-pandemic levels. That surprising headline, in addition to a July full of rebounds, seems to show an economy not in recession. With inflation continuing to threaten, will the Fed raise rates in September? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll
Required Minimum Distributions: Common Questions: Can I withdraw more than the minimum required amount?
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3 | Client Exclusive
TD Ameritrade – Have You Been Auto-Switched To Paper Delivery?
If you’re a TD Ameritrade account owner, TD Ameritrade recently notified you that you needed to establish your TD Ameritrade user ID and password by July 22. TD automatically switched everyone who missed that July 22 deadline from e-delivery to paper delivery for statements, confirmations and other communications.
If you missed the deadline, you can still update your e-delivery preferences with TD Ameritrade! Just visit AdvisorClient.com and create a user ID and password. Once you have successfully logged in, you can select “Electronic” as your delivery preference, and you will receive electronic delivery going forward.
Remember, if you don’t establish a user ID and password at TD Ameritrade and update your delivery preference, you’ll continue to receive paper statements, confirmations, and other communications.
Please contact your Wealth Manager or Client Service Manager for additional questions.
Thank you!
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4 | Did You Know?
Annex Is Going to the Wild Side
Annex Wealth Management is the primary sponsor for the 27th Annual “Ride on the Wild Side Bike Ride” at the Milwaukee County Zoo. Taking place on September 11th, this fundraising event will benefit the Zoological Society of Milwaukee. There will be four bike routes to choose from in addition to other activities available for the family!
If you are interested in participating in this event or would like more information, visit the official website: zoosociety.org/bike
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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7 | Annex Radio
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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.
UPCOMING EVENTS →
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