1 | Week In Review
All major indices were up this week, despite the 10 year Treasury going up by over 20 basis points. One reason is likely the gloom experienced in Europe, which faces a strong dollar and a looming energy crisis. What are the odds of a recession in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
2 | Poll
It’s about the time of the year when millions of people start their holiday shopping. Year after year, more and more shoppers look to online shopping as their preferred method of purchasing items. Even with virtual shopping, there’s a handful of methods one can choose from, including Buy Online, Pick-Up-In-Store (BOPIS), Showrooming, or Curbside Pickup.
Despite the growing popularity of online shopping, there are still those who choose to stick with buying what they need in a physical store. We wanted to see what our readers’ habits were, so in last week’s poll we asked how much of your purchases are made online and/or via an app.
Here’s what you responded:
- 0-24% – 43%
- 25-49% – 23%
- 50-74% – 25%
- 75-99% – 9%
We also asked what types of items you order when you shop online:
- Apparel/Shoes – 53
- Groceries – 10
- Furniture – 11
- Electronics – 45
- Beauty/Health/Personal Care – 44
- Other – 64
This week’s survey we redirect back to financials.
The 10/14 University of Michigan Consumer Sentiment survey showed an increase in sentiment – the highest in six months.
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3 | Client Exclusive
Have You Used Our App?
The Annex Wealth Management App gives you secure access to view your account(s) and quarterly reports on your mobile device. This app is available in both Apple and Android app stores; search for “Annex Wealth Management” to download.
In order to access the mobile app, you’ll need your Black Diamond username and password that is used to access your account information from our Client Center. When you first log in on the Annex mobile app you’ll be prompted to complete a multi-factor authentication.
After you have logged in, you will experience an easy-to-navigate platform that mirrors what you would see online.
If you have questions about access, send an email to an*********@*********th.com.
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Scheduling Your Next Meeting Is Only A Click Away!
We understand the hassle that can come with scheduling meetings. That’s why Annex provides online scheduling links for clients to use at their convenience to find a time that works for them and their Wealth Manager.
You may have already received a link via email to schedule your review meeting. If you haven’t and would like to meet with someone at Annex, please reach out to your Client Service Manager or Wealth Manager.
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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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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