1. Week In Review: Better-Than-Feared Earnings Report Season 2. Poll: August Is National Make-A-Will Month! 3. Client Exclusive: Another TD Ameritrade – Charles Schwab Update 4. Did You Know? The School Year Is Quickly Approaching! 5. Ask Annex: Is 60/40 Back? | Active vs Passive | Risk vs Reward | Is AI The New Buzz Term? 6. Innovation 7. What’s Playing: Too Fast, But Not Too Far?
1 | Week In Review
Alphabet, Meta, Microsoft, and Intel report better-than-expected results. The Fed raises interest rates 25 basis points. Is investing in AI a drag on earnings? Annex Wealth Management’s Derek Felske is here to discuss.
2 | Poll
With today’s technology, it’s gotten easier and easier to create a will, whether on your own or with a third party. However, less than half of U.S. adults do not have a will that describes how they want their money and estate to be handled after death. (source)
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3 | Client Exclusive – ICYMI
Another TD Ameritrade – Charles Schwab Update
If you have accounts open through TD Ameritrade, we sent you an email last week informing you of the future arrival of a Key Information Packet in your mailbox. This packet from Schwab should get to you by, or around, August 1st – please note that this delivery format is required by TD Ameritrade and cannot be changed.
The Key Information Packet will contain important details about the transition:
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- New account number(s) by Financial Account
- Transition timeline
- Step-by-step instructions to create your Schwab Alliance login and password
- Any additional information about the transition
Didn’t see the email? Read the whole thing by visiting our page on the Annex Client Center, dedicated to all communications with you regarding this merger.
Please reach out to your Wealth Manager or Client Service Manager if you have any questions!
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4 | Did You Know? – Client Exclusive Event!
The School Year Is Quickly Approaching!
August begins on Tuesday already, which means everything “Back To School” is in full swing for every age from preschool to college.
Are you thinking about, or planning to, give your child or grandchild’s future a boost with money you’ve set aside specifically for their advanced education? Do you have the intention, but aren’t sure where to start?
Join us for our CLIENT EXCLUSIVE webinar, The Gift Of Education, on August 22nd at 12 p.m. CT.
This workshop delves into education planning tools called 529 plans, which utilize state run programs providing income tax credits to contributors. We will look at how to set them up, benefits they provide, understanding what a qualified expense is, and how UTMAs and the new laws impact grandparent plans and a child’s FAFSA application for financial aid.
CLICK HERE to register for this webinar. We hope you join us!
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5 | Ask Annex
Annex Wealth Management’s Sarah Kyle and Matthew Morzy, CFP® answer several Ask Annex questions.
Do you have a question for Annex Wealth Management? Drop it here.
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6 | Quote of the Week
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Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
BROWSE EVENTS →
Start the week off with insight and perspective from members of the Annex Wealth Management Investment Committee.
