1. Don’t Miss Out: Register For Final Navigating The Markets 2. Week In Review: 3. The Difference Maker Of The Game. 4. Annex Steals Second! 5. Poll: Two Truths & A Lie. 6. Make Sure You Have Core Estate Planning Documents.  7. Losing A 401(k) Match | Strongest Sectors Within The S&P 500 | What’s Next After 401(k)s? | Ask Us A Question.

Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s economy.

Join Annex Wealth Management as they walk you through where we are and where the Annex Investment Team believes we’re headed.

In addition to taking your questions, we will discuss:

• Headwinds for the economy and markets
• Whether the long-awaited recession will ever happen
• The historical significance of today’s economy
• What you can do to calibrate your portfolio

Join us in Appleton with Annex’s Brian Jacobsen & Jeff Daye:
Date: Tuesday, October 10, 2023
Time: 4:00 PM – 6:00 PM CT
Register Here

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Annex strongly believes in frequent and meaningful communication

Each Friday after market close, our experts record the “Week In Review”- exclusive insights to help you stay on top of the latest financial news. 

The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management’s Dave Spano and Derek Felske discuss.

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The Difference Maker Of The Game

Brewers vs. St. Louis Cardinals| September 27, 2023

Check out the full archive HERE.

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Did you know Annex Wealth Management has partnered with The Milwaukee Brewers & Good Karma Brands?

Did you know Annex Wealth Management has partnered with the Milwaukee Brewers & Good Karma Brands to select and reveal the difference making play of the game between the 7th & 9th innings, “The Difference Making Moment” of the game. Although it didn’t last too long, Annex was also a proud sponsor during the post-season playoffs.  

Our partnership gave Annex the opportunity to “Steal Second” with our very own Mark Beck, Chief Growth Officer! Click below to check out the video! 

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      This week we’re going to switch it up from a poll to a “pop quiz” on Medicare. Our apologies if it brings back old memories and anxieties from high school! Be sure not to cheat or use the internet to find the answer to the question below! 

      This week we’re going to switch it up from a poll to a “pop quiz” on Medicare. Our apologies if it brings back old memories and anxieties from high school! Be sure not to cheat or use the internet to find the answer to the question below! 

      Did you know, Medicare provides health insurance coverage for more than 65 million people, almost 20% of the U.S. population? Medicare has advantages including cost savings and provider flexibility & the disadvantage of potentially high out-of-pocket costs. Once you qualify for Medicare, you have several options when it comes to enrolling in a plan. Sticking with the topic of Medicare, we want to know:  

      • This field is hidden when viewing the form

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      Make Sure You Have Core Estate Planning Documents.

      No comprehensive financial plan is complete without an estate plan. Estate planning is important for everyone, regardless of net worth, because it involves specifying your wishes and who you want in control, both in the event you’re unable to manage your own affairs, and at the time of your death. 

      Estate planning also makes it easier for your loved ones to administer your affairs – and likely will save them some significant legal fees. It’s critical to possess the following Estate Planning documents: 

      Power of Attorney for Finances and Property  

              • Also known as a Durable Power of Attorney or Financial Power of Attorney. The Durable Power of Attorney names an individual (known as an “Agent”) to act on your behalf during your life, as it relates to your finances and assets.  
              • It often gives the Agent the ability to file tax returns on your behalf, apply for Medicare, Medicaid, Social Security and other government benefits, pay your bills and access your financial accounts.  
              • If you were to become incompetent without a Financial Power of Attorney in place, court-supervised guardianship would be required for someone to be able to manage and take care of your finances. A Financial Power of Attorney ceases to be effective upon your death.

      Power of Attorney for Health Care  

              • A document naming someone to make health care decisions if you’re unable to make those decisions yourself.  
              • It gives you the opportunity to give direction to an individual if various medical situations arise.  A Health Care Power of Attorney ceases to be effective upon your death.  

      Last Will and Testament  

              • The primary document providing how assets titled in your individual name without a joint owner or beneficiary will be distributed.  
              • Your Will also appoints an executor (aka “personal representative”) responsible for managing your estate and following your final wishes.  
              • If you have minor children, your Will can also nominate a guardian to care for them.  
              • Assets distributed under a Will go through the court supervised, probate process.

      Once you have assembled those key pieces, estate planning can and often does include additional documents depending on the nature of your assets and family situation. 

      Revocable Trust  

              • Also known as a Living Trust and can be used in conjunction with a Will. If established, a Revocable Trust often becomes the primary mechanism to distribute assets outside of the probate process.  
              • A trust allows for continuity of management during life and after death, as it continues automatically without having to wait for the court to appoint an executor.  
              • An important decision to make in the planning process will be naming a successor trustee to provide for a smooth transition and continuity in management of the trust assets upon your death or incapacity. 

      Marital Property Agreement  

              • A document used in marital or community property states as part of an estate plan.  
              • The agreement classifies property owned as either individual or marital property which can have an impact on how an estate plan flows when individuals pass away.  
              • A primary advantage to using a marital property agreement is it can also be used to help avoid probate. 

      All five of these documents are used regularly as part of a comprehensive estate plan, in conjunction with beneficiary designations. 

      Beneficiary Designations, Transfer on Death Provisions and Asset Titling are also important components to ensure the estate plan you have designed will be effective and easy to administer when you pass away.

      Beneficiary designations, transfer on death provisions, and joint accounts with right of survivorship will pass automatically according to the terms of the account rather than under the terms of your Will or Trust. When developing your comprehensive estate plan, it’s important to review and update all your accounts to fit. 

      Refresh Your Financial Future. Calibrate Your Financial Plan.

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      Losing A 401(k) Match | Strongest Sectors Within The S&P 500 | What’s Next After 401(k)s?

      Does Jawboning Still Work?

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      CNBC: Brian Jacobsen, Annex Wealth Management’s Chief Economist, Joins CNBC’s ‘Power Lunch’

      Last week, our very own Chief Economist, Brian Jacobsen, joined CNBC on their ‘Power Lunch’ segment to discuss the market, fed & the economy.  

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      Staff from Annex’s Appleton Branch participated in the Walk to Defeat ALS to benefit the ALS Association. Amyotrophic Lateral Sclerosis (ALS) is a progressive, fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The life expectancy of a person with ALS averages from 2-5 years from the time of diagnosis. ALS can strike anyone & presently there’s no known cause of the disease.  

      If you missed the first two opportunities, please consider joining our team in the Walk to Defeat ALS to bring hope & raise awareness in Madison, WI on Saturday, October 21, 2023 (Register). Annex Wealth Management is a proud sponsor of the ALS Association & the Walk to Defeat ALS.  

      Fox Cities Performing Arts Center – 400 W College Ave, Appleton, WI 54911

      Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s economy.

      Join Annex Wealth Management’s Brian Jacobsen and Jeff Daye as they walk you through where we are and where the Annex Investment Team believes we’re headed.

      In addition to taking your questions, Brian and Jeff will discuss:

          • Headwinds for the economy and markets
          • Whether the long-awaited recession will ever happen
          • The historical significance of today’s economy
          • What you can do to calibrate your portfolio

      Tuesday, October 10, 2023

      4:00 PM – 6:00 PM CDT

      WHY WE WALK

      Thank you for helping us reach our fundraising goal! Together we can make a difference in the lives of those affected by ALS. Our team is committed to raising money to support people in our community with ALS and spread awareness of the urgency to find treatments and a cure. Please consider joining our team in the Walk to Defeat ALS® or choose a team member from the list and donate to our cause.

      WHY WE NEED YOUR HELP

      Every 90 minutes a person in this country is diagnosed with ALS and every 90 minutes another person will lose their battle against this disease. ALS occurs throughout the world with no racial, ethnic, or socioeconomic boundaries. 

      That’s why we’re participating in the Walk to Defeat ALS. To bring hope. To raise awareness. To provide resources and services to families free of charge. To help unlock the mystery of ALS and find the key to treatments a cure. Will you join us? 

      ABOUT ALS 

      Amyotrophic lateral sclerosis (ALS) is a progressive, fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The life expectancy of a person with ALS averages 2 to 5 years from the time of diagnosis. 

      ALS can strike anyone. Presently there is no known cause of the disease, yet it still costs loved ones an average of $250,000 a year to provide the care people living with ALS and their families need. Join the movement to provide help and hope today!

      The Corners of Brookfield | 20111 W Bluemound Rd, Brookfield, WI 53045

      Join us for the 3rd Annual Boos & Ghouls Night Out! This was a sold-out event last year so do not delay! Enjoy wine tastings and food pairings as you stroll the Corners of Brookfield, listen to the beautiful music provided by musicians from Elmbrook Schools, shop at various retailers who will give back to the Elmbrook Education Foundation & the Elmbrook Schools! Costumes are optional but encouraged! 

      Thursday, October 12, 2023

      6:00 PM – 8:30 PM CDT

      Annex Wealth Management Elm Grove Office | 12700 W Bluemound Rd, Elm Grove, WI

      A beginner’s guide to planning and preparing for the unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”

      Thursday, October 19, 2023

      6:00 PM – 8:00 PM CST

      Annex Wealth Management Mequon Office | 12200 Corporate Parkway, Mequon, WI 

      Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?

      Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.

      Tuesday, November 7, 2023

      6:00 PM – 7:30 PM CST

      Annex Wealth Management Naples Branch | 4901 Tamiami Trail North

      Our Naples branch has a new home! If you’re in the Naples area, come check it out and join us! Food & drink will be provided!

      Thursday, November 16, 2023

      2:00 PM – 5:00 PM EST

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