Week In Review
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Nvidia and the markets new highs, as well as commercial real estate worries and Uber replacing JetBlue.
Should you search for a website address or visit a trusted site?
There are lots of pathways to your favorite websites. You may have a site bookmarked, you may visit from a link in an email or you can visit a centralized site that has links to your go-to places.
Be cautious when doing a general search for a site such as your bank or other financial institution. Copycat or phony sites can pop up as “sponsored” sites and may entice you to attempt your logins.
For all of your Annex Wealth Management accounts, visit the Annex Client Center (link) for direct connections to your information. On the Annex Client Center you can visit eMoney (financial planning site), Charles Schwab and Fidelity (account management) or Black Diamond (account data and reporting). You can always directly type in the secure web address into your browser (secure sites will begin https:// the S stands for Secure.
There are some wonderful resources for information and best practices on staying safe online.
- StaySafeOnline.org
- OnGuardOnline.gov
As a reminder, always use 2-step verification wherever possible, do not share your passwords and avoid using public computers or open wi-fi or internet connections.
When in doubt, stop and verify before providing any information to a website or a person on the other end of the phone. If you ever have questions about an email from Annex Wealth Management or one of our trusted partners, please contact your Wealth Manager or Client Service Manager.
Thank you!
Client Webinar
Annex University: Medicare Basics
Tuesday, March 5, 2024 · 12:00 pm – 1:00 pm CT | 1:00 pm – 2:00 pm ET
Medicare enrollment is a milestone for each of our clients. We understand the complexity and anxiety that can go with making a selection, and Annex Wealth Management is here to help.
In this webinar, we will help you:
-
- Understand your healthcare needs as you reach Medicare age
- Approach Medicare enrollment with confidence
- Navigate Medicare’s complicated rules and deadlines
Webinar starts: 12:00 pm CT/ 1:00 pm ET
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