The Annex Wealth Management Blog

Wishing you a JOYFUL SEASON! Merry Christmas & Happy Holidays from all of us at Annex Wealth Management.Week In ReviewThe Fed Said It Wouldn’t Guess: Is it?Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some...

China Seeks Growth To Offset Tariffs | Safeguarding Your Wealth: Inflation Isn't Dead Yet | Instant Insight: The Fed & The Markets | Women & Wealth: Saving The Family Cottage | Warren Buffett's Estate Planning Philosophy | Graphonomics Volume 19 | Investing...

Retail Sales Good, But Target Misses Target | Instant Insight: Inflation Trends | The $763,000 Mistake | Graphonomics Volume 19: Available NOW! | Women & Wealth: Saving The Family CottageWeek In ReviewRetail Sales Good, But Target Misses TargetBlack Friday showed...

Market Moving Indicators Upcoming | Webinar: The Trump Nominees: From The Anti-China Cabinet to the Kitchen Sink | Financial Planning In A Changing Tax World | Instant Insight: Jobs and the Economic Outlook | Graphonomics Volume 19: Available Now!Week In ReviewMarket...

Happy Thanksgiving from all of us at Annex Wealth Management! Thank you for letting us be a part of your journey.Week In ReviewNVidia Brings Holiday CheerEarnings season is over - NVidia's big earnings show the growing presence of AI - including in John Deere's new...

The Trump Bump | Introducing Macro & Market Musings | Meet HENRY: High Earner, Not Rich Yet | Graphonomics Vol 18: Available NOW! | Dividing Investments | Life Insurance As A Retirement Strategy | Brookfield: Women & WealthWeek In ReviewThe Trump BumpOctober...

Money Talk: Election Edition | Tuesday - Politics, Planning, & Portfolios: An Election Impact Review | Graphonomics Volume 18: Available NOW! | Instant Insight: Election Results | Are Roth 401ks The Only Way To Go? | Single Cash Positions | Choosing A President:...

The Misery Index And Votes | Wednesday - Instant Insight: Election Results | Growth: Where's The Beef? Inflation: Under Pressure? Policy: Complicity. | Moving Into A Higher Tax Bracket | Alternative Investments | Choosing A President: Potential Impacts On Your...

Fed Cuts Rates. Interest Rates Rise? | Choosing A President: Potential Impacts On Your Financial Plan | Rolling Over A 401k After Layoff | Selling Investments To Replenish Emergency Fund | Lake Country Join Us For - Destination Retirement: Are We There Yet? | Rich Vs....

Fed Might Not Have To Cut Aggressively | Download - Choosing A President: Potential Impacts On Your Financial Plan | Top 5 Retirement Regrets According To 70-80 Year-Old Retirees | Get Graphonomics Vol 17! | Reverse Mortgages, Moving Money Back In Equities, Equities...

Powell's Powers of Persuasion | This Week: Year-End Tax Planning - Prioritizing Your To-Do List for 2024 | Brand New US Marine. What's A Safe Path Forward? | Get Graphonomics Volume 17! | See Us At The Pfister! Passion Assets Week In ReviewPowell's Powers Of...

Is Jobs Number Too Good To Be True? | Choosing A President: Potential Impacts On Your Financial Plan | This Week: Investment Intel | Investing In Art, New 401k Options Don't Work For Me | Get Graphonomics Volume 17!Week In ReviewIs Jobs Number Too Good To Be...

GDP Revisions Show Strength. Consumers Disagree. | Want To Know What We Think Of The Markets? | Start 2025 Tax Planning Now | Unsexy & Safe Investments | Using 401k For Credit Card Debt | Madison Women & Wealth: Election Year Investment MythsWeek In ReviewGDP...

Forecast Isn't Sunny - Or Rainy | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | Graphonomics Volume 16 Is Available! | Who's To Blame For A Pitiful Retirement Savings: The Retirement Industry Or Us?  | Dividing Investments | Life...

Trying To Avoid This Chinese Import | This Week: Financial Planning Through 2024 Volatility | Watch Past Webinars! | HYSA Dropping Rate, Long-Term Care, ETFs Vs. Mutual Funds | Graphonomics Vol 16 Is Available!Week In ReviewTrying To Avoid This Chinese ImportAnalysts...

Fed Rate Cut Could Be Higher Than 25 Basis Points | Graphonomics 16 Is Available! | W&W: Election Year Investment Myths | Steps To Selling A Business | Watch Past Webinars! | Is Social Security Ending? Week In ReviewFed Rate Cut Could Be Higher Than 25 Basis...

Signs of Consumer Exhaustion? | Happy Labor Day! Sending our appreciation and respect to the workers of every field. - From all of us at Annex Wealth ManagementWeek In ReviewSigns of Consumer Exhaustion?Nvidia’s earnings didn’t sparkle as some predicted, but the...

Cuts Coming: How Many, How Much, Unclear | How To Look After Your Mental Health In Retirement | Watch Past Webinars! | Ask Annex: Putting Paycheck Into HSA, Are Target Date Funds Worth It? ROI On College Degree | Download Graphonomics Volume 15Week In ReviewCuts...

Recession Fears Fade | The Hard Truth: Retirement Planning Requires Personal Responsibility | Brookfield - Destination: Retirement. Are We There Yet? | Wealth Prompt: Alternative Investments | Download Graphonomics Volume 15Week In ReviewRecession Fears FadeAnnex...

Mixed Messages Lead To Messy Markets | In Case You Missed It: Our Thoughts On Market Volatility | This Week: Women & Wealth - The Sandwich Generation | Automatically Investing, Brokerage Accounts | Annex & WTMJ Webinars | Download Graphonomics Vol 15Week In...

Beginning Of Correction: What Happens Now? | Graphonomics Volume 15 Is Out! | THIS MONTH: Annex + WTMJ Webinars | Ask Annex: Reducing 401k Contributions, Largest US Companies, And The S&P 500Week In ReviewBeginning Of Correction: What Happens Now?A disappointing...

Market Rates Vs. Federal Reserve Rate | Our Interns Have A Podcast! | Instant Insight Series | Ask Annex: Investing My Social Security, Penny Stocks For A Quick Hit | Graphonomics 14: Special Q&A Edition with Brian Jacobsen & Danny ClaytonWeek In ReviewMarket...

Market Reacts To Trump Assassination Attempt | Coverage & Conversation From The RNC | This Week: Election Impact on 2025 - Taxes, Markets, and the Economy | Wealth Prompt: Election's Impact On Tax Policy | Graphonomics 14 Is Available!Week In ReviewMarket Reacts...

Conversation & Coverage From The RNC In The News | July 15-18, 2024 This past week, the national media spotlight was on Milwaukee, as the Republican National Convention took center stage just a few blocks from Annex Wealth Management's Pfister branch office. We...

Are We Ready For A Rate Cut? | Coverage & Conversation From The RNC | Watch Our Graphonomics 14 Video! | Wealth Prompt: Don't Invest Your Politics | Election Impact on 2025: Taxes, Markets, and the EconomyWeek In ReviewAre We Ready For A Rate Cut?PPI Numbers...

Hope you celebrate our freedom in your own special way. Whether it’s family, fishing or fireworks, we hope your holiday is safe and full of sunshine and love.Week In ReviewThe Economy Is Driving Votes; What Is The Fed’s Next Move?The economy is front and center in the...

Annex Wealth Management Names Jeff Pierce as New President & COO | PCE Indicates Cooling Inflation: Will The Fed Respond? | 6 Things You Might Not Want To Inherit | Take A Look At What We Have Coming Up This Summer...FeaturedAnnex Wealth Management Names Jeff...

Trillions & Trillions In Valuations - For How Long? | This Week! Understand Your WRS Pension Potential | Reimagining Retirement: Why Turning 65 Isn't What It Used To Be | Women & Wealth: An Evening Garden Tour | ICYMI: 8 Tips For Smarter Charitable GivingWeek...

CPI Cools - What Does That Mean For Prices? | This Week! Women & Wealth: Making The Most Of Medicare | Meet Anne & Brad | Ask Annex: Reducing My 401k Contribution Before Retirement, Millennials & Real Estate | Check Out Our Summer Events!Week In ReviewCPI...

Will We See A Rate Cut In 2024? | Wealth In Color: Exploring Instinctual Investment Patterns | Investment Intel: An In-Depth Brief On The Markets | 8 Tips For Smarter Charitable Giving | Download: Safeguarding Against Inflation | Grief In RetirementWeek In ReviewWill...

Personal Spending Declines As Growth Slows | New: Watch Our Graphonomics 13 Video! | Investigating Investment Myths | Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire | Women & Wealth In JuneWeek In ReviewPersonal Spending Declines As...

Remember & Honor: This Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country. From all of us at Annex Wealth Management, thank you.This Memorial Day, we remember the sacrifice of the men and women who gave their lives...

Dow Touches 40K - Are Consumers Happy? | Safeguarding Against Inflation: Strategies You Can Use In An Environment With Elevated Inflation | Understand Your WRS Pension Potential | What Matters Most When Looking At 401k Returns | Mega Backdoors Roths | Commercial Paper...

Happy Mother's Day! | Consumer Sentiment Shrinks - Earnings Expectations Rise | Webinar: Investigating Bonds - Corporate vs. Munis | How To Look Confidently At Social Security's FutureWeek In ReviewConsumer Sentiment Shrinks – Earnings Expectations RiseConsumers are...

Signs The Economy Is Moving…Slowly | Start 2025 Tax Planning Now | Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders | Investment Intel: An In Depth Brief on the Markets | 5/9/24 | New! Graphonomics 12 Now Available! | Visit our...

Financial News: The Good, The Bad, & The Ugly | Retirement Planning For Gen X | Ask Annex: Spousal Social Security Benefits | Comparing EPS Across Companies | 60/40 Back In Fashion | This Week: Webinar | Understand Your WRS Pension Potential | Visit our Resources...

Can We Trust China’s GDP Numbers? | Webinar: Understand Your WRS Pension Potential | We’ll Meet You Where You’re At | Visit our Resources & Research page! | Roth Conversions | Earnings Season | Planning For Reduced Work Hours | Graphonomics 11 Now Available!Week...

An Inflation Bounce | New Webinar! Understand Your WRS Pension Potential | No-Match 401(k)s | Individual Stocks In HSAs | Medicare | Is Gas A Threat To Spending? | Graphonomics 11 Now Available! | Visit our Resources & Research page!Week In ReviewAn Inflation...

Fed Governors Seem To Disagree | Graphonomics 11 Now Available! | Tax Paperwork | Selling Within An HSA | House Rich, Cash Poor | Single Stock ETFs | This Week:  Financial Planning In A Changing Tax World | Other April Events: Financial Literacy Month Webinar Series |...

Rate Cuts: Are We There Yet? | Happy Easter From All Of Us At Annex Wealth ManagementWeek In ReviewRate Cuts: Are We There Yet?Powell is willing to cut rates – but when and how many? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss. Visit our Resources...

What’s On The Horizon For Rate Cuts? | Cash Account Next Moves | Feeling Overexposed With A Single Stock | Shattering the Myth of the Glass Ceiling | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In ReviewWhat’s On The Horizon For Rate...

Inflation Pops, Bonds Drop | Luck O' The Irish | Is Investing Like Stumbling Upon A Four-Leaf Clover? | Your Car Has A Big Mouth | Cars Reporting Hard Breaking And More To Interested Parties | Download Graphonomics 10! | Visit Our Resources & Research Page!Week In...

A Rally Begins Amid Election Year Drama | This Tuesday - Mercure & Spano | Graphonomics 10 | Maxing Out 401(k) | Investing In International Stocks | Old Stock Certificates Found | Election Year Investment Myths | Visit Our Resources & Research Page!Week In...

The Boom Continues | Hot Off The Press: Graphonomics 10 | AI Hype | Health Insurance After Retiring | Moving Cash Into S&P 500 Fund | The 4 Phases Of Retirement | The Value Of An Advisor | Visit Our Resources & Research Page!Week In ReviewThe Boom...

Something Old, Something New, Something Borrowed, Something Blue | Drawing On My IRAs? | Fund-Of-Funds | Frank Duke Method | Advanced Tax Strategies For Self-Employed Individuals | Graphonomics 9Week In ReviewSomething Old, Something New, Something Borrowed, Something...

Expectations, Reality, & Opportunity | 403(b) vs. 401(k) | 401(k) - Stay Or Leave? | I Bond Downsides To Consider | Consumers Hit The Pause Button | Data Is Out For Spending On Goods & Food Services Last Month | Graphonomics 9Week In ReviewExpectations,...

Pushback, Bellwethers & Deficits | The FIRE Movement | Market Neutral Stocks | Revocable Living Trusts | How To Lead Your Adult Children To Financial Independence | Graphonomics 9Week In ReviewPushback, Bellwethers & DeficitsThe S&P closed over 5,000 and...

Positive Jobs Report, Bad News For Interest Rates | HOT OFF THE PRESS! Graphonomics Volume 9 |​ Evaluating Indices | Home Value In Net Worth? | Mag 7 vs. FAANG | Why Buy 'A' Shares? | The High Cost Of Downsizing | Layoffs Are Not Cheap | ​Visit our Resources &...

Will There Be A Recession In 2024? | Indices To Follow | Consolidating 401(k)s | Low Risk Investments | Transitioning To Bonds | Inheriting Money: The Do's & Don'ts | Graphonomics 8 | Visit Our Resources & Research Page!Week In ReviewWill There Be A Recession...

Tech Pushes S&P 500 Above Previous Peak | Webinar: Cash On The Sidelines | ICYMI: Our Headquarters Move Is Complete! | Investing HSAs | Where Should My Money Go? | Rate Cuts | Moving Money As Rates Drop | Passion Assets | Graphonomics 8 | Visit Our Resources &...