1 | Week In Review

Powell’s Comments Spook Markets

Chairman Powell’s comments indicating an upcoming 50 basis point increase in rates turned markets sour at the end of this week. Will there be future rate hikes? Annex Wealth Management’s Mark Beck and Derek Felske discuss.

2 | Poll

Money Questions To Ask Your Adult Children:

Do you have a will and estate plan?

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3 | Client Exclusive

Who’s On Your Team?

Behind the content that comes out of Annex is our marketing team, with Greg Batiansila at the helm. Learn more about his writing background and inspiration in this week’s edition of Who’s on Your Team?

1. What prompted you to start writing?

I don’t remember when I started writing. My parents found some sentences written on a piece of paper that they figured must have been written by one of my older sisters, but after some investigation, my parents discovered I had written the sentences. They weren’t aware I could read or write. Creating stuff was just what my family did. My dad was a pretty well-known painter; writing isn’t much different. My dad was the sort of artist who would turn a day’s visit to the beach into an exquisite sand sculpture. Writing regular content is a bit like building sandcastles. No matter how beautifully you write, it’s all gone the next day, and you must write something new.

2. How do you find inspiration?

My biggest fear when I began copywriting years ago was to wake up and not be able to think of anything to write. It turns out that’s not really how my brain works.

Writing for deadlines means you must create something. Period. Inspiration ends up being driven by the number of days or minutes you have before your work is due.

It helps to watch and listen to people. Understanding what people think, and how they talk, is critical to writing to and for them.

3. What has been your favorite project that you’ve worked on thus far?

At Annex, creating our testimonials has been my favorite. Watching people be authentic and describe how Annex has touched and changed their lives makes me proud to work here. I hear pieces of messages we’ve created in their words, and I take pride in that. The testimonials also have a nice look and feel, and I think they set the stage for the experience and professionalism you’ll experience at

Annex. Before I came to Annex, I did some work that has received some national acclaim, which was really fun. Personally, my favorite work was a feature script that got some nice coverage from a well-known screenwriting site.

4. How do you bring your writing/filming/etc. talent to your work at Annex?

Filmmaking is actually the confluence of many different workflows, technical abilities, talent groups, and calendars. It’s not dissimilar to working at a wealth management firm, making daily content, managing the demands of a growing business and its personalities, all while meeting compliance guidelines. I keep telling myself that studio film directors have nothing on me in terms of creating under pressure.

Have feedback, an idea you’d like us to write about, or a story to share? Send us an email at cl************@*********th.com.

4 | Did You Know?

Did you know Annex has been title sponsor of the Vince Lombardi Cancer Foundation Golf Classic for over five years?

The VLCF Golf Classic raises money for organizations that will help prevent cancer, provide the best care to those fighting it and find a cure in the true Lombardi spirit of excellence. If you’re interested in playing or supporting, find out more HERE.

5 | Ask Annex

Ask Us A Question!

6 | Quote of the Week

7 | Annex Radio

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.