Tax PlanningIn UncertainTimes Some may see year-end tax planning as a mundane, advisor-led chore that needs our attention only as we close out the year. Often, it’s after we begin undertaking the chore that we realize the fallacy of “year-end”: many of the tasks and...
We asked the members of your Annex Team to let us know what they were thankful for this year. We got some pretty great responses. Happy Thanksgiving, from all of us at Annex Wealth Management! Erin Reid Thankful for the silver lining of this crazy year;...
Week In Review Markets Love Gridlock – And Odds Are, We’ll See It In Washington November 14, 2020 As we wait certified election results and a runoff in Georgia, the markets continue to rise. A GOP majority in Senate could deliver gridlock, which the...
It Takes Three To Tango TOM PARKS, AIF®, CRPS® Director of Retirement Plan Services I recently received an email from a client informing me that they are moving from in-house payroll to a payroll service provider and she wanted to know what was needed on our end. I...
