Ask Annex Monte Carlo Simulation Annex Wealth Management’s Mark Oswald answers this Ask Annex question: “Does the Monte Carlo statistical simulation regarding having enough money saved consider a 30% drop in the portfolio during retirement?” Get Started...
Poll How Much Personal Net Worth Would You Need To Be Considered Wealthy? It was a question posed last year by the website seniorliving.org 1. Over 1,000 of their respondents decided the amount needed was $2.3 million. Our poll thought more was needed....
Featured What Is The SECURE Act – & How Will It Affect You? The SECURE Act was passed as part of the spending bill in late 2019 and there are nearly 30 new provisions or major changes that will impact nearly everyone – recent retirees,...
Week In Review Nation Chooses Safety First: Virus Battle Causes A Recession | Week In Review Annex Wealth Management’s Dave Spano, Derek Felske, and Mark Oswald comment and analyze the economy and the markets at the close of one of the most...
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...
