DYADT? Does Your Advisor Do This? Independent Custodians If you work with a financial advisor, ask him or her if your account is held with the brokerage firm that employs him or her or if it is held with an independent third-party custodian. A custodian is a...
2018 Annex Wealth Management Blood Drive Annex Wealth Management was proud to host its fifth annual blood drive. As always, we encouraged folks in our neighborhood, along with members of our team, to give – and the Annex team showed up to help. This year, one of...
Last Week’s Axiomaphic Poll Results: How Well Do You Know Sports Franchise Valuations? Forbes just released its 2018 list of the most valuable sports franchises. Can you put these six franchises in order from most valuable to least valuable? CORRECT ANSWER: Dallas...
For many parents, this summer has been one of joy, remembrance – and anxious change. Many have seen their child turn eighteen, wrap up high school, and plan on moving out all in a single year. The summer has been full of graduation parties, but now, you’re starting to...
The Offense & Defense Of Financial Planning It’s almost football season, and after a few months away from the sport, many of us are itching to take our place in our favorite chair, ready to dissect offenses and defenses. Armchair quarterbacking is even...
