2/5/17 FEATURED: Axiom Looks At: The Super Bowl Ever wonder about the financial impact of an event like the Super Bowl? From avocado sales to gambling, it’s more than just a game. We take a look at the impact of this massive cultural event. VIEW THE FULL INFOGRAPHIC...
1/29/17 ICYMI: Questions To Ask Your ERISA Fiduciary Advisor Annex Wealth Management’s Director of Retirement Plan Services Tom Parks offers some questions you should ask your current or potential ERISA Retirement Plan Advisor. The new DOL Fiduciary rule further...
1/22/17 FEATURED: Rich Behrendt’s Elder Financial Abuse Piece Featured In Financial Advisor’s “Expert Views” Section As a growing segment of our population ages, Elder Financial Abuse has proved to be a dangerous problem. Recently, Annex Wealth Management’s Director...
1/15/17 WATCH IT: Annex TV Questions To Ask When Rolling Over From 401(k) To IRA Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips discusses some of the challenges you might face when considering rolling your retirement...
1/8/17 FEATURED: What Does The Strong Dollar Mean? The terms “strong dollar” and “weak dollar” reflect how the dollar compares to other international currency. If the dollar is worth more than other currencies, it’s considered “strong’; if the dollar is valued less...
