Vol 1 FEATURED: “Investment News” turns to Annex Wealth Management’s Rich Behrendt for insight The recent death of Muhammed Ali, one of the word’s most popular celebrities, once again demonstrates the value of comprehensive estate planning READ...
Vol 1 ICYMI: In case you missed it: What we told the Wall Street Journal about Prince’s estate “For an artist, whether it’s Picasso or Prince, death has an impact on their body of work. It’s undeniable,” said Richard Behrendt, a former IRS estate tax...
A 2016 study from Morningstar echoes a position many financial professionals have espoused for years: beating the market by sheer timing is extremely difficult (and sometimes costly). “Timing the market” is an actual attempt to enact the adage “buy low, sell high”: an...
President Donald Trump recently released a broad-brush version of his tax proposal, and the markets and media immediately began to sift through it for insights. Given that President Trump promised a repeal of the estate tax on the campaign trail, many experts expect...
Quarter Recap by Derek Felske, Chief Investment Officer & Dan Brown, Investment Officer Annex Wealth Management During the first quarter of 2017, the vast majority of global financial markets posted positive returns. Following a strong year in 2016, U.S. large cap...
