With the presidential primaries in full swing I can’t help but notice the similarities between the politicians who are essentially engaged in a very public job interview and my advisor peers who endeavor to gain new clients. The similarities might not be completely...
Annex Wealth Management’s estate planning attorney Rich Behrendt was recently quoted in several national publications about the unexpected death of pop megastar Prince. It appears that Prince died without an estate plan, which will likely cause chaos and confusion for...
People are sometimes surprised to hear that I majored in philosophy when I was in school and only got a minor in economics. How does one parlay a philosophy degree into a career dedicated to retirement plans, you ask? It’s a long story and the honest answer is that it...
Deanne Phillips, CFP®, Annex Wealth Mangement’s Director of Client Learning and Development, appeared on Fox6’s “Studio A Team” to talk about the sandwich generation – a group of American adults between the ages of 40 and 59 who are...
For 25 years, Shepherd Express has turned to its readers to vote for the “best” the city has to offer: in food, retail, health, education, politics, and financial advice. In 2015, Milwaukee voted Annex Wealth Management the area’s best “Socially Responsible Investment...
