Axiom Vol 192

Week In Review: Fastest 10% Correction In History. We’re Not Waving The “All Clear” – Yet.Poll Recap: Have Coronavirus Fears Changed Your Travel Plans?What’s ERISA?MoneyDo: Review & Optimize Tax Savings Vehicles Before The Tax...

DYADT: Independent Custodians

Independent Custodians   Annex Wealth Management uses three independent custodians: Charles Schwab, TD Ameritrade, and Fidelity to hold client money, instead of holding it ourselves. The custodian serves as a gatekeeper and watchdog for client accounts. As the...