Fox 6 Welcomes Deanne Phillips For Money Smart Week

Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips joined the “Studio A” team on Milwaukee’s Fox 6 to talk about encouraging children to save. Deanne showed off a piggy bank with four slots – each with a healthy area where kids can...

Primary Season & Advisor Season

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...

The Philosophy Of Plain Speak

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...
“We do good work.  We do honorable work.”

“We do good work. We do honorable work.”

My Annex Wealth Management Colleagues and Friends – As some of you know, yesterday I lost my father after a brief, but grueling, battle with cancer.  After a 30-some year career as an accountant with a manufacturing firm, my dad took the Series-7 exam at the age...

10 Financial Resolutions For The New Year

10 Financial Resolutions For The New Year Now that the last chorus of Auld Lang Syne has been sung and the champagne and noise-makers have all been put away, many of us will turn our attention to making New Year’s resolutions.  What a great opportunity to get one’s...