The Annex Wealth Management Blog

Will Trump Appoint A Backseat Driver For The Fed? | Good Health As A Tax Strategy | 7 Reasons Cash Isn't A Great Long-Term Investment | Join Us Thursday For Instant Insight! | Part 2: Financial Jargon Explained | Webinar: Understand Your WRS Pension PotentialWeek In...

Waiting & Watching | 7 Reasons Cash Isn't A Great Long-Term Investment | You Think You Know About LLCs, But... | Financial Jargon Explained: Part 1 | Ask Annex! | July Webinar: Understand Your WRS Pension Potential Week In ReviewWaiting & WatchingAnnex Wealth...

Impact Of The Attack On Iran | Happy Father's Day! | Instant Insight: The Fed & The Markets | Working With A Fiduciary: The Journey Of An Annex Wealth Management Client | Women & Wealth: 5 Market Volatility Tips (& 1 Not-So-Secret Weapon) What's A NQSO or...

Careful Consumers Guiding Earnings | Brookfield: Destination Retirement. Are We There Yet? | Money Mistakes To Avoid - By Decade | Listen to Brian Jacobsen on "Money Life with Chuck Jaffe" from moneylifeshow.com! | 7 Retirement Planning Mistakes You Make In Your...

Economy Keeps Chugging Along | This Week: Instant Insight: Jobs & The Economic Outlook | Wealth Prompt: Fiduciaries Not Acting As Fiduciaries | Latest Episode: An Interview With Alan Kline - Luxury Pet Care | Brookfield Destination Retirement: Are We There Yet? |...

What Does The Moody's Downgrade Mean? | Wishing you a meaningful and peaceful Memorial Day. | Equity Compensation, Explained. | 7 Retirement Planning Mistakes You Make In Your 50's | Consolidating Retirement Accounts, Target Date Funds Nearing RetirementWeek In...

4 Big Steps Shape The Week | Webinar: Understand Your WRS Pension Potential | Should You Sell In May and Go Away? Probably Not | 7 Retirement Planning Mistakes You Make In Your 50's | Appleton: Saving The Family Cottage | Investing In Cryptocurrency, Pre-Sale Upgrade...

Waiting On New Tone With China | Happy Mother's Day! | 7 Retirement Planning Mistakes You Make In Your 50's | What's a Restricted Stock Unit? | Women & Wealth: Women's Guide To Financial Self-Defense | Wealth Prompt: Trump's First 100 Days | Instant Insight:...

Earnings Reports, A McRecession, & Rate Cuts | Spring Cleaning: Declutter Your Portfolio - Part 2 | Mequon - Women & Wealth: An Evening Of Passion Assets & Wine Tasting | Brookfield: Moving In Retirement | Webinar: Instant Insight | Navigating The Markets...

Beige Book Flashes Warning Sign | This Week: Annuity Workshop | Spring Cleaning: Declutter Your Portfolio Part 1 | Leaving Money For My Kids | Chasing Higher Yields | Strategic Bitcoin Reserve | High Speed, Low Drag: Annex Private Client's Streamlined Efficiency |...

Powell's Words Cause Trump Tough Talk | Happy Easter from Annex Wealth Management! | Poll Recap: How Did You Fare In The Retirement Transition Game?Week In ReviewPowell’s Words Cause Trump Tough TalkThe markets didn’t respond well to Fed Chair Powell’s comments on...

Big Swings & Backtracking | Tariffs: How They Could Affect Your Portfolio | Latest Episode: Donor Advised Funds Pt. 1 | This Week In Events | Roth Conversion Ladders, Mitigating Risk With Investing, Rebalancing 401ks | Dimensions Of DiversificationWeek In...

Markets Trying To Understand What's Next | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro & Market Musings! | This Week In Events | 401k Use Hits New High | Read The Annex Asset Almanac!Week In ReviewMarkets Trying To Understand What’s...

Is That Stagflation Ahead? | Q2 Portfolio Roadmap | Asset Rich, Cash Poor: Unlocking Wealth | 23andMe Bankruptcy: Delete Your Data Before It's Sold | Brookfield: Saving The Family Cottage | Consolidating Retirement Accounts | Target Date Fund Nearing Retirement | Read...

They Might Get Transitory Right, This Time | Early 2025 Volatility | Diversification In Investing: A Key Strategy To Reduce Risk | Annuities | Warren Buffett Hoarding Cash | Distinguishing Between ETFs & Mutual Funds | Single In Retirement: Financial Planning...

The US Political Divide & Consumer Sentiment | Planning For & Understanding The Value Of Passion Assets | Women & Wealth - An Evening Of Passion Assets & Wine Tasting | How Do I Avoid Bumpy Market During Retirement? | Tariffs: How They Could Affect...

April 2 Might Be Huge | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Navigating The Markets | Destination: Retirement. Are We There Yet? | Saving The Family Cottage | Estate Planning For Blended Families | Tariffs And My Portfolios, Spendthrift Trusts |...

Getting Real About Tariffs | WTMJ Webinar - Tariffs: How They Could Affect Portfolios | Available Now: Graphonomics 22! | This Week: Single In Retirement: Financial Planning Strategies | My HSA Keeps Heading Down - Is It Still A Decent Place To Stash Cash Or Time For...

Broad Earnings Beat Expectations | Estate Planning For Blended Families | Annex Investment Team | Evaluating Risks & Rewards | Custodial IRAs | Top Things To Consider During The Estate Planning Process | Graphonomics 21! | Are you selling a business or know...

CPI, PPI Hotter Than Expected | Tariffs & My Portfolio | Destination: Retirement - Are We There Yet? | What To Ask An Advisor | How Not To Ruin Your Kids With Money | Graphonomics 21!Week In ReviewCPI, PPI Hotter Than ExpectedCPI, PPI, and Retail Sales all...

Did Tariffs Cause The Great Depression? | Finfluencers: Can You Trust Their Advice? | Wealth Prompt: Business Transitions  This Week In Events | Download Graphonomics 21!Week In ReviewDid Tariffs Cause The Great Depression?President Trump has suspended tariffs for...

Chinese AI Announcement Rocks Markets | New Chapter, Same Story. Download Graphonomics 21 | Upcoming Workshop: Financial Planning In A Changing Tax World | Short-Term Vs. Long-Term Investments | Getting Grandchildren Investing | 7 Retirement Questions You Should...

Trump's First Week Back, Is The Market In A Holding Pattern? | Selling A Business: Where To Start | Instant Insight: The Fed & The Markets | Business Sales & Transitions | Ask Annex: Bitcoin Vs. Old-Fashioned Equities | Trade Perspectives: Download...

Positive CPI Changes Markets | WTMJ Webinar: Selling A Business - Where To Start | How To Protect Your Business With Key Person Insurance | Ask Annex: What Should I Do With My Year-End Bonus? | Distribution Planning In RetirementWeek In ReviewPositive CPI Changes...

Fed Tries Not To Repeat The Past | What The Social Security Fairness Act Means For You | Life Happens: Is Your Family Prepared? | What Is Cash Flow Modeling? | Profits From Rental House - Where Should They Go? Week In ReviewFed Tries Not To Repeat The PastSaying...

Impact of Debt Ceiling On Rates & The Dollar | Introducing Wealthyist, An Original Annex Wealth Management Podcast! | Roth Conversions: What You Need To Know | Graphonomics Volume 20: Available Now!  | This Week In EventsWeek In ReviewImpact of Debt Ceiling On...

Amid Comfortable Geopolitics, The US Remains The Oasis | As we approach 2025, we want to take a moment to reflect on our shared journey and look forward to the opportunities ahead. At Annex Wealth Management, our mission remains consistent – to support you and your...

Wishing you a JOYFUL SEASON! Merry Christmas & Happy Holidays from all of us at Annex Wealth Management.Week In ReviewThe Fed Said It Wouldn’t Guess: Is it?Markets dropped after the Fed dropped interest rates 25 basis points. The decision was expected, but some...

China Seeks Growth To Offset Tariffs | Safeguarding Your Wealth: Inflation Isn't Dead Yet | Instant Insight: The Fed & The Markets | Women & Wealth: Saving The Family Cottage | Warren Buffett's Estate Planning Philosophy | Graphonomics Volume 19 | Investing...

Retail Sales Good, But Target Misses Target | Instant Insight: Inflation Trends | The $763,000 Mistake | Graphonomics Volume 19: Available NOW! | Women & Wealth: Saving The Family CottageWeek In ReviewRetail Sales Good, But Target Misses TargetBlack Friday showed...

Market Moving Indicators Upcoming | Webinar: The Trump Nominees: From The Anti-China Cabinet to the Kitchen Sink | Financial Planning In A Changing Tax World | Instant Insight: Jobs and the Economic Outlook | Graphonomics Volume 19: Available Now!Week In ReviewMarket...

Happy Thanksgiving from all of us at Annex Wealth Management! Thank you for letting us be a part of your journey.Week In ReviewNVidia Brings Holiday CheerEarnings season is over - NVidia's big earnings show the growing presence of AI - including in John Deere's new...

The Trump Bump | Introducing Macro & Market Musings | Meet HENRY: High Earner, Not Rich Yet | Graphonomics Vol 18: Available NOW! | Dividing Investments | Life Insurance As A Retirement Strategy | Brookfield: Women & WealthWeek In ReviewThe Trump BumpOctober...

Money Talk: Election Edition | Tuesday - Politics, Planning, & Portfolios: An Election Impact Review | Graphonomics Volume 18: Available NOW! | Instant Insight: Election Results | Are Roth 401ks The Only Way To Go? | Single Cash Positions | Choosing A President:...

The Misery Index And Votes | Wednesday - Instant Insight: Election Results | Growth: Where's The Beef? Inflation: Under Pressure? Policy: Complicity. | Moving Into A Higher Tax Bracket | Alternative Investments | Choosing A President: Potential Impacts On Your...

Fed Cuts Rates. Interest Rates Rise? | Choosing A President: Potential Impacts On Your Financial Plan | Rolling Over A 401k After Layoff | Selling Investments To Replenish Emergency Fund | Lake Country Join Us For - Destination Retirement: Are We There Yet? | Rich Vs....

Fed Might Not Have To Cut Aggressively | Download - Choosing A President: Potential Impacts On Your Financial Plan | Top 5 Retirement Regrets According To 70-80 Year-Old Retirees | Get Graphonomics Vol 17! | Reverse Mortgages, Moving Money Back In Equities, Equities...

Powell's Powers of Persuasion | This Week: Year-End Tax Planning - Prioritizing Your To-Do List for 2024 | Brand New US Marine. What's A Safe Path Forward? | Get Graphonomics Volume 17! | See Us At The Pfister! Passion Assets Week In ReviewPowell's Powers Of...

Is Jobs Number Too Good To Be True? | Choosing A President: Potential Impacts On Your Financial Plan | This Week: Investment Intel | Investing In Art, New 401k Options Don't Work For Me | Get Graphonomics Volume 17!Week In ReviewIs Jobs Number Too Good To Be...

GDP Revisions Show Strength. Consumers Disagree. | Want To Know What We Think Of The Markets? | Start 2025 Tax Planning Now | Unsexy & Safe Investments | Using 401k For Credit Card Debt | Madison Women & Wealth: Election Year Investment MythsWeek In ReviewGDP...

Forecast Isn't Sunny - Or Rainy | Dollars & Ballots: Navigating The Economic Landscape Of The Presidential Race | Graphonomics Volume 16 Is Available! | Who's To Blame For A Pitiful Retirement Savings: The Retirement Industry Or Us?  | Dividing Investments | Life...

Trying To Avoid This Chinese Import | This Week: Financial Planning Through 2024 Volatility | Watch Past Webinars! | HYSA Dropping Rate, Long-Term Care, ETFs Vs. Mutual Funds | Graphonomics Vol 16 Is Available!Week In ReviewTrying To Avoid This Chinese ImportAnalysts...

Fed Rate Cut Could Be Higher Than 25 Basis Points | Graphonomics 16 Is Available! | W&W: Election Year Investment Myths | Steps To Selling A Business | Watch Past Webinars! | Is Social Security Ending? Week In ReviewFed Rate Cut Could Be Higher Than 25 Basis...

Signs of Consumer Exhaustion? | Happy Labor Day! Sending our appreciation and respect to the workers of every field. - From all of us at Annex Wealth ManagementWeek In ReviewSigns of Consumer Exhaustion?Nvidia’s earnings didn’t sparkle as some predicted, but the...

Cuts Coming: How Many, How Much, Unclear | How To Look After Your Mental Health In Retirement | Watch Past Webinars! | Ask Annex: Putting Paycheck Into HSA, Are Target Date Funds Worth It? ROI On College Degree | Download Graphonomics Volume 15Week In ReviewCuts...

Recession Fears Fade | The Hard Truth: Retirement Planning Requires Personal Responsibility | Brookfield - Destination: Retirement. Are We There Yet? | Wealth Prompt: Alternative Investments | Download Graphonomics Volume 15Week In ReviewRecession Fears FadeAnnex...

Mixed Messages Lead To Messy Markets | In Case You Missed It: Our Thoughts On Market Volatility | This Week: Women & Wealth - The Sandwich Generation | Automatically Investing, Brokerage Accounts | Annex & WTMJ Webinars | Download Graphonomics Vol 15Week In...

Beginning Of Correction: What Happens Now? | Graphonomics Volume 15 Is Out! | THIS MONTH: Annex + WTMJ Webinars | Ask Annex: Reducing 401k Contributions, Largest US Companies, And The S&P 500Week In ReviewBeginning Of Correction: What Happens Now?A disappointing...

Market Rates Vs. Federal Reserve Rate | Our Interns Have A Podcast! | Instant Insight Series | Ask Annex: Investing My Social Security, Penny Stocks For A Quick Hit | Graphonomics 14: Special Q&A Edition with Brian Jacobsen & Danny ClaytonWeek In ReviewMarket...

Market Reacts To Trump Assassination Attempt | Coverage & Conversation From The RNC | This Week: Election Impact on 2025 - Taxes, Markets, and the Economy | Wealth Prompt: Election's Impact On Tax Policy | Graphonomics 14 Is Available!Week In ReviewMarket Reacts...