The Annex Wealth Management Blog

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...

Conversation & Coverage From The RNC In The News | July 15-18, 2024 This past week, the national media spotlight was on Milwaukee, as the Republican National Convention took center stage just a few blocks from Annex Wealth Management's Pfister branch office. We...

Are We Ready For A Rate Cut? | Coverage & Conversation From The RNC | Watch Our Graphonomics 14 Video! | Wealth Prompt: Don't Invest Your Politics | Election Impact on 2025: Taxes, Markets, and the EconomyWeek In ReviewAre We Ready For A Rate Cut?PPI Numbers...

Hope you celebrate our freedom in your own special way. Whether it’s family, fishing or fireworks, we hope your holiday is safe and full of sunshine and love.Week In ReviewThe Economy Is Driving Votes; What Is The Fed’s Next Move?The economy is front and center in the...

Annex Wealth Management Names Jeff Pierce as New President & COO | PCE Indicates Cooling Inflation: Will The Fed Respond? | 6 Things You Might Not Want To Inherit | Take A Look At What We Have Coming Up This Summer...FeaturedAnnex Wealth Management Names Jeff...

Trillions & Trillions In Valuations - For How Long? | This Week! Understand Your WRS Pension Potential | Reimagining Retirement: Why Turning 65 Isn't What It Used To Be | Women & Wealth: An Evening Garden Tour | ICYMI: 8 Tips For Smarter Charitable GivingWeek...

CPI Cools - What Does That Mean For Prices? | This Week! Women & Wealth: Making The Most Of Medicare | Meet Anne & Brad | Ask Annex: Reducing My 401k Contribution Before Retirement, Millennials & Real Estate | Check Out Our Summer Events!Week In ReviewCPI...

Will We See A Rate Cut In 2024? | Wealth In Color: Exploring Instinctual Investment Patterns | Investment Intel: An In-Depth Brief On The Markets | 8 Tips For Smarter Charitable Giving | Download: Safeguarding Against Inflation | Grief In RetirementWeek In ReviewWill...

Personal Spending Declines As Growth Slows | New: Watch Our Graphonomics 13 Video! | Investigating Investment Myths | Part-Time Work Affecting Social Security | The SPY Rally | A Mystery Bank Wire | Women & Wealth In JuneWeek In ReviewPersonal Spending Declines As...

Remember & Honor: This Memorial Day, we remember the sacrifice of the men and women who gave their lives for our country. From all of us at Annex Wealth Management, thank you.This Memorial Day, we remember the sacrifice of the men and women who gave their lives...

Dow Touches 40K - Are Consumers Happy? | Safeguarding Against Inflation: Strategies You Can Use In An Environment With Elevated Inflation | Understand Your WRS Pension Potential | What Matters Most When Looking At 401k Returns | Mega Backdoors Roths | Commercial Paper...