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The Annex Wealth Management Blog

The Axiom®

Axiom Vol 220

Markets Reflect Election Concerns | Week In Review Retirement Plan changes? We can help.  Poll Recap: Do You Have A Fantasy Football Team?  MoneyDo: Estate & Trust Administration  Americans Are Saving Time & Money Working From Home New Unemployment...

Axiom Vol 219

Fed Chair Hints Employment Recovery Is Years Away | Week In Review Retirement Plan Changes? We Can Help.  Poll: Do You Have A Fantasy Football Team?  MoneyDo: Know What You Own: Fixed Income The Summer Of Golf We're Still Spending Harley's Bronx...

Axiom Vol 218

Fed Plans To Let The Economy Run Hot | Week In Review Retirement Plan Changes? We Can Help.  Poll Recap: Have You Made Any Home Improvements This Summer?  MoneyDo: If You’re Looking To Find A More Tax-Friendly State, Look At These Key Factors… DYADT: Does...

Axiom Vol 217

Apple Leads Markets Higher - Despite An Uptick In Unemployment | Week In Review Retirement plan changes? We can help. Poll Recap: It's National Make A Will Month! Have You Created Your Will?  MoneyDo: Protect Yourself/Family From Financial Elder...

Axiom Vol 216

An Historical 100 Day Market Rally | Week In Review Retirement Plan changes? We can help.  Poll: It's National Make A Will Month! Have You Created Your Will?  MoneyDo: When To Review Your Estate Plan AAA Says Do Your Own Driving  Disney Plus Beats It's...

Axiom Vol 215

Markets Up Again But Bond Market May See Weakness | Week In Review Retirement plan changes? We can help.  Poll: Have You Made Any Home Improvements This Summer?  MoneyDo: Understand What "Risk Tolerance" & "Time Horizon" Mean  Coke's New Hard Seltzer:...

Axiom Vol 214

Stocks Up For 4th Consecutive Month | Week In Review   Retirement plan changes? We can help.   Poll Recap: Do You Stay Updated On Your Personal Cyber Security?    MoneyDo: Consider Paying Off Your Mortgage Early   Amazon Pumps The Breaks On Prime...

Axiom Vol 213

Week In Review: As Recovery Ebbs, Washington Mulls Another Stimulus  Retirement plan changes? We can help.   Poll: Do You Stay Updated On Your Personal Cyber Security?   MoneyDo: Review Account Titles & Beneficiary Designations  Biotech Stock Synairgen...

Axiom Vol 212

Week In Review: Choppy Start To Earnings Season Provides Few Answers Retirement Plan Changes? We Can Help. Poll Recap: Do You Use A Grocery Delivery Service? MoneyDo: Career Planning With Your Child DYADT: Does Your Advisor Create A Plan That Changes As...

Axiom Vol 211

Week In Review: Economic News Improves - But Analysts Left Without Earnings Guidance Advocate Health: Retirement plan changes? We can help.  Poll: Do You Use A Grocery Delivery Service?  MoneyDo: Consider A Roth Converstion  5 Ways Playing Golf Is Like...

Axiom Vol 209

Week In Review: Are Nike's Earnings Just The Beginning Of A Reevaluation?  Your Aurora Health Care, Inc. Incentive Savings 403(b) Plan Is Being Terminated. What Now? We're Here To Help. Poll Recap: What Social Media Platforms Do You Use To Access The...

Axiom Vol 208

Week In Review: In These Markets, Time To Get Picky Poll: What Social Media Platforms Do You Use To Access The News?  MoneyDo: Know What You Own - International Equities  Client Stories & Why NOT To Wait  Airbnb Bookings Higher Than A Year Ago CrossFit...

Axiom Vol 207

Week In Review: Is This A Healthy Pause?   Poll Recap: Did You Tune In For The Historical SpaceX Falcon 9 Rocket Launch?   MoneyDo: Consider If You'll Do An Encore.  The Value Of An Advisor | Part 1  Vegas Is Back In Business   Ford, GM, & Rivian Join...

Axiom Vol 206

Week In Review: Is Unexpected Employment Report The Sign Of A V?    Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?   MoneyDo: The End Of "Stretch" IRAs   Zoom. Turbocharged.    Are We Ready To Spend?    A Manufacturing...

Axiom Vol 205

Week In Review: It's A Recession. But The Markets Had Already Guessed    Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules?   MoneyDo: Resolve Future Fights - Set Up An Estate Plan For Your Vacation Home    1% Up...

Axiom Vol 204

Week In Review: Markets, Economy Stay Detached Poll Recap: Have You Supported Small Business During The State's "Stay At Home" Rules? MoneyDo: Audit The Financial Advice You're Receiving Get Out Of Town A Tale Of 3 Retailers Back To Work In...

Axiom Vol 203

Week In Review: Another Week Of "Worst Evers" As Parts Of Economy Start To Open Poll Recap: Will You Be Attending An NFL Game This Season?  MoneyDo: Evaluate Your Employee Stock Holdings: How Much & Where DYADT: Does Your Advisor Give Tips & Red...

Axiom Vol 202

Week In Review: Employment Continues To Tank But Markets Fight Negatives Poll Recap: Will You Be Attending An NFL Game This Season?  MoneyDo: Organize Your Estate & Financial Details Beer Is Back Where Did The Robocalls Go? Major Grocers Start...

Axiom Vol 201

Week In Review: Recapping A Wild April  Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis? MoneyDo: Know What It Takes To Sell Your Buisness DYADT: 7 Reasons We Should Be Optimistic Starbucks Reopening Plan Apple Delays...

Axiom Vol 200

Week In Review: Historically Bad Financial Numbers - So Why Did The Market Rally?  Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?  MoneyDo: Understand Your Charitable Planning Options DYADT: Should You Change Your...

Axiom Vol 199

Week In Review: Wisconsin Might Return Slowly Instead Of All At Once Poll Recap: Did You Buy Easter Candy This Year?  MoneyDo: Review Your Retirement Plan Contributions & Investments DYADT: Interactive Webinars The New Abnormal Support For Farmers The...

Axiom Vol 198

Week In Review: Annex Client Exclusive Poll Recap: Did You Buy Easter Candy This Year?  April 2020: Winners & Losers Coronavirus Booze Sales Mortgage Forbearance: Hurry Up & Wait  

Axiom Vol 197

Week In Review: With End Of Crisis Uncertain, Some See Signs of Stability Forming  MoneyDo: Place Your Important Documents In A Safe But Accessible Location The Next Must Have For Safer-At-Home Families... Airbnb Steps Up  The Work From Home...

Axiom Vol 196

Week In Review: Markets Tick Upwards As Investors Wrestle With Health Crisis MoneyDo: Understand And Prepare For Long Term Care All Together Now We Found Some Good News Forget It, Hoarders  

Axiom Vol 195

Week In Review: Nation Chooses Safety First - Virus Battle Causes A Recession Poll Recap: Has Your Social Media Use Increased Since The Spread Of Coronavirus?  Ask Annex: Monte Carlo Simulation MoneyDo: Discover What Probate Is & When It's...

Axiom Vol 194

Week In Review: RIP Bull Market - But How Long Will This Bear Stay?Poll Recap: Have You Ever Donated To A Charity After A Natural Disaster?MoneyDo: Know What You Own - US EquitiesDYADT: (Part 1) Financial Planning For Military Families - Retirement, Health...

Axiom Vol 193

Week In Review: Markets Up & Down While Fed Cuts Rates - & Hints At More CutsPoll: Have You Ever Donated To A Charity After A Natural Disaster?MoneyDo: Understand Your Pension & Lump Sum Payment OptionsDYADT: "Chalk Talk" With Coach Joe...

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 DeadlineDYADT:...

Axiom Vol 191

Week In Review: Annex Wealth Management Named One Of RIA Channel's Top 100 Wealth Managers In 2019PMI Dips Below 50 For 1st Time Since 2013. What's Next?Poll: Have Coronavirus Fears Changed Your Travel Plans?MoneyDo: Make Sure You Have Core Estate Planning...

Axiom Vol 190

Week In Review: "Black Swan" Virus News Challenges The MarketsPoll Recap: What Does "Know The Difference" Mean To You?MoneyDo: Consider If You Need Life Insurance. If So, How Much?DYADT: Guide You Through SECURE Act ChangesSo Many Peloton PeopleWinner....

Axiom Vol 189

Week In Review: Markets Continue Higher On Stellar Economic NewsPoll: What Does "Know The Difference™" Mean To You?What's A Mutual Fund?MoneyDo: Beware Of Conflicting Opinions On Your Asset AllocationsDYADT: Does Your Advisor Work To Educate You?Mickey D's...

Axiom Vol 188

Week In Review: Coronavirus, Brexit, & The TreasuryPoll Recap: Do You Recommend Buying Or Leasing Vehicles?MoneyDo: Consider These 11 Reasons To Start Estate Planning - Part 2DYADT: Annex ExecutiveThe Coronavirus ImpactIs Elon Musk About To Get Paid?A...

Axiom Vol 187

Week In Review: Market Streak Snapped By Virus ScarePoll: Do You Recommend Buying Or Leasing Vehicles?Ask Annex: What's A Stock? Stock DefinitionMoneyDo: Consider These 11 Reasons To Start Estate Planning - Part 1DYADT: Does Your Advisor Give Advice...

Axiom Vol 186

Week In Review: Trade Deals Spur Markets OnwardPoll Recap: How Much Personal Net Worth Would You Need To Be Considered Wealthy?Ask Annex: What's A QDIA?MoneyDo: Review What You're Actually Paying For Your AnnuityDYADT: The Annex Charitable FoundationHow...

Axiom Vol 185

Week In Review: Dow Crosses 29K As Headwinds CalmThe Best Of 2019Poll: How Much Personal Net Worth Would You Need To Be Considered Wealthy?MoneyDo: Get Organized For Income TaxesDYADT: Does Your Advisor Help You Understand Key Financial & Wealth...

Axiom Vol 184

Week In Review: 2020's Wall Of Worry: Trade, Geopolitical & Political RiskWhat Is The SECURE Act & How Will It Affect You?Poll Recap: What's Your Favorite Christmas Movie?MoneyDo: Avoid These Estate Planning MistakesDYADT: Honestly Help You Review...

Axiom Vol 183

The Top Weekly Insights Of 2019:Top Featured Of 2019: 2019 Tax Reference GuideTop Poll Of 2019: Have You "Cut The Cord" & Cancelled Cable?Top MoneyDo Of 2019: Get Ready For TaxesTop DYADT Of 2019: Does Your Advisor Help You With Your Retirement...

Axiom Vol 182

Careful Planning Helps Santa Bring Joy To Kids All Around The WorldInside Annex: Annex Team Members Answer Christmas QuestionsPoll: What's Your Favorite Christmas Movie?

Axiom Vol 181

Global News Gives Markets ClarityPoll: The Change In Money - How Do You Pay?MoneyDo: Set Financial Goals For 2020DYADT: Destination Retirement: Are We There Yet?GM's BIG Battery PlantBeyond Meat Heads To CostcoDon't Hold Your Breath For The Apple 5G...

Axiom Vol 180

More Positive News Charge MarketsFeatured: Meet Our Naples Branch Director, Bryan FiorePoll Recap: How Much Do You Know About Recycling?MoneyDo: Avoid These Estate Planning MistakesDYADT: Supporting The CommunityEstate Planning Key Roles: Executor, Power...

Axiom Vol 179

Give Thanks: We asked the members of the Annex Wealth Management Team to let us know what they were thankful for this year. READ IT

Axiom Vol 178

Policy Is Driving This Bull Market FurtherMeet Our Madison Branch Director, Mark PentPoll: How Much Do You Know About Recycling?MoneyDo: Be Grateful.DYADT: Does Your Advisor Help Walk Your Family Through New Home Ownership?Disney Plus, Are You Signed...

Axiom Vol 177

Record Highs Continue Slow, Steady GrowthHelp Us Support The Toy Drive To Benefit Children's Hospital of WisconsinWe're Listening: Annex Wealth Management Client Survey ResultsMoneyDo: Maximize Tax Benefits Of Your Charitable DonationsDYADT: Does Your...

Axiom Vol 176

Markets Continue To Outperform ExpectationsPoll Recap: Does Cold Affect How You Think?MoneyDo: Understand & Prepare For Long-Term CareHow 'Bout That GDP?Peloton's First Earnings Report.HOW Many 5g iPhones?DYADT: Does Your Advisor Deliver Important...

Axiom Vol 175

Lowest Employment In 50 Years Accompanied By Lower CEO Confidence?Poll: Does Cold Affect How You Think?MoneyDo: Diversify Your Investment Portfolio - ProperlyThe Next Big Thing For TobaccoThe Expensive Grounding Of The 737 MaxTwitter's Very Odd DayDYADT:...

Axiom Vol 174

Earnings News Dampens Recession FearsPoll Recap: Do Taller People Make More Money?MoneyDo: Set Up Your Estate Plan To Control Your Assets From Beyond The GraveAnnex Wealth Management: Proud Partner Of Wisconsin Athletics.Nice Severance Check.Dunkin' (Not...

Axiom Vol 173

Do Earnings Reflect Uncertainty?Annex Wealth Management Is A Proud Partner Of Wisconsin AthleticsPoll: Do Taller People Make More Money?MoneyDo: Understand What "Risk Tolerance" & "Time Horizon" MeanCommon Questions Asked During Client Meetings - Part...

Axiom Vol 172

Chinese-American Trade Discussions Move The MarketsPoll Recap: Do You Consider The Taxes You Pay In Wisconsin Too High, Or Too Low?MoneyDo: Understand Your Options For Medicare Open EnrollmentCommon Questions Asked During Client Meetings - Part 1Zuck And...

Axiom Vol 171

Was This Week's Market Correction Expected?Poll: Do You Consider The Taxes You Pay In Wisconsin Too High, Or Too Low?MoneyDo: Know What It Takes To Sell Your BusinessThe McDonald's PLT. What The Heck Is That?Tired Of Lime Scooters Everywhere? There Might...

Axiom Vol 170

Will This Economy Die Of Old Age?Poll Recap: In Which Season Do You Spend The Most Money?MoneyDo: Consider What You'd Do If You're Named An Executor, Personal Representative Or Trustee In An Estate PlanWhy Was WeWork's CEO Forced To Step Down?Survey Says:...

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
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