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The Annex Wealth Management Blog

The Axiom®

Axiom | Axiom Vol 238

Week In Review Markets Close Down Despite Positive Banking News Despite earnings reports generally beating estimates and a rising 10 yr treasury yield, banking stocks - and the markets - closed down for the week. Annex Wealth Management's Dave Spano and Derek Felske...

Axiom | Axiom Vol 237

Annex Celebrates The Holidays   Week In Review Election Clarity & Stimulus Expectations Feed Markets As the nation reaches clarity regarding a transfer of power, the markets responded with another big week. Many expect a Democratic-led Washington to turn to...

Axiom | Axiom Vol 234

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   As Tesla was added to the S&P 500, questions about stimulus, COVID, and a slowing economy loom. Can the economy fill its earnings gap? Annex Wealth Management's Dave Spano and Derek...

Axiom | Axiom Vol 233

Week In Review Markets Ignore Disappointing Job Report And Continue To Roll   Markets tend to look forward - and at this point, they're looking past a soft jobs report and some whispers that December's jobs report may be worse. At this moment, whether the Senate...

Axiom Vol 232

Week In Review: Markets Ignore Disappointing Job Report And Continue To Roll ICYMI: We Give Thanks Poll: Do You Have A Year-End Tax Planning Strategy?  MoneyDo: How To Hire An Estate Planning Attorney Holiday Shopping Prediction DOW Crosses 30,000 Black...

Axiom Vol 230

Happy Holidays! It's Annex Wealth Management's 14th Annual Toy Drive - Donate Today!  Week In Review | As Economy Awaits Stimulus, Markets Eye A COVID Vaccine In The Future  Poll Recap: Did You Wait Until After The Election To Invest? MoneyDo: Early...

Axiom Vol 229

Markets Love Gridlock - And Odds Are, We'll See It In Washington | Week In Review Annex Wealth Management, USO Recognize GE Healthcare For Its Support Of Veterans & Citizen Soldiers Your Briggs & Stratton Consolidated Retirement and Savings Plan Is...

Axiom Vol 228

Week In Review: Markets Respond To Election, Fantastic Earnings Reports Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Poll Recap: Have You Started Your Holiday Shopping? MoneyDo: Know How Roth &...

Axiom Vol 227

Week In Review: Markets Down Despite Unprecedented Q3 Growth As Election Looms  Your Briggs & Stratton Consolidated Retirement and Savings Plan Is Being Terminated. What Now? Have You Started Your Holiday Shopping?  MoneyDo: Estate Planning: Control...

Axiom Vol 226

Week In Review: The Markets Are The True Independent Voter  Poll Recap: Do You Own An iPhone? MoneyDo: Consider Switching To A Health Savings Account (HSA)-Compliant Health Insurance Plan The IBM 2020 C-Suite Study HR's New Challenge The Successful Travis...

Axiom Vol 225

Week In Review: Markets Close Up, But Has Jobs Market Lost Momentum? Poll: Do You Own An iPhone?  MoneyDo: Buy Low, Sell High, Diversify One Week Until The Apple 5G iPhone Event  Salesforce Predicts: Digital Holiday Sales +30% Retail Sales: Is October The...

Axiom Vol 224

Week In Review: Markets Ride High On Accommodative Fed And Signs Of Stimulus Poll Recap: Social Security Beneficiaries - How Much Of A COLA Raise Do You Expect? MoneyDo: Understand Your Options For Medicare Open Enrollment  28,000 Disney Layoffs Private...

Axiom Vol 223

Week In Review: Markets Try To Process A President With COVID Poll: Social Security Beneficiaries: How Much Of A COLA Raise Do You Expect? MoneyDo: Consider Who Can & Will Act As Your Power of Attorney ICYMI: Part One: What The US Election Means For...

Axiom Vol 222

Week In Review: Will Market Decline Foretell Election Results?  Retirement plan changes? We can help.  Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?  MoneyDo: Review and Update Your Income Tax Withholding The High...

Axiom Vol 221

  Week In Review: Pre-Election Volatility Sets In - With A 2020 Twist Retirement plan changes? We can help.  Poll: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?  Have a question for us? Submit your questions here at Ask...

Axiom Vol 220

Week In Review: Markets Reflect Election Concerns  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

 Week In Review: Fed Chair Hints Employment Recovery Is Years Away 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

Week In Review: Fed Plans To Let The Economy Run Hot 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

Week In Review: Apple Leads Markets Higher - Despite An Uptick In Unemployment 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

 Week In Review: An Historical 100 Day Market Rally 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

Week In Review: Markets Up Again But Bond Market May See Weakness 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

Week In Review: Stocks Up For 4th Consecutive Month 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 Day US Orders China To Close...

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...

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

Call: (262) 786-6363
Fax: (262) 792-8930

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