In The News
Annex Wealth Management Blog Archive
Axiom | Vol 294
1 | Week In ReviewHow Will The Fed React To Inflation?With geopolitical unrest threatening and inflation at 40-year highs, the markets and many analysts wait to see how the Fed will react. The Fed acknowledges it hasn't moved as responsively as it might have; but will...
Should You Pay Off Your Mortgage Early?
Should You Pay Off Your Mortgage Early? Feb 11, 2022 It depends. To some, paying their mortgages early makes sense, while for others, it may not, given their current financial situation. Annex Wealth Management's Financial Planning Manager, Eric Strom, CFP®, explains....
Axiom | Vol 293
1 | Week In ReviewWill The Fed Raise Rates At A Faster Pace, Or Is This "Jawboning?"As troops mass outside Ukraine and inflation hits a 40 year high, one Fed Chair indicated a 1 percent interest rate hike is possible. Was he jawboning? Annex Wealth Management's Dave...
Axiom | Vol 293
Annex Wealth Management's Limited Video Series:Moving In Retirement: Episode 3 What Should You Research?In this episode of “Moving In Retirement,” Annex Wealth Management’s Tom Parks and Deanne Phillips discuss residency vs. domicile, the necessity of undomiciling,...
Axiom | Vol 292
1 | Week In ReviewLabor Reports Shook The Markets. What Will The Inflation Report Do?The ADP Labor report seemed disconnected from the unemployment report, which leaves some uncertain on what will happen when inflation numbers are reported. Many expect higher...
Axiom | Vol 292
Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 2 What Do You Want?What you want out of retirement might be more of an impulse or a reaction than a plan. It’s time to ask yourself – and those who will be spending retirement with you – questions...
Axiom | Vol 291
1 | Week In ReviewWhat Factors Are Stoking Market Volatility?Market watches saw some dramatic volatility throughout the week across most indices. What factors are causing the volatility, and what does it mean? Annex Wealth Management's Mark Beck and Todd Voit...
Axiom | Vol 291
Introducing Annex Wealth Management's Podcast Series:Moving In Retirement: Episode 1 Who Will You Be?Practically everyone considering moving in retirement jumps to detailed areas like domicile and taxes. Who you will be in retirement is a critical consideration so you...
Axiom | Vol 290
Black Diamond is coming your way. Starting this week, we’re updating our investment reporting platform to a new system called Black Diamond. With Black Diamond, you’ll have access to view your allocations, activity summary, quarterly performance reports, and much...
Axiom | Vol 290
1 | Week In ReviewIs The Economy Flagging - Or Is This A Huge Rotation?With the NASDAQ down in correction territory, many experts are debating what's driving volatility - a flagging economy, high interest rates, or some other force. Some believe the markets are simply...