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Look, Squirrel!

by Tom Parks I read an article the other day on benefitspro.com whose headline thoughtfully pondered: “Are TDFs really the best QDIA? 4 other options for structuring retirement plans”. It’s precisely the sort of question you imagine 401(k) guys like me considering...

Consumer Credit

Consumer Credit   Consumer debt continues to rise in the United States, up to nearly $14 trillion – surpassing the total amount of household debt held before the 2008 financial crisis[i]. The largest component of household, or consumer debt, is mortgage debt....

The Thursday 3

If open Multi Employer Plans become a reality, would you consider exploring the option for your plan?*YesNoI don't know what a MEP...
Leakage

Leakage

Tom Parks, AIF®, CRPS® Director of Retirement Plan Services, Annex Wealth Management The other day a headline on the Wall Street Journal website entitled, “The Rising Perils of 401(k) Leakage” caught my eye so I decided to read further to see what they had to say. The...

Primary Season & Advisor Season

With the presidential primaries in full swing I can’t help but notice the similarities between the politicians who are essentially engaged in a very public job interview and my advisor peers who endeavor to gain new clients. The similarities might not be completely...

The Philosophy Of Plain Speak

People are sometimes surprised to hear that I majored in philosophy when I was in school and only got a minor in economics. How does one parlay a philosophy degree into a career dedicated to retirement plans, you ask? It’s a long story and the honest answer is that it...

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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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