The 50th Issue 6/11/17 FEATURED: What Does The DOL Fiduciary Rule Mean For Your Portfolio? The Trump Administration just recently announced that it would allow the DOL Fiduciary Rule to go into effect in June. The rule has been debated, anticipated and explained for...

6/4/17 FEATURED: Asking The Right Questions The Right Way With Margery Sinclair Annex Wealth Management's Dave Spano and Business Etiquette Expert Margery Sinclair discuss the hows and whys of asking important questions of your financial advisor. WATCH IT EVENTS June...

5/28/17 ICYMI: Americans Owe Over $1.41 Trillion In Student Loan Debt It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news...

5/21/17 FEATURED: Saving Can Be Rewarding Annex Wealth Management's Tom Parks gives blood - and talks about why giving a little bit to your 401(k) savings can be a good thing. WATCH IT EVENTS June 15, 2017 6:00-7:30pm Annex Wealth Management 12700 W. Bluemound Rd. Elm...

5/14/17 FEATURED: The Perils Of Market Timing A 2016 study from Morningstar echoes a position many financial professionals have espoused for years: beating the market by sheer timing is extremely difficult (and sometimes costly). READ MORE EVENTS May 16, 2017...

5/7/17 FEATURED: The Vince Lombardi Cancer Foundation's Know The Difference Award Each year, the Vince Lombardi Cancer Foundation honors someone who gives above and beyond to those dealing with cancer, performs special acts of kindness to have a positive impact, and...

4/30/17 ICYMI: Mirror, Mirror On My Financial Wall: Why Calculating Your Net Worth Is Important Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will...

4/23/17 FEATURED: Watch Our Top 3 1. WATCH IT: What's A Fiduciary? A Fiduciary Definition What Is A Fiduciary? The term "fiduciary" has appeared more and more in headlines, but what does it mean? Is every financial advisor a fiduciary? This brief video explains what a...

4/9/17 FEATURED: Leakage: Stop Raiding Your 401(k) Plan Kudos to those of you who are saving for your future. Keep it up. When the temptation comes to access those funds for purposes other than retirement, do all you can to figure out another way to cover those...

4/2/17 ICYMI: Three Advantages An IRA Has Over A 401(k) Most Americans understand how important it is to save. A recent Gallup poll indicates that nearly 2/3 of Americans prefer saving to spending. READ MORE Nominations now accepted for the Know the Difference™ Award!...