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!...

3/26/17 WATCH IT: 6 Financial Tips For Those Considering Divorce No one wants to undergo divorce, but if you are facing that reality, Annex Wealth Management's Deanne Phillips - a Certified Divorce Financial Analyst - has some thoughts to consider as you understand...

3/19/17 WATCH IT: Good Question - Annex Wealth Management Annex Wealth Management's :30 spot appearing during the NCAA tournament. WATCH IT Nominations now accepted for the Know the Difference™ Award! The Know the Difference™ Award presented by Annex Wealth Management...

3/12/17 ICYMI: Meet Annex Wealth Management's Director Of Estate Planning - Rich Behrendt, J.D. Rich Behrendt, Annex Wealth Management's Director of Estate Planning, discusses his background and how much he enjoys helping people. WATCH IT Nominations now accepted for...

3/5/17 WATCH IT: Talking Savings And Finances With A Millennial Part II Annex Wealth Management's Tom Parks talks savings, budgeting, and financial pressures with two members of the Annex Wealth Management team who are millennials, Courtney and Allie. WATCH IT...