Axiom Vol 20

11/13/16 FEATURED = In Volatile Times, The Media Turns To Annex Wealth Managment For Insight If you’re looking for evidence that Annex Wealth Management’s team is a trusted source for insight and advice, Wednesday, November 9 is a great example. The unexpected...

Axiom Vol 19

11/6/16 FEATURED = What’s A Fiduciary? A Fiduciary Definition It seems like everyone says they can be trusted. Over and over, you’ll hear financial professionals describe themselves with words designed to gain your confidence.  But… when it comes to your savings...

Axiom Vol 18

10/30/16 FEATURED = 4 Strategies For Turning Your Savings Into Your First Million It might not be what it used to be, but saving a million dollars still carries an air of accomplishment. For many in the Two Comma Club, attaining their goal was the result of some...

Axiom Vol 17

10/16/16 FEATURED: 6 Insights On How To Avoid Running Out Of Money In Retirement A recent survey indicates that 1 in 4 Americans is worried about running out of money in retirement. At Annex Wealth Management, we’ve been working with people for years, sitting on the...

Axiom Vol 16

10/09/16 AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK Email Is Evolving & Time Spent With It Growing Email usage is on the rise, driven primarily by consumers’ shift to mobile, according to a new study by Adobe Digital Insights (ADI). At the same time, email is...

Axiom Vol 15

9/30/16 WATCH IT: Annex TV Questions To Ask A Financial Advisor, Part I Annex Wealth Management’s Director of Client Learning & Development Deanne Phillips details three questions you should ask your current or potential advisor. Make your advisor earn your...