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The majority of financial professionals don’t have to supply you with recommendations that are in your best interest. Instead, they’re held to what’s called “the suitability standard,” which requires that he or she make recommendations that are...
DYADT: Does Your Advisor Use Monte Carlo Simulations? Does your advisor use Monte Carlo simulations? If so, are the options you’re given limited to the products you’re being sold? Long ago, at a classified laboratory called Los Alamos, scientists were...
Does Your Advisor Do This? An In-House Estate Planning Attorney You might think you’re not old enough or wealthy enough to consider estate planning – or maybe you think you worked it all out years ago. At Annex Wealth Management, elite wealth management means working...
Annex Wealth Management’s Continuing Education Series Works To Educate Clients Many financial professionals boast of insights, experience and information that set them apart from others in their field. Annex Wealth Management’s clients experience...
Does your advisor make it easy to meet? Annex does. We get it. You, your advisor, and the long drive for a meeting before, during, or after work. Sounds fun, right? Weaving through traffic, finding a parking spot, jamming into an elevator and sitting...
People typically buy annuities to help manage their income in retirement. Unfortunately, annuities sometimes offer security at a high price. Many annuity owners understand the concept of a surrender fee – a penalty you pay if you take money out of an...
DYADT? Does Your Advisor Do This? Independent Custodians If you work with a financial advisor, ask him or her if your account is held with the brokerage firm that employs him or her or if it is held with an independent third-party custodian. A custodian is...
