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Polls

Poll Recap: Do You Own An Annuity

In 2018 the Annex Wealth Management Financial Planning team analyzed over 280 annuities. Often times, the folks they worked with weren’t sure what their annuities did or how they even operated.So we asked Axiom readers: How about you? Do you own an...

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Poll: Do You Own An Annuity

In 2018 the Annex Wealth Management Financial Planning team analyzed over 280 annuities. Often times, the folks they worked with weren’t sure what their annuities did or how they even operated. How about you? Do you own an annuity? Are you confident on how it works,...

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Conflicts of Interest, Hiding in Plain Sight

The Wall Street Journal reports that “Many major brokers, banks and financial advisers take revenue-sharing payments—legal kickbacks that mutual-fund companies pay to reward sales of particular funds. Such payments vary from 0.01% to about 0.15% of the...

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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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From Annex Wealth Management

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