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 give you a clear picture of your financial health, and help you quickly determine whether you’re...
Having A Plan for Market Volatility Can Help You Sleep Better For savers and investors, one of the things that can keep you up at night is market volatility. During the financial crisis of 2008 or the dot-com bust of 2000-2002, many people had sleepless nights...
Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips joined the “Studio A” team on Milwaukee’s Fox 6 to talk about encouraging children to save. Deanne showed off a piggy bank with four slots – each with a healthy area where kids can...
My Annex Wealth Management Colleagues and Friends – As some of you know, yesterday I lost my father after a brief, but grueling, battle with cancer. After a 30-some year career as an accountant with a manufacturing firm, my dad took the Series-7 exam at the age...
President Obama has recently signed the Bipartisan Budget Act of 2015 that addressed a potential impending default on U.S. debt. The legislation surprised many financial advisors because it also included a series of provisions that will have a dramatic impact on a...
