What’s A Mutual Fund? Mutual Fund Definition Feb 6, 2020 What’s a mutual fund? You’ll hear people talking about mutual funds and different varieties of mutual funds as they discuss the markets and investing. Annex Wealth Management’s Tom Parks...
What’s A Stock? Stock Definition Jan 23, 2020 What’s a stock? Everyone talks about stocks, and the stock markets, but what are they? Annex Wealth Management’s Tom Parks answers the question and discusses this well-known investment. Learn more about...
What’s A QDIA? | QDIA Definition Jan 20, 2020 What’s a QDIA? Understanding the concept of the alternative, and the protections provided, can be helpful to you as an employer. Annex Wealth Management’s Tom Parks answers the question and helps you...
How Will The SECURE Act Affect Your Estate Plan? Jan 16, 2020 Annex Wealth Management’s Estate Planning Attorney, Jill Martin, JD, discusses how the SECURE Act will impact your estate plan. Subscribe to Annex Wealth Management’s YouTube channel for more informative...
What’s A Bond? | Definition Of A Bond Jan 10, 2020 What’s A Bond? Annex Wealth Management’s Tom Parks discusses the definition of a bond, what a bond is, and gives a simple description of what the bond market is. Learn more about key financial and...
Estate Planning Key Roles: Executor, Power of Attorney, Trustee Dec 6, 2019 When it comes to Estate Planning, placing the right person in each key role is critical to ensure your wishes are followed and your family isn’t blindsided. Annex Wealth Management’s Estate...
