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What's The Supply Chain? Supply Chain Definition Mar 7, 2022 Inflation has reached highs unseen in decades. Many believe supply chain disruptions to be one of the key causes of inflation. What' s the supply chain, and how does it affect the average person. Annex...
What's Stagflation? | Stagflation Definition Feb 22, 2022 Some recent headlines have revived a term that hasn't been mentioned in a while - stagflation. What is stagflation? Annex Wealth Management's Tom Parks explains. For our definition of inflation, visit...
What's Inflation? | Inflation Definition Oct 20, 2021 We hear that inflation is here and that it's rising. But what is inflation, and what causes it? Annex Wealth Management's Tom Parks explains. Subscribe to Annex Wealth Management’s YouTube channel for more...
What's A Mutual Fund Share Class? | Mutual Fund Share Class Definition Jun 8, 2021 What's a mutual fund share class and what do you need to know about it before you invest? Annex Wealth Management's Tom Parks explains and discusses why understanding share classes -...
What's An ERISA Fidelity Bond? & What's ERISA Fiduciary Insurance? What's The Difference? Dec 17, 2020 What's An ERISA Fidelity Bond? & What's ERISA Fiduciary Insurance? What's The Difference? There is a significant difference - in cost, regulatory...
What's An Expense Ratio? | Expense Ratio Definition Aug 27, 2020 What's an expense ratio? How is it calculated, and how is it paid? If you're wondering about this key investment term, Annex Wealth Management's Tom Parks has a simple answer. Learn more about important...
What's A Target Date Fund? | Target Date Fund Definition Aug 20, 2020 Also referred to as “lifecycle funds”, target date funds are an increasingly popular investment option in employer-sponsored 401(k) plans and if your company retirement plan has a default...
What's Forbearance? | Forbearance Definition May 26, 2020 What's forbearance? Should I consider forbearance with my mortgage or student loan? Annex Wealth Management's Tom Parks answers those questions and discusses an often-overlooked point when it comes to...
What's A Furlough? | Furlough Definition May 28, 2020 What's a furlough? How is it different from a layoff? Annex Wealth Management's Tom Parks answers those questions and discusses what to expect if you're facing a furlough. Learn more about important financial and...
What's Auto Enrollment? | Auto Enrollment Definition Mar 12, 2020 What's auto enrollment? What decisions do employers need to make when instituting this benefit? Annex Wealth Management's Tom Parks answers those questions and discusses what auto enrollment means to...
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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