Events
Blog
Archive
What's An ERISA Safe Harbor? | Safe Harbor Definition Mar 5, 2020 What's an ERISA safe harbor? How do I take advantage of a safe harbor? Annex Wealth Management's Tom Parks answers those questions and discusses what safe harbor means to employers. Learn more about...
What's ERISA? | ERISA Definition Feb 20, 2020 What's ERISA? Where did the term come from, and what does it have to do with Employer-Sponsored Retirement plans? Annex Wealth Management's Tom Parks answers those questions and discusses what ERISA means to employers....
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 answers the question and...
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 important financial...
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 understand the meaning...
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 wealth management...
What's A Basis Point? | Basis Point Definition Jan 14, 2019 Basis Point is an often-used term in the financial world, but many people outside it have no idea what it means. Annex Wealth Management's Tom Parks explains. Subscribe to Annex Wealth Management’s YouTube...
What's A Fiduciary? A Fiduciary Definition Nov 3, 2016 What Is A Fiduciary? The term "fiduciary" has appeared more and more in headlines, but what does it mean? Is every financial advisor a fiduciary? This brief video explains what a fiduciary is, and why people seek...
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.
Sign Up For The Axiom®
