The Annex Wealth Management Blog

Polls

Poll: Do You Know How The Stimulus Checks Will Affect Your 2020 Taxes?

It's that time again - tax season! Like all tax seasons, important documents need to be collected and tax refunds need to be issued. This year's tax season will take on an extra dimension: the impact of stimulus checks. A recent study said that some Americans are not...

Poll: Have The Events Of The Last Year Changed Your Retirement Plans?

2020 brought changes to retirement plans and challenges to retirees and people looking forward to retiring. The CARES Act, the SECURE act, a global pandemic, election uncertainty, and civil unrest introduced new laws and procedures that directly affected retirement...

Poll Recap: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

Poll: Did You Donate To A Charity This Holiday Season?

2020 has been quite the year - a global pandemic, market volatility, a whirlwind election, and widespread uncertainty. One good thing to come out of 2020 was a reported record number of charitable giving and donations throughout the year. A recent study reported that...

Poll Recap: Do You Have A Year-End Tax Planning Strategy?

It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...

Poll: Do You Have A Year-End Tax Planning Strategy?

It's almost the end of 2020, and that means it's time to review last-minute moves that could potentially reduce your tax bill for this year. There are new techniques that you may want to consider that are related to the CARES Act and other COVID-related relief that...

Poll Recap: Did You Wait Until After The Election To Invest?

The presidential election has left many people wondering when's the right time to add to their personal stock portfolios. Some are worried that the election results could significantly shift stock values downward, while some think that values will stay the exact...

Poll: Did You Wait Until After The Election To Invest?

The presidential election has left many people wondering when's the right time to add to their personal stock portfolios. Some are worried that the election results could significantly shift stock values downward, while some think that values will stay the exact...

Poll Recap: Have You Started Your Holiday Shopping?

Fueled by changes in customer preferences and economic situations, as well as a global pandemic, holiday shopping will be quite different this year. Retailers will need to make adjustments to best serve their customers and find success, and consumers will need to...

Poll: Have You Started Your Holiday Shopping?

Fueled by changes in customer preferences and economic situations, as well as a global pandemic, holiday shopping will be quite different this year. Retailers will need to make adjustments to best serve their customers and find success, and consumers will need to...

Poll: Do You Own An iPhone? Will You Be Upgrading To The iPhone 12?

Apple unveiled on October 13, 2020 the newest high-end flagship iPhones - the iPhone 12 Pro and iPhone 12 Pro Max, which are being sold along with the iPhone 12 and iPhone 12 mini. The new line of iPhones introduce new, exciting features such as 5G accessibility which...

Poll Recap: Do You Have A Fantasy Football Team?

Fantasy football season is finally here, and with around 75 million people playing fantasy football across the United States, you could say this was one the most heavily anticipated events of 2020. According to a recent survey by the Fantasy Gaming & Sports...

Poll Recap: Have You Made Any Home Improvements This Summer?

Research shows that more and more families are using the time at home to focus on home renovations and upgrades. According to a U.S. Census Bureau report, home centers, hardware stores, garden centers and building materials suppliers saw a year-over-year sales...

Poll Recap: Do You Stay Updated On Your Personal Cyber Security?

Keeping software and systems updated limits their vulnerability to cyber attacks - especially when using personal devices when working from home. According to a recent study, phishing/hacking/malware incidents and individual mistakes are the top causes of security...

Poll Recap: Do You Use A Grocery Delivery Service?

Over the last few months, more and more people have been using grocery delivery services, with Instacart and Amazon Fresh being some of the most used brands. Instacart is now valued around $13.7 billion and reports that customer order volume is up 500% year-over-year....

Poll Recap: Will You Be Attending An NFL Game This Season?

We are slowly transitioning to a non-lockdown life, but we’re all moving carefully. That’s the mood of our polltakers this week.   When asked if they’d attend a Packer game this fall, nearly 60% of our Axiom readers indicated they’d pass. (We didn’t ask if this...

Poll Recap: Did You Buy Easter Candy This Year?

Sometimes it’s the smaller things that are the best indicators of a crisis. A recent poll indicated that Americans were buying less Easter candy – and some weren’t buying any at all.We asked Axiom readers the same question, and nearly 60% indicated that they weren’t...

Poll Recap: Have Coronavirus Fears Changed Your Travel Plans?

As news of Coronavirus continues to grab headlines, many are reevaluating their travel plans. Last week, we asked readers if they would be limiting or changing plans based on the virus news. The majority of responders – nearly 60% - indicated they would not be...

Poll Recap: What Does “Know The Difference™” Mean To You?

We’ve been telling folks to “Know The Difference” for years. The phrase challenges you to ask questions of both your financial professional and us at Annex Wealth Management, and know the difference. At Annex, we see “The Difference” in three key areas: Team – Annex...

DYADT: Does Your Advisor Work To Educate You?

Annex Wealth Management has always been dedicated to informing and educating people. We believe an informed person will make a better decision for his or herself. That's why our radio shows are informational, and not pushing products, and why we work on campus at the...

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