The Annex Wealth Management Blog
PollsPoll: Are You Using Grocery Delivery Services More Than You Did A Year Ago?
Grocery shopping has evolved over the last year and US shoppers are finding new ways to stock up. A year ago, around 81% of consumers had never bought groceries online, but during the COVID-19 pandemic nearly 79% of shoppers have ordered online. Online grocery sales...
Poll Recap: 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: 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 Recap: 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: 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 Recap: 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: 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: Social Security Beneficiaries – How Much of a COLA Raise Do You Expect?
Over 46 million Social Security beneficiaries are retired workers, with data from the Social Security Administration showing that 62% of retirees leaning on their payout to account for at least half of their monthly income. October will unveil the program's...
Poll: Social Security Beneficiaries – How Much of a COLA Raise Do You Expect?
Over 46 million Social Security beneficiaries are retired workers, with data from the Social Security Administration showing that 62% of retirees leaning on their payout to account for at least half of their monthly income. October will unveil the program's...
Poll Recap: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?
Older U.S. investors may engage in more risky financial behaviors as they continue to age and face diminished financial knowledge, according to new research from the Financial Industry Regulatory Authority Investor Education Foundation. Financial literacy levels...
Poll: Do You Think Your Age Affects Your Willingness To Take On Risk In Investing?
Older U.S. investors may engage in more risky financial behaviors as they continue to age and face diminished financial knowledge, according to new research from the Financial Industry Regulatory Authority Investor Education Foundation. [gravityform id="241"...
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: Do You Have A Fantasy Football Team?
It's finally that time again - fantasy football season! Will you be participating this year?
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: It’s National Make A Will Month! Have You Created Your Will?
August is National Make A Will Month! Creating a Will not only gives you piece of mind but can save your family time and stress during an already difficult time. A recent Forbes poll found that more than half of Americans over the age of 66 do not yet have a will in...
Poll: It’s National Make A Will Month! Have You Created Your Will?
August is National Make A Will Month! Creating a Will not only gives you piece of mind but can save your family time and stress during an already difficult time.
Poll: Have You Made Any Home Improvements This Summer?
According to some experts, more and more families are pursuing home improvement projects this summer during the COVID-19 pandemic.
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: Do You Stay Updated On Your Personal Cyber Security?
Cybercrime continues to evolve, with new threats surfacing every year. It is important to stay updated on how to protect you and your family against cyber attacks.
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: Do You Use A Grocery Delivery Service?
With more people staying home, various grocery delivery services have seen increases in sales over the last few months.
Poll Recap: What Social Media Platforms Do You Use To Access The News?
Facebook just launched Facebook News - the social network's dedicated section that covers national and local news. According to a recent study from Reuters Institute for the Study of Journalism at Oxford University, more and more people are using social media...
Poll: What Social Media Platforms Do You Use To Access The News?
Facebook just launched Facebook News - the social network's dedicated section that covers national and local news.
Poll Recap: Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?
It was a historic day for NASA and SpaceX with the launch of their Falcon 9 rocket from Cape Canaveral Air Force Station. The majority of respondents to our poll watched the historic SpaceX rocket launch live, while a small group of respondents watched after the...
Poll: Did You Tune In For The Historic SpaceX Falcon 9 Rocket Launch?
Poll Recap: Have You Supported Small Business During The State’s “Stay At Home” Rules?
Perhaps this is a sign that we can return from severe economic hardship – our most recent poll asked about supporting a small business or restaurant. A small minority of respondents didn’t think the size of establishment mattered – but the overwhelming majority of...
Poll: Have You Supported Small Business During The State’s “Stay At Home” Rules?
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: Will You Be Attending An NFL Game This Season?
Poll Recap: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?
A recent poll indicated that more than half of Americans are considering changing their retirement plan – with a majority of those folks indicating they were going to decrease their investment into their plan.We decided to ask our readers if they were experiencing the...
Poll: Are You Thinking Of Changing Your Retirement Plan Due To The COVID Crisis?
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: Did You Buy Easter Candy This Year?
*https://wallethub.com/blog/coronavirus-easter-survey/72870/
Poll Recap: Staying Connected: Has Your Social Media Use Increased Since The Spread Of Coronavirus?
More than 25% of our readers have increased their social media usage since the Coronavirus health crisis has reared its head – and the most-used platform, by far, is Facebook.Last week, we asked Axiom readers if the health crisis had caused them to use social media...
Poll: Staying Connected: Has Your Social Media Use Increased Since The Spread Of Coronavirus?
Poll Recap: Have You Ever Donated To A Charity After A Natural Disaster?
Hail Our Kind-Hearted Axiom Readers!We’re not surprised at all to see statistical evidence that our readers are good AND smart.Last week – it seems so long ago – we asked our Axiom readers if they had ever donated to a charity after a natural disaster. A large...
Poll: Have Have You Ever Donated To A Charity After A Natural Disaster?
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: Have Coronavirus Fears Changed Your Travel Plans?
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...
