The Annex Wealth Management Blog

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 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...

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...