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4 Strategies For Turning Your Savings Into Your First Million

4 Strategies For Turning Your Savings Into Your First Million

It might not be what it used to be, but saving a million dollars still carries an air of accomplishment. For many in the Two Comma Club, attaining their goal was the result of some discipline, wise strategy, and an understanding of the forces that grow money. Here are...
What Is National Estate Planning Week?

What Is National Estate Planning Week?

In 2008 a group of bipartisan congressmen and congresswomen co-authored and passed legislation designating the third week of October each year for a campaign to raise awareness about the importance of estate planning. This year, the Annual National Estate Planning...
6 Insights On How To Avoid Running Out Of Money In Retirement

6 Insights On How To Avoid Running Out Of Money In Retirement

A recent survey[1] indicates that 1 in 4 Americans is worried about running out of money in retirement. At Annex Wealth Management, we’ve been working with people for years, sitting on the same side of the table with them as we budget and strategize towards their...
April 2016 Quarterly Performance Report

April 2016 Quarterly Performance Report

Market activity has been consistent with the outlook we’ve expressed over the past year: we will likely not see an impending bear market in stocks caused by an economy entering recession. The First Quarter Rally After a few bumpy opening weeks, the first quarter saw...
October 2016 Quarterly Performance Report

October 2016 Quarterly Performance Report

Quarter Recap by Derek Felske, Chief Investment Officer Annex Wealth Management Following a volatile conclusion to the second quarter, punctuated by the UK’s decision to leave the European Union, global equity markets quickly regained their footing and posted solid...