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April 2017 Quarterly Performance Report

April 2017 Quarterly Performance Report

Quarter Recap by Derek Felske, Chief Investment Officer & Dan Brown, Investment Officer Annex Wealth Management During the first quarter of 2017, the vast majority of global financial markets posted positive returns. Following a strong year in 2016, U.S. large...
Leakage

Leakage

Tom Parks, AIF®, CRPS® Director of Retirement Plan Services, Annex Wealth Management The other day a headline on the Wall Street Journal website entitled, “The Rising Perils of 401(k) Leakage” caught my eye so I decided to read further to see what they had to say. The...