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Infographic: Retirement Expectations Survey

Infographic: Retirement Expectations Survey

  Advisory Services offered through Annex Wealth Management®, LLC. Securities offered through H. Beck, Inc Member FINRA & SIPC. Annex Wealth Management®, LLC and H. Beck, Inc are separate and unrelated companies. This site has been published for residents of: AZ,...
Is The Charity Worth Your Donation?

Is The Charity Worth Your Donation?

If a charity spends 15% or less of its budget on administration and 10 % or less on fundraising, then it is legitimate charity.*TrueFalseA reputable charity only has one penny left for its charitable work for every dollar it has raised.*TrueFalseGetting a call from a...
The Perils of Market Timing

The Perils of Market Timing

A 2016 study from Morningstar echoes a position many financial professionals have espoused for years: beating the market by sheer timing is extremely difficult (and sometimes costly). “Timing the market” is an actual attempt to enact the adage “buy low, sell high”: an...
Americans Owe Over $1.41 Trillion In Student Loan Debt

Americans Owe Over $1.41 Trillion In Student Loan Debt

It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news circulating around the internet, television​, and in print – it...
Rich Behrendt Featured In Bloomberg News

Rich Behrendt Featured In Bloomberg News

As President-elect Donald Trump builds his team to make policy in the White House, he has sought to divest himself from the demands – and potential conflicts – of his many businesses. Recently, Bloomberg Big Law Business decided to write an article on this intriguing...