Penetrating analysis from the Annex Wealth Management Investment Committee on breaking financial and market news.

Ask the experts! Wondering about the impact of a new president’s second time in office? Tech turmoil? Tariffs? Join Annex Wealth Management for “Navigating the Markets,” an interactive presentation focused on providing fresh insight on today’s markets and economy. Annex Wealth Management’s Dave Spano, CFP and Chief Investment Strategist, Dr. Todd Voit will field your […]

Do you have a transition plan for your antiques and collectibles? Grandma’s favorite pie plate, your good China, Christmas ornaments, the wine or sports card collection…even your pets: what will happen to beloved items ultimately? This workshop focuses on passion assets – objects that don’t pass to our loved ones through beneficiary designation – and […]

Most savvy investors understand the value of market peaks AND market valleys and how to take advantage of planning strategies during those times. In this informative session, members of Annex Wealth Management’s team walk through a few critical financial planning decisions you can consider amidst market volatility.

About 22% of Americans age 65 and older age as single people with no spouse or children to care for them when they need assistance. There are unique financial challenges for those who age alone, from estate planning considerations to managing finances, from choosing where to live to understanding it takes more than money to enjoy […]

When multiple family members inherit a vacation home together, arguments and squabbles can develop from the best of intentions. Estate planning attorney and planners discuss solutions for keeping the peace among family members. We’ll discuss the use of trusts and operating agreements, keeping your vacation home out of the hands of creditors and divorce settlements, […]

Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership. *This event is for individuals who are not currently partnered with Annex Wealth Management. If you are a […]