Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds,… Read More »

Join us as we investigate "Rules of Thumb" around investing, honing in on actionable guidelines for our own personal situations. Annex's Deanne Phillips, CFP®, CDFA®, ABFPsm and Tom Parks, AIF®, CRPS™ will debunk common myths such as saving is investing, being in the stock market is gambling, de-risking means to be mostly invested in bonds,… Read More »

Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves.  From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim, imposter syndrome can at… Read More »

Whether it’s in the work world or in dealing with family finances, women tend to second guess themselves, doubt their own abilities and even place unreasonable expectations on themselves.  From a fear of having our limitations being called out to fears that we are failing in endeavors where we’ve had acclaim, imposter syndrome can at… Read More »

Annex Wealth Management - Mequon Branch 12200 Corporate Parkway, Suite 800 Mequon WI 53092   Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help… Read More »

Annex Wealth Management - Mequon Branch 12200 Corporate Parkway, Suite 800 Mequon WI 53092   Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help… Read More »

Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

Behavioral finance is a psychological approach to understanding how investors make decisions, both individually and as a whole. “Wealth In Color: Exploring Instinctual Investment Patterns” looks at how our personal biases guide us, from quick spending decisions to investment choices, which could impact us for years. We’ll look at various biases, exploring those we can moderate and focusing on biases we may need to adapt.

Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable… Read More »

Many of us would like to leave a lasting legacy on our world, our community, and our family. Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable… Read More »

Insights on how to manage the cash and fixed income portion of your portfolio. Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you… Read More »

Insights on how to manage the cash and fixed income portion of your portfolio. Join us every month for Investment Intel, an interactive presentation brief from Annex Wealth Management. Each Investment Intel Briefing will take a look at where we are and where we believe we’re headed, including insights and trends that will help you… Read More »