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an·nex /ˈaˌneks/
a fee-only fiduciary firm passionate about making financial journeys better through fiduciary advice, comprehensive strategies, and empowering education.

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12 events found.
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  • July 2024

  • Tue 30
    July 30, 2024 @ 1:00 pm - 2:00 pm

    WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24

    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… Read More »

  • Tue 30
    July 30, 2024 @ 1:00 pm - 2:00 pm

    WEBINAR | Wealth In Color: Exploring Instinctual Investment Patterns | 7/30/24

    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… Read More »

  • Wed 31
    July 31, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & The Markets | 7/31/24

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

  • Wed 31
    July 31, 2024 @ 3:00 pm - 4:00 pm

    WEBINAR | Instant Insight: The Fed & The Markets | 7/31/24

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

  • August 2024

  • Fri 2
    August 2, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 8/2/24

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

  • Fri 2
    August 2, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Jobs & The Economic Outlook | 8/2/24

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

  • Wed 14
    August 14, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 8/14/24

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

  • Wed 14
    August 14, 2024 @ 9:00 am - 10:00 am

    WEBINAR | Instant Insight: Inflation Trends | 8/14/24

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

  • Wed 14
    August 14, 2024 @ 4:00 pm - 5:00 pm

    MEQUON | Investment Intel: An In-Depth Brief on the Markets | 8/14/24

    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 make sense of the financial markets and the economy.

  • Wed 14
    August 14, 2024 @ 4:00 pm - 5:00 pm

    MEQUON | Investment Intel: An In-Depth Brief on the Markets | 8/14/24

    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 make sense of the financial markets and the economy.

  • Thu 15
    August 15, 2024 @ 10:00 am - 11:00 am

    WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 8/15/24

    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 »

  • Thu 15
    August 15, 2024 @ 10:00 am - 11:00 am

    WEBINAR | Investment Intel: An In-Depth Briefing On The Markets | 8/15/24

    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 »

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