Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan? If you participate in the State of Wisconsin Pension program, you […]

Join us 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 […]

Bonds often play a part in a balanced portfolio. As the Fed discusses potential changes in interest rates, investors have more questions about how to manage bonds, and what types […]

A comprehensive guide to planning and preparing for the  unexpected! We’ll be examining financial transitions that many women encounter, whether single or married, and discussing resources to be considered in  […]

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®, […]

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 […]

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. […]

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 […]