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 […]

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 […]

You might think the goal of tax planning is to pay as little as possible now. Low taxes are meaningful, but understanding your overall financial picture might help you think […]