Join Tom Parks, AIF®, CRPS and Deanne Phillips, CFP®, CDFA®, ABFP℠, as they review some common investing myths that tend to pop up during an election year and how to prudently navigate those “rules of thumb” as you calibrate your financial plan!

Practically everyone has seen the foreboding headlines about debt (both personal and governmental). What does this growing amount of debt mean to the economy and our individual bottom line? In this webinar, moderated by WTMJ’s John Mercure, Annex Wealth Management’s President and CEO Dave Spano, & Tom Parks will answer hard questions and provide reasoned insight to cast light on your debt concerns.

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.

Featuring insights on how to manage the cash and fixed income portion of your portfolio.

Brian Jacobsen, PhD, Annex Wealth Management’s Chief Economist, and David Spano, President and CEO of Annex Wealth Management, discuss the many questions we’re hearing about the fixed income portion of portfolios – and your options as the Fed seems to hint at a slow decline in interest rates.

If you have cash you’re holding, wondering when or how to move it, join us as we walk through fixed income in our current rate environment.

This webinar was recorded January 24, 2024 

2024 is one of those years that could have it all: it’s a Leap Year, an Election Year, and an Olympic Year. Where are rates and the markets headed? What opportunities lie on the horizon, and what risks should we consider?

Annex Wealth Management’s Dave Spano and WTMJ’s Steve Scaffidi will walk through what to look for and answer your questions in this insightful webinar.

This webinar was recorded January 4, 2024 

401(k) plans have become a critical component of many Americans’ nest eggs – today, they hold over $6 trillion in retirement assets. Still, statistics show many people are missing their retirement goals.

In celebration of National 401(k) Day on September 8th, Annex Wealth Management presents an interactive financial wellness webinar examining why you should get your savings on track. We’ll look at the current state of affairs for average Americans and offer insight on how better habits can help create a brighter future.