1. Tech Rides AI To Big Earnings 2. Poll: Paper Or Digital? 3. ICYMI – 2023 Q1 Recap & Outlook 4. A Message From TD Ameritrade 5. Ask Us A Question! 6. “Someone’s sitting in the shade today…” 7. Retirement Planning Without A 401(k)
1 | Week In Review
After a soft opening to the week due to First Republic news, the tech sector report mostly positive earnings. Could we be seeing a soft landing instead of a deep recession? Annex Wealth Management’s Dave Spano and Jason Cooper discuss.
2 | Poll
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3 | Client Exclusive
ICYMI – 2023 Q1 Recap & Outlook
Learn more about the philosophies guiding our positions and your portfolio with Annex Wealth Management in this in-depth discussion between Annex’s Chief Growth Officer and Investment Team Manager.
Chief Growth Officer Mark Beck and Investment Team Manager Matt Morzy, CFP® discuss how the Investment Committee helps guide our outlook and informed the changes made to portfolios here at Annex.
We hope you learn and enjoy their discussion. And, as always, please let us know if you have questions.
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A Message From TD Ameritrade:
If you’re an account holder at TD Ameritrade, and if it’s applicable, you’ll receive an annual Standing Letter of Authorization (SLOA) confirmation notice sometime in May. This will list all active SLOAs that TDA has on record for your account(s) as of December 31, 2022.
A confirmation notice will be sent for each account that maintains an active SLOA with TD Ameritrade Institutional, and you’ll continually be notified whenever new SLOA instructions are established for an account.
There is no action required by you. The letter serves as a required informational notice.
If you have any questions regarding this message, please reach out to your Wealth Manager or Client Service Manager.
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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