1 | Week In Review
This week’s data showed a mixed bag of results, but in all, the economy remains on solid ground. Does that mean we will avoid a pullback? Annex Wealth Management’s Derek Felske and Danny Clayton discuss.
2 | Poll
National Donut Day is the first Friday of June in the United States. It was started by The Salvation Army in Chicago in 1938 to honor their members who served donuts to soldiers during World War I.
Many donut shops offer free donuts on National Donut Day, so if you missed it this year make sure to mark your calendar for next year!
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3 | Client Exclusive
What Does The TD Ameritrade & Charles Schwab Merger Mean For You?
TD Ameritrade and Charles Schwab will complete their long-awaited merger in September 2023. What does that mean for Annex clients?
If you currently have an Annex account custodied at TD Ameritrade, please watch your mail and email!
Throughout the summer, TD Ameritrade and Annex Wealth Management will be sending you information regarding timelines, online access, and more. There are no immediate changes to your access, visibility or accounts.
Later in June, clients with a TD Ameritrade account will receive an Account Transition Notice, with information about the merger. Annex Wealth Management will also send a complementary email with similar information, reminding you about the Notice from TD Ameritrade.
We understand change isn’t easy. Annex Wealth Management will be here along the way to provide answers, guidance and reassurance throughout the transition process. We can expect that the transition will be completed in early September.
Please contact your Wealth Manager or Client Service Manager with any immediate questions. We will continue to communicate with you this summer on all updates and action items.
Thank you!
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We’ve Done It Again!
For the fifth consecutive year, Annex Wealth Management has been selected as a Top Workplace in Milwaukee and Southeast Wisconsin! This designation is awarded to 160 companies in the area, and we’re honored to have made this list.
Several members of the Annex team joined Dave at the 14th Annual Awards Breakfast, hosted by Milwaukee Journal Sentinel, as honorees.
We wouldn’t have received this recognition without the support of our wonderful employees!
You can learn more about this recognition and others received by Annex Wealth Management by visiting the awards page on our website: https://annexwealth.com/awards/
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5 | Ask Annex
Ask Us A Question!
6 | Quote of the Week
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