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1 | Don’t Miss Out!
Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s economy.
Join Annex Wealth Management as they walk you through where we are and where the Annex Investment Team believes we’re headed.
In addition to taking your questions, we will discuss:
• Headwinds for the economy and markets
• Whether the long-awaited recession will ever happen
• The historical significance of today’s economy
• What you can do to calibrate your portfolio
Join us in Appleton with Annex’s Brian Jacobsen & Jeff Daye:
Date: Tuesday, October 10, 2023
Time: 4:00 PM – 6:00 PM CT
Register Here
2 | Week In Review
Annex strongly believes in frequent and meaningful communication.
Each Friday after market close, our experts record the “Week In Review”- exclusive insights to help you stay on top of the latest financial news.
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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3 | Did You Know?
Behind the scenes information to help you get to know more about Annex Wealth Management.
Annex Steals Second!
Did you know Annex Wealth Management has partnered with The Milwaukee Brewers & Good Karma Brands?
Did you know Annex Wealth Management has partnered with the Milwaukee Brewers & Good Karma Brands to select and reveal the difference making play of the game between the 7th & 9th innings, “The Difference Making Moment” of the game. Although it didn’t last too long, Annex was also a proud sponsor during the post-season playoffs.
Our partnership gave Annex the opportunity to “Steal Second” with our very own Mark Beck, Chief Growth Officer! Click below to check out the video!
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4 | Know The Difference
Hot topics, fresh stories and useful information; all in 60 seconds.
Debt Fatigue? The US Government Has Issued $33 Trillion In Debt. Who Will Own It?
It may have to be more domestically owned, but with the recent increase in yields, the debt becomes more attractive.
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5 | Ask Annex
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy.
Losing A 401(k) Match | Strongest Sectors Within The S&P 500 | What’s Next After 401(k)s?
Ask Us A Question!
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6 | Poll
We want to know what you think! Each week we’ll ask for your thoughts and opinions on various subjects to gain a look into the people around you and of other readers in the Annex community.
This week we’re going to switch it up from a poll to a “pop quiz” on Medicare. Our apologies if it brings back old memories and anxieties from high school! Be sure not to cheat or use the internet to find the answer to the question below!
This week we’re going to switch it up from a poll to a “pop quiz” on Medicare. Our apologies if it brings back old memories and anxieties from high school! Be sure not to cheat or use the internet to find the answer to the question below!
Did you know, Medicare provides health insurance coverage for more than 65 million people, almost 20% of the U.S. population? Medicare has advantages including cost savings and provider flexibility & the disadvantage of potentially high out-of-pocket costs. Once you qualify for Medicare, you have several options when it comes to enrolling in a plan. Sticking with the topic of Medicare, we want to know:
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7 | Client Exclusive
Tips, strategies & information written exclusively for Annex clients.
Receiving Monthly Statements from Charles Schwab & TD Ameritrade
The long-awaited Schwab and TD Ameritrade merger is complete! What you should look for as the first month at Schwab draws to a close.
The long-awaited Schwab and TD Ameritrade merger is complete! What should you look for as the first month at Schwab draws to a close?
Clients who had accounts at TD Ameritrade will receive both a TD Ameritrade and a Schwab statement in October for the month of September. Most TD Ameritrade statements will show a zero balance, as accounts have transitions to Schwab. If you see a small residual balance at TD Ameritrade, please note that this residual balance will move to Schwab in the coming days and weeks. You will continue to receive a TD Ameritrade monthly statement until the account is fully at zero.
Once your TD Ameritrade account balance shows zero, you will stop receiving statements from TD Ameritrade and will only receive statements from Schwab.
If you wish to receive statements and confirmations from Schwab electronically, you must establish your SchwabAlliance profile (information was sent from Schwab and was included in previous emails from Annex) in order to view and access statements and confirmation on Schwab’s site. Even if you had electronic statement delivery at TD Ameritrade, you must establish your SchwabAlliance credentials within 90 days of the conversion (December 4) or you will be converted to paper statements and confirmations from Schwab.
Please contact your Wealth Manager or Client Service Manager with any immediate questions.
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| The Annex Wealth Management SWOT Podcast
Each week, members of the Annex Wealth Management Investment Team discuss the Strengths, Weaknesses, Opportunities, and Threats of the markets and economy. Go deep and listen to the team talk through what’s helping guide their decisions.
|In Case You Missed It!
CNBC: Brian Jacobsen, Annex Wealth Management’s Chief Economist, Joins CNBC’s ‘Power Lunch’
Last week, our very own Chief Economist, Brian Jacobsen, joined CNBC on their ‘Power Lunch’ segment to discuss the market, fed & the economy.
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| Annex In Action
The Annex team regularly seeks out opportunities to support and participate in events throughout the community.
Staff from Annex’s Appleton Branch participated in the Walk to Defeat ALS to benefit the ALS Association. Amyotrophic Lateral Sclerosis (ALS) is a progressive, fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The life expectancy of a person with ALS averages from 2-5 years from the time of diagnosis. ALS can strike anyone & presently there’s no known cause of the disease.
If you missed the first two opportunities, please consider joining our team in the Walk to Defeat ALS to bring hope & raise awareness in Madison, WI on Saturday, October 21, 2023 (Register). Annex Wealth Management is a proud sponsor of the ALS Association & the Walk to Defeat ALS.
| Events & Webinars
Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.
Fox Cities Performing Arts Center – 400 W College Ave, Appleton, WI 54911
Annex Wealth Management’s “Navigating The Markets” is an interactive presentation focused on providing information and insight on today’s economy.
Join Annex Wealth Management’s Brian Jacobsen and Jeff Daye as they walk you through where we are and where the Annex Investment Team believes we’re headed.
In addition to taking your questions, Brian and Jeff will discuss:
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- Headwinds for the economy and markets
- Whether the long-awaited recession will ever happen
- The historical significance of today’s economy
- What you can do to calibrate your portfolio
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Tuesday, October 10, 2023
4:00 PM – 6:00 PM CDT
WHY WE WALK
Thank you for helping us reach our fundraising goal! Together we can make a difference in the lives of those affected by ALS. Our team is committed to raising money to support people in our community with ALS and spread awareness of the urgency to find treatments and a cure. Please consider joining our team in the Walk to Defeat ALS® or choose a team member from the list and donate to our cause.
WHY WE NEED YOUR HELP
Every 90 minutes a person in this country is diagnosed with ALS and every 90 minutes another person will lose their battle against this disease. ALS occurs throughout the world with no racial, ethnic, or socioeconomic boundaries.
That’s why we’re participating in the Walk to Defeat ALS. To bring hope. To raise awareness. To provide resources and services to families free of charge. To help unlock the mystery of ALS and find the key to treatments a cure. Will you join us?
ABOUT ALS
Amyotrophic lateral sclerosis (ALS) is a progressive, fatal neuromuscular disease that slowly robs the body of its ability to walk, speak, swallow and breathe. The life expectancy of a person with ALS averages 2 to 5 years from the time of diagnosis.
ALS can strike anyone. Presently there is no known cause of the disease, yet it still costs loved ones an average of $250,000 a year to provide the care people living with ALS and their families need. Join the movement to provide help and hope today!
The Corners of Brookfield | 20111 W Bluemound Rd, Brookfield, WI 53045
Join us for the 3rd Annual Boos & Ghouls Night Out! This was a sold-out event last year so do not delay! Enjoy wine tastings and food pairings as you stroll the Corners of Brookfield, listen to the beautiful music provided by musicians from Elmbrook Schools, shop at various retailers who will give back to the Elmbrook Education Foundation & the Elmbrook Schools! Costumes are optional but encouraged!
Tuesday, October 12, 2023
6:00 PM – 8:30 PM CDT
Annex Wealth Management Elm Grove Office | 12700 W Bluemound Rd, Elm Grove, WI
A beginner’s 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 preparing for our future. This is the first step in creating our Emergency Binder: “What I want my family to know.”
Thursday, October 19, 2023
6:00 PM – 8:00 PM CST
Annex Wealth Management Mequon Office | 12200 Corporate Parkway, Mequon, WI
Annuities are one of civilization’s oldest financial instruments. But what are they, and do their benefits outweigh their pitfalls?
Annex Financial Planners discuss if and when an annuity might make sense – and potential dangers of annuity ownership.
Tuesday, November 7, 2023
6:00 PM – 7:30 PM CST
Annex Wealth Management Naples Branch | 4901 Tamiami Trail North
Our Naples branch has a new home! If you’re in the Naples area, come check it out and join us! Food & Drink will be provided!
Thursday, November 16, 2023
2:00 PM – 5:00 PM EST
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