1. Treasury Yields Rise, Geopolitics Continue to Take Their Toll 2. October Is National Estate Planning Month. 3. The Powell Pause | The Fed Can Now Proceed Carefully. 4. FAQs | Health Savings Accounts (HSAs). 5. Poll | Is Your Pet Included In Your Estate Plan? 6. Quarterly Performance Report Now Available. 7. Client Satisfaction Survey Delivers Tomorrow.
1 | 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.
Inflation has trended down, but wages and energy prices put pressure on expectations. Treasury yields continue to rise, and geopolitical risks around the world take their toll on the market. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
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2 | Did You Know?
Behind the scenes information to help you get to know more about Annex Wealth Management.
October Is National Estate Planning Month
Did you know Annex has an Estate & Legacy Planning Team and the 11 reasons to consider estate planning?
Did you know Annex has an Estate & Legacy Planning Team? Our Estate Planning Team works on evaluating existing estate plans and creating customized estate planning summaries that are easy for clients to follow, while providing training and advisory services to clients and employees about all aspects of estate planning & trust administration (Source).
Annex’s Estate Planning Team is led by our own in-house estate planning attorney. Annex collaborates with a network of professional estate planning attorneys and provides services including coordinating with independent corporate and individual trustees, estate planning education, and comprehensive review & analysis.
Estate Planning Education
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- Annex University and dedicated client conversations
- Core estate planning documents that everyone should have in place
- Probate vs Revocable Trust
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Comprehensive Review & Analysis
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- Summarize current documents
- Discuss strategies for administration and tax efficiencies
- Assist in implementation of changes and updates
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During National Estate Planning Month, be sure to take a few minutes and watch our YouTube Channel video, “11 Reasons To Consider Estate Planning.”
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3 | Know The Difference
Hot topics, fresh stories and useful information; all in 60 seconds.
The Powell Pause | The Fed Can Now Proceed Carefully
As Dave Spano, our CEO has said, the Fed has been the arsonist and the firefighter. They were too slow to react to high inflation and then they reacted by hiking rates with reckless abandon.
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4 | What’s Playing
Broadcasts from our radio shows and videos from our YouTube channel to educate on comprehensive wealth management planning, including investment, estate, tax & retirement planning.
FAQs | Health Savings Accounts (HSAs)
Kent Halleen answers some frequently asked questions about HSAs (Health Savings Accounts).
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5 | 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.
In 2023, 66% of U.S. households own a pet and pet ownership increased significantly during the pandemic, with 78% of pet owners acquiring pets during this time.
Did you know that you can include your pet as a part of your estate plan?
In 2023, 66% of U.S. households own a pet and pet ownership increased significantly during the pandemic, with 78% of pet owners acquiring pets during this time. Millennials currently make up the largest percentage of pet owners (33%), followed by Gen X (25%) and Baby Boomers (24%) (Source).
Did you know that you can include your pet as a part of your estate plan? As October & National Estate Planning Month is closing, we want to know:
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6 | Client Exclusive
Tips, strategies & information written exclusively for Annex clients.
Quarterly Performance Report Now Available!
Thank you for continuing to choose Annex Wealth Management as your partner to help you achieve your financial goals. We appreciate your continued trust as we look towards the future. Your Third Quarter 2023 Quarterly Performance Report is not available in the vault within your Black Diamond portal.
To access your Quarterly Performance Report, please login to your Black Diamond Account by clicking below.
To view the Investment Committee’s Quarterly Investment Outlook, which was sent out previously, please download the PDF here.
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7 | Client Exclusive Encore
Tips, strategies & information written exclusively for Annex clients.
| 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.
| Annex In Action
The Annex team regularly seeks out opportunities to support and participate in events throughout the community.
Staff from Annex’s Elm Grove Headquarters 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. 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.
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
NAPLES | Treatment Of QDRO Distributions Post-Divorce
Shula’s Steak House | 5111 Tamiami Trail North
In this CLE credit event, we’ll discuss specific uses of QDROs, their structure, and specific issues you may face when working on them.
The presentation will also review follow-through recommendations for the non-participant spouse, as well as issues to consider and the additional needs of the alternate payee.
We’ll also consider matching the A/P’s financial needs to types of investments, and what to expect.
**This event is for attorneys looking to earn 1.5 hours of CLE credit.**
Lunch is provided.
Tuesday, November 14, 2023
11:00 AM – 1:00 PM EST
M Waterfront Grille | 4300 Gulf Shore Blvd N
Navigating The Markets: Strategies In An Ever-changing Tax Environment
As rates, inflation, and the dollar fluctuate, have you calibrated your financial plan, including how your tax and wealth transfer planning?
In this interactive presentation, Amy Kiiskila, JD, CFP®, CPA, CLU® and Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE will provide an economic and market update – and present planning scenarios while discussing strategies that address key concerns, like cash management and charitable planning.
Lunch is provided.
Wednesday, November 15, 2023
12:00 PM – 1:30 PM EST
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
Annex Wealth Management Elm Grove Office | 12700 W Bluemound Rd, Elm Grove, WI
There are so many ways to be generous! In this workshop an Annex estate planning attorney and financial planner explore different ways to give. From donor advised funds to qualified charitable donations to trusts; we will introduce current strategies where it’s a win/win: for you and the charity!
Thursday, November 16, 2023
6:00 PM – 8:00 PM
Sharon Lynne Wilson Center For The Arts | 19805 W Capitol Dr, Brookfield, WI 53045
As Marquette heads into another basketball season filled with high expectations, we’d like to invite you and your family to a special event.
Annex Wealth Management is proud to sponsor a special one-night engagement of McGuire by Enberg, a one-man play highlighting the wit and wisdom of Marquette University Basketball Coach Al McGuire.
The play is written by McGuire’s Hall of Fame broadcast partner Dick Enberg and performed by acclaimed Tony Award-winning actor and Marquette alumnus Anthony Crivello.
Tasked with writing a eulogy after Al’s passing in 2001, Dick Enberg realized he had the makings of a touching, emotionally driven one-man play. Enberg called Al “a friend and the most intriguing person I have ever met…and no one is in second place.”
We invite you and three of your family or friends to join us for this special one-night engagement! Admission is complimentary, but RSVP is required.
REGISTRATION CLOSES ON MONDAY OCTOBER, 24th
Tuesday, October 31, 2023
Cocktails at 6:00 PM
Curtains at 7:00 PM
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