1. The Powell Pause, Earnings, & The Jobs Report. 2. Join Us! Are Annuities Worth It? 3. Naples Branch Open House! 4. Retirement Savings | Roth vs. Traditional 401(k). 5. Retaining 529 Investment Value | 401(k) vs. HSA | Investing In Defense Oriented Companies | Ask Us A Question!  6. It’s Getting Too Expensive To Have Fun? 7. Stay Secure!

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. 

The Powell Pause, Earnings, & The Jobs Report 

The markets rallied this week, treasury yields fell significantly, and the Powell pause continues. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

2 |Register Now!

 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

3 | Did You Know?

Behind the scenes information to help you get to know more about Annex Wealth Management. 

Naples Branch Open House!

Did you know Annex’s Naples Branch is having an open house on November 16th from 2:00-5:00 EST?

Did you know Annex‘s Naples Branch is having an open house on Thursday, November 16th from 2:00-5:00 EST? Please mark your calendars & join us to celebrate the grand opening of our Naples Branch’s new location! We’ll be celebrating the grand opening of our beautiful new office. Stop by, take a tour, and meet the team lead by Branch Director Robert Chastain! The mayor of Naples is also scheduled to make an appearance! This is an open house-style event. See you there! 

When? Thursday, November 16, 2:00-5:00 EST

Where? 4901 Tamiami Trail

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.  

Retirement Savings | Roth vs. Traditional 401(k)

Roth accounts might not be the best choice for everyone, and deciding how much of your money should go into Roth versus a Traditional 401(k) entails calculating your current spending, future taxable income, life expectancy and other factors, some of which are unknowable.

Annex Wealth Management’s Tom Parks, AIF®, CRPS™ breaks it down. 

5 | Ask Annex

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. 

Retaining 529 Investment Value | 401(k) vs. HSA | Investing In Defense-Oriented Companies

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. 

It’s Getting Too Expensive To Have Fun?

Concert tickets can be seen as an investment, but just how much are American’s willing to pay to attend a live musical showcase and how much is too much? 

Over time, live concerts have progressed from being a one-man band to captivating experiences with high-tech platforms, pyrotechnics, colossal display screens, revolutionary lighting & powerful dancers accompanying the artist. That’s why, in today’s era of hyped marketing and sky-high revenues, such expensive concert tickets are viewed as an investment and people are willing to pay general sale prices & inflated resale prices (Source).  

Now, switch gears & tune your brain into the jingle of Jeopardy and give us your best guess (no cheating or searching) in the format of Jeopardy using the clue:  

7 | Client Exclusive

Tips, strategies & information written exclusively for Annex clients. 

Stay Secure!

Now’s the time to change your statement delivery preference to secure online access! 

Online access to your Annex Wealth Management Quarterly Performance Report’s safe, quicker than paper statement and efficient. Choose to receive your Annex Quarterly Performance Reports via secure online access versus mailed paper statements, & Annex will make a $25 donation in your name to an area charity through the Annex Charitable Foundation. 

Since Annex Wealth Management launched the Annex Charitable Foundation in 2018, we’ve contributed over $400,000 dollars to area non-profit organizations in our local communities. We’re proud of our commitment to both the community and our clients. 

Simply select the “ENROLL HERE” button below to complete the opt-in form.

You’ll be able to choose the recipient of the donation from a pre-selected list of worthy recipients or select a general donation to the Foundation to help local projects and organizations. 

Online access to your Quarterly Performance Reports is safe, secure, and powered by our sophisticated encryption that will help keep your data from both physical and digital threats. 

• • • • You’ll access your Performance Reports through the Client Center on Annexwealth.com.
      • You’ll receive an email notification when your quarterly reports are available.
      • You’ll continue to have the ability to print reports or pages at home.

Annex Wealth Management has continuously demonstrated a heart for supporting difference makers in local communities, and we’re excited to extend this giving opportunity to our clients. 

| Annex In Action

The Annex team regularly seeks out opportunities to support and participate in events throughout the community.   

Outside of work, Annex’s own, Robert Chastain, Branch Director, Naples Office, belongs to the Greater Naples Officiating Association (GNOA), a partner with STARability. As a part of Naples’ officiating crew and the GNOA partnership, Robert works alongside participants of STARability, guiding individuals with special needs as they work as ball people during football games, towards their ultimate dream of someday earning their zebra stripes.  

STARability Foundation in Naples is a non-profit organization existing to transform the lives of people with intellectual and developmental disabilities through an inclusive community that shines light on ability, not disability (Source).   

During football season, you can find Robert under the Thursday night lights.

“I get way more from the participants, than they get from me.” -Robert Chastain. 

| 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 Exclusive

“Tax Planning In Uncertain Times” reviews several key strategies for the remainder of 2023 & upcoming in 2024, and if they’ve changed from last year. 

Get the Annex Wealth Management Year-End Tax Planning Guide. It will help you decide if you should update, eliminate, or calibrate your 2023 Tax Plan.

| Graphonomics

3 Graphs that will help you make sense of the economy.

| 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

Annex Wealth Management Elm Grove Office | 12700 W Bluemound Rd, Elm Grove, WI

Join us for a lively, interactive workshop where we will be discussing moving in retirement. Many are considering moving before or in retirement. As you make your decision, we’ll give you several key points to consider before you make your move – and why you should know the difference between residence and domicile.

Thursday, December 21, 2023

6:00 PM – 8:00 PM