Week In Review

Financial News: The Good, The Bad, & The Ugly

Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss positive S&P 500 earnings reports, some slowing economic numbers and treasury auctions.

Client Exclusive

You may have lost your paperless confirmation and statement delivery at Charles Schwab! 

When Schwab and TD Ameritrade merged in September 2023, Schwab honored paperless statement/confirmation delivery (e-delivery) for clients without creating their online Schwab Alliance credentials.

In order to retain the paperless statement/confirmation delivery, clients need to create a Schwab Alliance login and password.

If you did not create your Schwab Alliance login and password prior to March 27, your statement and confirmation delivery preference has reverted to paper delivery. You will see this change immediately.

Reenroll in paperless delivery! Visit www.schwab.com and follow the prompts to establish your unique Schwab login and delivery. Once successfully logged in, you can follow these instructions to change your statement and confirmation delivery preference.

Please reach out to your Wealth Manager or Client Service Manager with questions. Thank you!

Events

Join Us For These Upcoming Client-Exclusive Events!

BROOKFIELD | Destination: Retirement. Calibrating Your Plan.

WEBINAR | The Gift Of Education: Understanding 529 Plans & New Options

ICYMI

Watch Estate Planning Basics!

Events

This Week | Webinar: Understand Your WRS Pension Potential

Do you have questions about the State of Wisconsin Pension program and what it means to your retirement plan?

Join us April 30th as Annex Wealth Management’s Eric Strom and WTMJ’s Steve Scaffidi walk through how to look at your statement and answer your questions.

Events & Webinars

Annex Wealth Management provides free workshops, open to the public, on key wealth management topics.