Week In Review
Israel unleashed a pre-emptive attack on Iran and Iranian nuclear facilities. What will that mean for oil prices and the economy? Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss.
This Father’s Day, we celebrate the incredible fathers, father figures, and mentors who shape our lives with strength, wisdom, and unwavering support.
Thank you for everything you do. We wish you a joyful and relaxing Father’s Day filled with love, laughter, and appreciation.
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What’s A NQSO or NSO?
Annex Wealth Management’s Tom Berkholtz explains.
Events
JUNE 25 | 8 Tips For Smarter Charitable Giving
Charitable giving is one truly impactful path to achieving those goals. If you seek strategies to both build your legacy and maximize the positive impact on your personal financial situation, register for “8 Tips for Smarter Charitable Giving” today! This client-exclusive webinar will be able to give special insight into how our team could advise individuals who work with Annex.
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Crypto In Your 401(k): Good Idea or Bad Idea?
Cryptocurrency. For some, it’s a mystery investment. Tons of news coverage. Lots of buzz. Piles of confusion. Plenty of skepticism. To others, it’s seen as the pathway to riches – or at least the moon. It’s very much a modern phenomenon that has been debated and argued over for as long as it has been around.
The DOL has now rescinded their previous guidance cautioning retirement plan fiduciaries on the investment of 401k plan assets in cryptocurrency and other digital assets.
With this go-ahead, should you add a crypto option to your 401k? Tom Parks, Director of Retirement Plan Services, gives his thoughts.
Events
WOMEN & WEALTH | 5 Market Volatility Tips *(& 1 Not-So-Secret Weapon)
Volatility is part of life. We experience it in our personal lives, facing world events and in the investment markets. There might be a path to less volatility anxiety.
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Know someone in the market for a financial advisor? Share this segment with them, where members of our team walk through the journey of an Annex Wealth Management Client.
Working With A Fiduciary: The Journey of an Annex Wealth Management Client
