Annex is a registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.
Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We’ve earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process.
Let’s hope this is a green shoot. #Mortgage demand is climbing - and this is good news since purchase volume was just off slightly and is coming back from 6 weeks ago when it was down 35%. #MoneyTalkMinute
In Case You Missed It: The #economy continued to report abysmal numbers - while the markets continued to show strength. Who's right and who's wrong? How long can this detachment last? Annex Wealth Management's Derek Felske and Mark Oswald discuss.
The economy continued to report abysmal numbers - while the markets continued to show strength. Who's right and who's wrong? How long can this detachment las...
The new #Facebook Shops is now live. It lets people buy directly from a business’ page or Instagram profile. It’s a quick way to go to market and avoids climbing on board with #Amazon or #Google. #KnowTheDifferenceMinute
Back to work in the Motor City as #GM, #Ford, and #Fiat #Chrysler began to restart factories today. 80% of Ford workers are back with about 1/3rd reporting for duty at GM and Fiat Chrysler. #MoneyTalkMinute
In a snapshot of pandemic consumer spending, #Walmart, #Kohls, and Home Depot have different stories to tell. #KnowTheDifferenceMinute
Sign up for one of Annex Wealth Management’s free, interactive webinars! Here’s what we’ve got coming up:
- Women & Wealth: Investing with Confidence | 5/27/20
- How The SECURE Act Changes My Retirement | 6/3/20
- The Annuity Enigma | 6/18/20
- COVID-19: How Government Stimulus Impacts You Now | 6/24/20
Signing up is as easy as heading to: annexwealth.com/events
Annex Wealth Management's Financial Planning Manager, Randy Winkler, CFP® discusses how The SECURE Act and The CARES Act impact Required Minimum Distributions (RMDs). #SECUREact #CARESact
You can feel it. People are itching to get out. And, according to a new survey from GasBuddy.com, over 30% of Americans are ready to road trip this summer. #KnowTheDifferenceMinute
In Case You Missed It: The global crisis continues, spawning continued negative reports, but the #markets have stayed disconnected from the bad news. How long will that disconnection last? Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss.
The global crisis continues, spawning continued negative reports, but the markets have stayed disconnected from the bad news. How long will that disconnectio...
There are times when do-it-yourself is a great way to go if you're handy and everything goes well. That's fantastic. What about when you find yourself in stormy conditions and perhaps a little bit over your head? Brandon Lehman, Wealth Manager at Annex Wealth Management is here to discuss why working with a trusted advisor could benefit you in the long run.
#Airlines are going to have a tough enough time as we emerge from the #pandemic. Even with lower passenger volume, the new challenge might be having to arrive at the airport up to 4 hours preflight. 9/11 and the TSA created the early arrival we were somewhat used to, but 4 hours is a new record. #KnowTheDifferenceMinute
One concern as we stumble toward #reopening is luring workers back who would have to take pay cuts because of large #unemployment checks. Can those workers refuse? Would that affect their unemployment? It’s complicated. #KnowTheDifferenceMinute
Hard to believe, but #Costco just reported a decline in its monthly sales for the first time in years as mandatory store closures, social distancing and stay-at-home restrictions took its toll. #MoneyTalkMinute
Silent auction is LIVE until 9pm CST! Text STRONGER to 76278 or visit stronger.givesmart.com. Make sure to tune in tonight at 7pm CST for the #StrongerTogether virtual gala!
We cannot wait for tonight's #StrongerTogether virtual gala at 7pm CST! You can view it on our Facebook, Instagram, and YouTube channel. Tune in to hear our incredible guests share their stories as we raise money for innovative cancer research and treatments!
Children's of Alabama
Turns out, #Peloton survived the aftermath of their holiday TV commercial and is thriving in a pandemic world. Quarterly sales of their connected fitness line are up 66% with almost 900,000 subscribers. #KnowTheDifferenceMinute
In Case You Missed It: While GDP and Employment report significantly negative numbers, the markets continue to rise above the bad news. Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss what may be driving the market's dissociation and what you should do to react. #WeekInReview
While GDP and Employment report significantly negative numbers, the markets continue to rise above the bad news. Annex Wealth Management's Dave Spano, Derek ...
Millions of #jobs have been lost due to COVID-19. What should you do if that happens to you? Two members of our Financial Planning Team - Randy Winkler, CFP®, Financial Planning Manager and Patrick Noble, Financial Planning Specialist, are here to talk about it. #TheCARESAct
Its not much, but one pandemic silver lining is the huge drop in #robocalls with call centers in India, Pakistan, and the Philippines shut down. Turns out robocalls still require actual people. #MoneyTalkMinute
COVID-19 is hitting meatpacking plants particularly hard and many are slowing operations or closing entirely which is putting a crimp in the food supply. #MoneyTalkMinute
#Beer is back led by budget brands like Miller Lite, Michelob Ultra, and Natty Light, all with double digit growth.
There are three potential paths for your 401(k) if you've recently lost your job. Tom Parks, AIF®, CRPS®, Director of Retirement Plan Services, discusses the pros and cons of each. #401k #RetirementPlanning
In Case You Missed It: Annex Wealth Management's Derek Felske and Mark Oswald recap an incredible April for the economy and discuss some of the figures that made it so unique. #WeekInReview
Annex Wealth Management's Derek Felske and Mark Oswald recap an incredible April for the economy and discuss some of the figures that made it so unique. Lear...
Like the rest of us, #Starbucks wants to return to normalcy. Their CEO has announced a plan to open over 90% of stores. #MoneyTalkMinute
As Asia recovers and returns to work, hitting production targets isn’t a sure thing. So, Apple is pushing the #5GiPhone release by a month. #MoneyTalkMinute
As companies prepare to return to business, one of their biggest hurdles might be the #FederalPandemicUnemploymentCompensation checks that are providing an extra $600 a week. #KnowTheDifferenceMinute
Looking forward: Annex Wealth Management's Mark Oswald and Derek Felske outline seven reasons for a potential rally in the U.S. stock market.
Now is a particularly good time to review your #EstatePlan. Jill Martin, Estate Planning Attorney at Annex Wealth Management, tells us why. #KnowTheDifference
In Case You Missed It: #Employment is historically bad. PMI numbers are abysmal. So why are the markets rallying? Will this "narrow" rally lead the economy back from the brink or will there be another retraction? Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald explain and discuss where we are and where they think the economy is headed. #WeekInReview
Employment is historically bad. PMI numbers are abysmal. So why are the markets rallying? Will this "narrow" rally lead the economy back from the brink or wi...
According to the National Association of Realtors, sales of existing homes fell by 8.5% in March. #MoneyTalkMinute
Who's excited? This year’s #NFLDraft will be the most bet-on-ever with online sportsbooks estimating $5 million in wagers. #KnowTheDifferenceMinute
Originally aired: 4/15/20
#AbbottLaboratories announced today the launch of its 3rd #CoronavirusTest and said it could be screening up to 20 million people in the US for COVID-19 antibodies by June. #KnowTheDifferenceMinute
Originally aired on 4/20/2020
#OilFutures are priced on monthly contracts - today, they did something that's never been done before. The May contract closed down 300% and -$38 per barrel. #MoneyTalkMinute
In Case You Missed It: This week saw unemployment numbers hit records - and promise to rise. Meanwhile the markets closed the week higher, as word of states returning to work started to be reported. Wisconsin's return may not come all at once - instead it may return slowly. Annex Wealth Management's Dave Spano, Derek Felske, and Mark Oswald discuss. #WeekInReview
This week saw unemployment numbers hit records - and promise to rise. Meanwhile the markets closed the week higher, as word of states returning to work start...
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Private Wealth Advisor at Zoetic Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC.
Fee-only, fiduciary advisors who listen and truly care about what is important to you. We provide pure, unbiased financial planning advice.
We are a full-service tax and wealth management firm with the goal of making a significant difference in our client's lives.
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Dave Buchanan is a Northwestern Mutual Financial Representative who helps individuals and small business owners achieve financial security.
I have completed advanced education and licensing requirements. Which means I can provide comprehensive, customized financial guidance for you.
Established in 1992 by Robert J. Feest our company has grown to a full service multi line insurance agency. We now offer all lines of personal insurance.
Financial Planning, Retirement Planning, Investment Advice / Recommendations Portfolio Management
Becky Fansher, CLU, CLTC, RICP is a Northwestern Mutual Financial Advisor who helps individuals and small business owners achieve financial security.
Daniel G. Krivos, CLU®, ChFC®, CLF®, is a Northwestern Mutual Managing Director & Wealth Management Advisor who will help you achieve financial security.
Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning, Education Funding, Long Term Care Planning
Adam Keller is a Wealth Management Advisor with Northwestern Mutual. He helps individuals and business owners achieve financial security.