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HomeWealth Management Learning CenterPlanning In A Downturn: Not Everyone Has A Cardi B

Planning In A Downturn: Not Everyone Has A Cardi B


As the markets await the Fed’s next rate decision, many indicators seem to indicate an economic downturn – and the potential that some areas may worsen in the coming months. It may be time to review what you own, and why – or look for a wealthy relative to assist. Not everyone has the latter choice.

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Have questions about financial and retirement planning, estate and legacy planning, investment management, insurance assessment, 401(k) plans for business, tax preparation and planning or other topics? Annex Wealth Management is here to help.

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, we're held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.

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