In The News

Axiom Vol 4

7/08/16

FEATURED: Global Risks Drive Low Interest Rates

Since the 2008 financial crisis, very low interest rates around the world, including in the four largest developed economies of Japan, Europe, China and the United States have been the “new normal.” A zero interest rate policy – known as ZIRP – has been the pervasive… READ HERE. 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK:

Facebook Inc. Dominates the Social Media Landscape

Facebook’s presence in social media is massive – and extends far beyond the 1.6 billion people who use Facebook, the social media site. This chart from Statista’s Digital Market Outlook indicates that Facebook Inc. owns four of the world’s largest social media/messaging services.

Source: https://www.statista.com/chart/5194/active-users-of-social-networks-and-messaging-services/

 


 

BEST OF OUR RADIO PROGRAMS:

Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

Rollovers, JOLTS, QUITS

Annex Wealth Management’s Mark Oswald discusses options for your retirement plan or 401(k) when you leave a job and start at a new place of employment.

Is Gold A Good Investment?

Annex Wealth Management’s Mark Oswald and Derek Felske talk about the emotional and financial truths you should consider before investing in gold.


Watch it: ANNEX TV

 

Managing Your Employee Retirement Plan Can Leave You #stressedout

Annex Wealth Management’s Director of Retirement Plan Services discusses something you can identify with –
something that is infiltrating your workplace and maybe even your office.

There’s a significant difference between

financial advisors. Know The Difference™

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Securities offered through H. Beck Inc. Member FINRA & SIPC.
Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122

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Axiom | Vol 509

Axiom | Vol 509

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 509

Axiom | Vol 509

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Before You Raid Your 401(k), Watch This

Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

read more
Before You Raid Your 401(k), Watch This

Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

read more

Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

read more

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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From Annex Wealth Management

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