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™

Copyright © 2017 , All rights reserved.

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 511

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

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Axiom | Vol 511

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

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What Is Direct Indexing?

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

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Smart Habits of Rich Retirees

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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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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