In The News

Axiom Vol 5

7/17/16

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Pokemon Go An Instant Hit For Nintendo

Nintendo’s new smartphone game Pokémon Go is barely a week old – but has turned out to be an instant hit. According to numbers published by Similar Web, the game is on track to overtake Twitter in terms of daily active users and is already being used more heavily than popular messaging apps. Nintendo’s stock price has increased by almost 25 percent during Monday’s trading in Tokyo, resulting in an $9.3 billion increase in the company’s market cap this week alone.

Source: https://www.statista.com/chart/4569/nintendo-s-software-sales/

 


 

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.

10 Year Treasury Yield vs S&P 500 Dividends

Annex Wealth Management President and CEO Dave Spano talks about what history tells about stock market momentum when stock dividends exceed Treasury Bond yields.

Portfolio Review

Annex Wealth Management President and CEO Dave Spano discusses what to expect when you come in for a free portfolio review.


Watch it: ANNEX TV

 

What John Oliver Got Right About Setting Up A Retirement Plan

Setting up and managing a retirement plan for your employees doesn’t have to be that complicated. But it is. Annex Wealth Management’s Director of Retirement Plans Tom Parks discusses HBO’s John Oliver’s piece on financial advisors and retirement plans.

Was John Oliver Right About Wealth Management Titles?

There are over 200 different titles and designations at use in the financial industry, and HBO’s John Oliver focused on how meaningless many of them are in his piece on financial advisors. Annex Wealth Management’s Deanne Phillips responds to Oliver’s observations – and gives advice on what’s important when seeking a financial advisor.

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:
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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

read more
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

read more
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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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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