7/29/16

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK:

Missing The Best Weeks: A Mistake Investors Should Fear

In early February 2016, the S&P 500 fell as much as 15.2% from its all-time high of 2134.72, reached in August 2015. The pessimism was tangible. Fear permeated the investing landscape. And once again, despite “feeling different” this time, stocks quickly erased most of their losses in just a few short weeks. It took no time at all for the fear of further declines to morph into the fear of missing out.

If you missed the 10 best weeks – just 0.41% of the total number of weeks – you might just as well have invested in risk-free Treasury bills.

Missing the Best Weeks of the S&P 500: A Comparison (1970-February 2016)

Source: http://seekingalpha.com/article/3989001-missing-best-weeks-mistake-investors-fear

EVENTS:

Protecting Yourself (Or An Aging Parent) From Elder Financial Abuse

Learn about warning signs that an aging parent or other loved one may be the victim of elder financial abuse.
September 13 @ 6pm-7:30pm Mequon Branch Office – REGISTER 
September 15 @ 6pm-7:30pm Elm Grove Office – REGISTER
September 20 @ 6pm-7:30pm Appleton Office – REGISTER
September 22 @ 6pm-7:30pm Lake Country Office – REGISTER

Family Wealth Preservation

Learn about the importance of core estate planning documents, including: wills, trusts, powers of attorney and health care directives.
October 6 @ 6pm-7:30pm Lake Country Office – REGISTER
October 11 @ 6pm-7:30pm Mequon Office – REGISTER
October 13 @ 6pm-7:30pm Elm Grove Office – REGISTER
October 18 @ 6pm-7:30pm Appleton Office – REGISTER

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.

Passively Managed Funds vs. Actively Managed Accounts

Watch it: ANNEX TV

Meet Annex Wealth Management’s Director Of Estate Planning – Rich Behrendt, J.D. Rich Behrendt, Annex Wealth Management’s Director of Estate Planning, discusses his background and how much he enjoys helping people.