In The News

Axiom Vol 9

8/21/16

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Some Athletes Are Chasing Huge Medal Bonuses

The glory of winning a gold medal is a massive incentive for athletes competing in Rio but the impressive bonuses add another more lucrative dimension to the games. The size of the bonus on offer varies hugely by country. For example, British athletes do not receive bonus for winning a gold medal whereas American competitors get $25,000 for every gold they take home.

Source: https://www.statista.com/chart/5448/some-athletes-are-chasing-huge-gold-medal-bonuses/


Watch It : ANNEX TV

Annex Wealth Management’s Director of Client Learning and Development Deanne Phillips discusses the five key attributes you’ll need to be a DIY investor. She also provides a few good questions to ask throughout the process.


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.

Gold: To Buy or Not To Buy?

Annex Wealth Management’s Chief Investment Officer Derek Felske, CFA discusses the pros and cons of buying gold.

401(k) Contributions Inside & Outside of the Office

Annex Wealth Management’s Director of Wealth Management Services Mark Beck provides discusses contributing to a traditional 401(k) at work and a Roth RIA outside of work.

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:
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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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Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

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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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