Axiom Vol 12

9/9/16

FEATURED: Mirror, Mirror, On My Financial Wall: Why Calculating Your Net Worth Is Important

“Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will give you a clear picture of your financial health, and help you quickly determine whether you’re increasing your wealth or getting yourself deeper into debt….” READ MORE


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

American Adults’ Biggest Financial Worries 

American adults financial worries have increased from last year, and their top concerns have trended upwards for the past couple of years now, per results from Gallup’s latest annual “Economy and Personal Finance” survey.


 

EVENTS

 

September 14 @ 6pm-8pm JK Lee Black Belt Academy

Wear comfortable clothes that let you move and join us for a hands-on self-protection workshop and identity protection discussion!

LEARN:
• the latest physical techniques for quickly dispatching an attacker from 5th degree black belt Master Susan Miller
• steps you can use to protect your identity and assets from those seeking to steal and abuse them from Annex Wealth Management’s Director of Client Learning

For the full list of upcoming events visit our EVENTS PAGE


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.

The IRS Scam

Annex Wealth Management’s Director of Estate Planning Rich Behrendt – a former employee of the IRS – talks about a common scam that still trips up innocent people today.

What Is The Difference Between Hedge Funds & Mutual Funds?

Annex Wealth Management’s President and CEO Dave Spano, CFP and Annex Wealth Management’s Chief Compliance Officer Mark Oswald discuss the difference between mutual and hedge funds and what “2 and 20” means.

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 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | The Early Retirement Checklist | Listen To Us On The Radio!

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Axiom | Vol 516

Axiom | Vol 516

What Worries Investors May Not Worry Markets | What To Know About Financial Advisor Fees | Fee-only, fiduciary advice wherever you are on your journey. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy

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Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

read more
Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | 8 Tips For Smarter Charitable Giving | WEBINAR | The Early Retirement Checklist

read more
Axiom | Vol 515

Axiom | Vol 515

Tough Decisions Ahead For The New Fed Chair | Luxury Isn’t a Price Tag: Redefining the ‘Biggest Day’ with Wedding Pros | Listen To Wealthyist | THURSDAY | How Women Can Prepare Financially for the Unexpected | WOMEN & WEALTH | Things To Prepare For Before Retirement | A New Chair At An Awkward Time | Read Monthly Macro & Market Musings | Next-Level Travel: Security, Planning & Dream Building | Jet OUT WAUKESHA | The Early Retirement Checklist

read more