9/30/16

WATCH IT: Annex TV

Questions To Ask A Financial Advisor, Part I
Annex Wealth Management’s Director of Client Learning & Development Deanne Phillips details three questions you should ask your current or potential advisor. Make your advisor earn your trust with transparency.


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Cost of Making the iPhone 7

So we know how much we have to pay for an iPhone 7, but how much does it cost Apple to produce it? A lot less. According to estimates by IHS, the material and manufacturing costs (excluding other expenses such as R&D and marketing costs) of the cheapest iPhone 7 amount to $224.80. While that may not sound like a lot, it is till the most expensive standard-sized iPhone Apple has ever made, as our chart illustrates.

*Source: https://www.statista.com/chart/5952/iphone-manufacturing-costs/


 

EVENTS

 

October 5 @ 6:00 pm – 7:30pm Elm Grove Office

WE’LL COVER:

• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less
• If you rollover or distribute your 401k or IRA incorrectly, it can cost you
• Withdrawing too much too soon can be deadly to a portfolio

LEARN HOW TO:

• Understand your sustainable withdrawal rate
• Recognize important IRA milestones

 

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.

Navigating Risks

In a yield-starved world, today’s economy tends to guide people from bonds to equities. What we’ve seen yield-sensitive sectors underperform anticipating the Fed changing rates.

Exclusive Content: Dave Spano & Mark Oswald Talk OPEC & The Debate

In a segment recorded 09/23/2016, Dave And Mark discuss OPEC and anticipate a meeting that took place September 25-26-27. Mark and Dave look at historical trends and implications of decisions made at that meeting, and anticipate the debate that took place on September 26.

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:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122