In The News

Axiom Vol 15

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™

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 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

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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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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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Unleash the Power of What's Next

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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