In The News

Axiom Vol 16

10/09/16

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Email Is Evolving & Time Spent With It Growing

Email usage is on the rise, driven primarily by consumers’ shift to mobile, according to a new study by Adobe Digital Insights (ADI). At the same time, email is evolving: It’s less formal in a world that is moving toward texting and emojis and in which smartphones are the preferred device for accessing email.

*Source: http://www.cmo.com/adobe-digital-insights/articles/2016/9/30/adobe-email-survey-2016.html#gs.bFt84iQ

EVENTS

October 13 @ 6:00 pm – 7:30pm Butte Des Morts

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.

The Next President May Shape Fiduciary Rules

Annex Wealth Management’s Dave Spano and Mark Oswald discuss the Department of Labor’s Fiduciary Rule, and the difficulty other firms will encounter in treating some funds as a fiduciary and others as a non-fiduciary.

Negative Growth Earnings; What Does That Mean?

The term “negative growth earnings” may be confused with other terms. Annex Wealth Management’s Mark Oswald and Dave Spano discuss the term “growth earnings” and the impact it has on the economy.

There’s a significant difference between

financial advisors. Know The Difference™

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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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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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 16

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Email Is Evolving & Time Spent With It Growing

EVENTS

BEST OF OUR RADIO PROGRAMS

The Next President May Shape Fiduciary Rules

Negative Growth Earnings; What Does That Mean?

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management