Axiom Vol 20

11/13/16

FEATURED = In Volatile Times, The Media Turns To Annex Wealth Managment For Insight

If you’re looking for evidence that Annex Wealth Management’s team is a trusted source for insight and advice, Wednesday, November 9 is a great example. The unexpected election of Donald Trump as President of the United States left many pollsters, pundits, and investors, with questions about the future. READ MORE


 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

 

Net sales revenue of Amazon from 2004 to 2015 (in billion U.S. dollars)

Shopping at amazon has increased over 100 billion dollars in just over ten years.

 

Source: https://www.statista.com/statistics/266282/annual-net-revenue-of-amazoncom/


WATCH IT: Annex TV

Navigating The Markets – Video Of A Live Annex Wealth Management Event

On October 26, 2016, Annex Wealth Management hosted an event for people who had not spoken to or met with the Annex Wealth Management team. Hosted by Annex Wealth Management’s Deanne Phillips and featuring President & CEO Dave Spano and CIO Derek Felske, the night featured an interactive experience where attendees could vote from their smart phone and plenty of information and insight on the market picture at the time.

 


EVENTS

 

November 17 @ 6:00pm – 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.

FEATURED: Post-Election Market Update

The tumult and rancor from this year’s election may have raised concerns about the markets. Annex Wealth Management’s President & CEO, Dave Spano and Chief Investment Officer Derek Felske shared some of their observations on the markets.

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 514

Axiom | Vol 514

Week In ReviewEarnings Near Historically High LevelsEarnings continue to shine broadly across the market, jobs numbers show continued good news, and...

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Axiom | Vol 514

Axiom | Vol 514

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

read more