11/27/16

Leading Through Communication

Will recent shifts in the bond market continue? Annex Wealth Management’s Director of Wealth Management Services Mark Beck received questions from clients, so he and Chief Investment Officer Derek Felske recorded this piece for clients a few days ago. It’s part ofAnnex Wealth Management’s commitment to to delivering valuable, relevant information to our clients.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

We’re Using Mobile Devices To Help Us Shop

A recent survey showed that over 3/4 of smartphone owners plan to use their device while shopping in a brick and mortar store. Here are some of the many reasons shoppers rely on their smartphone:

Bring A Smile To Their Face. And Yours.

Annex Wealth Management is again partnering with WSSP radio as a Title Sponsor of the 2016 Toy Drive to Benefit Children’s Hospital of Wisconsin. They’ll smile – and you will too. Bring a toy or a tax-deductible check to our Elm Grove Office.

BEST OF OUR RADIO PROGRAMS

FEATURED: Benefits of a Team Approach On Your Retirement “What-Ifs”

Annex Wealth Management’s Mark Oswald and Deanne Phillips discuss how an elite team of planners could help to address many of the “what-ifs” in retirement.

Will Muni Bonds Be Included In My MAGI?

Annex Wealth Management’s Deanne Phillips and Mark Oswald discuss muni bonds and whether they are included in MAGI calculations.

What’s An Annuity And When Is It A Good Investment?

Annex Wealth Management’s Ken Symes and Mark Beck explain what an annuity is, and the benefits and downsides to investing in them.