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Axiom Vol 23

12/4/16

Annex Wealth Management’s 10th Toy Drive

We’d like to thank all of our staff, partners and clients who donated to make this Christmas a special one for children at Children’s Hospital Wisconsin. We delivered plenty of wonderful toys for the kids on Friday!


3 Advantages An IRA Has Over A 401(k)

A recent study revealed that only 18 percent of Americans contribute to an IRA, and over 40% couldn’t describe what an IRA is. Here are three reasons you may want to learn more about the power of IRAs.


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

 

If You’re Not Done Shopping, You’re Not Alone

Source: Ampere Analysis


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.

Emerging Market Stocks

Members of Annex Wealth Managemen team talk about stocks in emerging countries, and the impact valuations have had on them.

Post Election Rally: Is This Typical?

Annex Wealth Management’s Dan Brown details the elements of the “Trump Rally” and whether the phenomenon is an historical anomaly.

Buying Dividends: An End of Year Pitfall

Two members of Annex Wealth Management’s team talk about avoiding buying dividends, a pitfall investors sometimes fall into at the end of the year.

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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

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Solo Aging

Solo Aging

The “solo aging” trend is reshaping not just lifestyle decisions but also financial, legal, housing, and health-care planning. Financial Planning...

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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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