Axiom Vol 28

1/1/17

FEATURED: 10 Financial Resolutions For The New Year 

Now that the last chorus of Auld Lang Syne has been sung and the champagne and noise-makers have all been put away, many of us will turn our attention to making New Year’s resolutions.  What a great opportunity to get one’s financial house in order! Towards that end, here are some suggested financial resolutions to start your New Year off right. READ MORE


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

 

New Years By The Numbers

Planning on how to keep your resolutions is as important as the resolutions themselves. What are your resolutions this year?

Source: https://www.columnfivemedia.com/work-items/infographic-new-years-facts-by-the-numbers


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.

Looking Back: The 2016 Stock Market

Annex Wealth Management’s team look back at 2016 and recall the Dow’s biggest highs and lows through the year.

The Strength Of The U.S. Dollar

What does the dollar’s rally mean for inflation and the markets? Annex Wealth Management’s team discusses the impact of the strengthening dollar.

The Balanced Approach & The Construction Of The Dow

Currently, Goldman Sachs is more impactful to the Dow Jones Industrial average than Apple, because the Dow Jones Industrial Average is price-weighted. The Annex Team talks about why the Dow crossing arbitrary milestones may not be an accurate reflection of the American economy or the average balanced portfolio.

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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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.

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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.

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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.

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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