In The News

Axiom Vol 29

1/8/17

FEATURED: What Does The Strong Dollar Mean?

The terms “strong dollar” and “weak dollar” reflect how the dollar compares to other international currency. If the dollar is worth more than other currencies, it’s considered “strong’; if the dollar is valued less than other currencies, it’s considered “weak.” The comparison is tracked by indexes like the U.S. dollar index, a measure of the dollar versus other world currencies. SEE THE FULL INFOGRAPHIC HERE


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

 

Average Length Of Time Americans Keep New Year’s Resolutions

It may not be surprising to discover that the top New Year’s Resolution for 2017 was to lose weight and eat healthier. Make better financial decisions was the third most popular resolution. What may surprise you is how long we keep our New Year’s Resolutions. It turns out people who explicitly make resolutions are 10 times more likely to attain their goals than people who don’t explicitly make their resolutions.

Source: http://www.statisticbrain.com/new-years-resolution-statistics/


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.

Understanding Total Return

The Annex Wealth Management team discusses total return vs. price return, and what clients see when they look at their portfolios.

Credit Sensitive Bonds

Credit-sensitive bonds are more sensitive to the underlying financial strength of the company as opposed to the direction and strength of interest rates.

Why A Price-Weighted Index Isn’t Always A Good Indicator

The Dow Jones average is a price-weighted average, meaning that the stock with the highest price has the highest weight. Annex Wealth Management’s Dan Brown explains why, as a Certified Financial Analyst, the Dow Jones Industrial Average is his least favorite stock index.

There’s a significant difference between

financial advisors. Know The Difference™

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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:
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The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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Whose Name Goes First On A Joint Tax Return?

Whose Name Goes First On A Joint Tax Return?

Today we are taking a closer look at how people decide whether moving money into a Roth account makes sense for their long-term financial plan. The choice can offer powerful tax advantages, but it might not be the right move for everyone. Annex Wealth Management’s Mike Dodge and Drew Powell help us understand when this strategy can be a smart opportunity and when it may create more problems than it solves.

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Axiom | Vol 507

Axiom | Vol 507

Cost Of Conflict May Offset Higher Tax Refunds | More Than Just an AI Sugar High | Read Macro & Market Musings | Money Guilt: Practical Ways To Heal & Deal | ICYMI | Annex University: Long Term Care Basics | Private Markets & Diversified Portfolios | Listen To Wealthyist | The Early Retirement Checklist

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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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