Axiom Vol 34

2/12/17

FEATURED: Talking Debt, Savings, And Retirement With A Millennial

Annex Wealth Management’s Tom Parks heard a disturbing statistic – that Millennials were spending more on coffee than saving for retirement. He sat down to talk debt, savings, and retirement with Courtney, a member of the Annex Wealth Management Team who is a  Millennial.
 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

New iPhones and Batterygate Help Apple Beat Samsung

Having sold 78.3 million iPhones in the holiday quarter, Apple climbed back to the top of the smartphone market for the first time since 2011. While Apple has the new iPhone 7 and 7 Plus to thank for its resurgence, the company’s fiercest competitor Samsung won’t have to look too long for the reasons behind its shortfall.

Still dealing with the fallout of the Galaxy Note 7 debacle, which saw the company first recall and then scrap its most recent flagship release for faulty batteries, Samsung shipped 77.5 million devices in the past quarter, just 0.8 million shy of Apple’s result.

Source: https://www.statista.com/chart/7941/apple-vs-samsung-smartphone-shipments/

ANNEX EVENTS

 

A Map To Managing Retirement

 

February 22, 2017
6:00 PM – 7:30 PM

Retirement is not the last square on your life’s game board. There are lots of winning decisions left to make.
You need a strategy that:
• Manages taxes and costs to preserve savings
• Optimizes rollovers and distributions
• Prevents damage from ill-timed withdrawals

 

Free Event – Reservation Required

For more upcoming Annex events CLICK HERE

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.

Know The Difference™ Minute: What’s The Dodd-Frank Act
& What Will Happen To It Under Trump?

Originally Aired 01/12/17. Annex Wealth Management’s Dave Spano explains what the Dodd-Frank act is, and how the Trump administration plans on dealing with it.

TPP & NAFTA: What Exactly Do They Mean?

Annex Wealth Management’s Dave Spano and Mark Oswald talk the Trans-Pacific Partnership and NAFTA, what those proposed trade agreements were and represented.

The Impact Of Potential Trade Wars & Tax Cuts

Annex Wealth Management’s Dave Spano and Mark Oswald talk the financial landscape, and the impact of trade wars and changes in the tax code for both individuals and businesses.

Ramifications of Selling a Primary Residence and Gifting the Proceeds

Annex Wealth Management’s Dave Spano and Mark Oswald take a question from a caller about a family member who sold his house and the tax ramifications for people who lived in a primary residence.

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