Axiom Vol 35

2/19/17

FEATURED: Annex Wealth Management Quoted In Blooomberg BNA, Investment News & Accounting Today – Again!

Interested in what experts thought of a potential estate tax repeal, Bloomberg BNA, a publication which provides legal, tax and compliance professionals with critical information, practical guidance and workflow solutions, turned to a trusted member of the Annex Wealth Management Team – Director of Estate Planning Rich Behrendt, J.D. Behrendt’s insights also found their way into Accounting Today and Investment News. READ MORE

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

‘The Oscar Effect’ May Be Overrated

An Oscar is seen by most as the highest accolade a film, actor or producer can receive. While there is no accounting for taste, an Academy Award is as close to a guarantee of quality you can get. Nevertheless, a survey by YouGov has shown that an Oscar win seemingly has little effect on potential viewers. Of the 1,000 respondents, only 20 percent said the award would make them more likely to see the film. An overwhelming 68 percent remain apparently unimpressed, saying their decision to head to the movie theater or not would remain unaffected.

https://www.statista.com/chart/8141/the-oscar-effect-may-be-overrated/

ANNEX EVENTS

A Map To Managing Retirement

March 8, 2017
6:00 PM – 7:30 PM
Butte des Morts Country Club
3600 W Prospect Ave
Appleton, WI 54914

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: Chance The Rapper

Chance the Rapper’s success speaks to the rapid change in media: how we consume it, the model for profit, and the scramble to determine a new financial model by media companies across the industry.

Most Financial Professionals Are Not Fiduciaries

Annex Wealth Management’s Dave Spano and Mark Oswald talk about President Trump’s executive order, the DOL Fiduciary Rule, and that most people believe their advisor is a fiduciary when they are actually not. The team recommends you get it in writing from your advisor.

Saving For Your Child’s College: Edvest Is A Great Place To Start

Annex Wealth Management’s Dave Spano and Mark Oswald talk about the tax advantages and choices available to you when you start saving for your kids’ education.

What Is A Trade War And Is The United States Headed Into One?

Annex Wealth Management’s Dave Spano and Mark Oswald talk discuss the definition of a trade war, and the impact of a potential trade war with the United States’ trading partners.

There’s a significant difference between

financial advisors. Know The Difference™

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