Axiom Vol 39

3/19/17

WATCH IT: Good Question – Annex Wealth Management

Annex Wealth Management’s :30 spot appearing during the NCAA tournament. WATCH IT

Nominations now accepted for the Know the Difference™ Award!

The Know the Difference™ Award presented by Annex Wealth Management and Vince Lombardi Cancer Foundation, recognizes someone who:

Gives above and beyond to those dealing with cancer
Performs special acts of kindness to have a positive impact
Builds the morale of people going through cancer and/or caregivers that care for them and much more.

Read about last year’s Know the Difference™ Award winner, Patricia Payleitner Here.
Do you know someone who would be a great candidate for this award?

Submit your Know the Difference™ Award nominations by April 7th below.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

St. Patrick’s Day Is Big Business

People far and wide will be raising their glass and toasting the Emerald Isle today. Every year, an estimated 13 million pints of Guinness are consumed around the world on St. Patrick’s Day compared to 7.5 million on an average day. That’s enough to fill two and a half Olympic-sized swimming pools. Even though the holiday is a big deal in Ireland, Americans tend to get pretty enthusiastic about it as well. As the following infographic shows, 56.1 percent of people in the U.S. plan to embrace their inner Irishness and celebrate this year. According to the National Retail Federation, spending is expected to be the highest in its survey’s 13-year history at $5.3 billion.

Source: https://www.statista.com/chart/8555/st-patricks-day-is-big-business/

ANNEX EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves. Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

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: The Fed Raised Rates – What Happens Now?

Fed Chairman Janet Yellen announced that rates would increase by one quarter of one percent. Now what?

Warren Buffet: An Investor’s Letter To Shareholders

Warren Buffet wrote a letter to his Berkshire Hathaway shareholders. Annex Wealth Management’s Derek Felske and Mark Oswald discuss Buffet’s comments about potential market declines in the future. Derek agrees with Buffet’s comments, and discusses how active management could help weather potential future financial turmoil.

Municipal Bonds: Will Trump Make Them More or Less Attractive?

Annex Wealth Management’s Derek Felske and Mark Oswald field a question about municipal bonds and bond funds. Will a change in tax rates have an impact on this investment?

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