Axiom Vol 41

4/2/17

ICYMI: Three Advantages An IRA Has Over A 401(k)

Most Americans understand how important it is to save. A recent Gallup poll indicates that nearly 2/3 of Americans prefer saving to spending. READ MORE

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.

 

Wednesday, April 26
6:00pm – 7:30pm

Annex Wealth Management Elm Grove Office

We’ll Cover:

• Your retirement savings are at risk – Failure to manage taxes and higher costs can leave you with less

• If you rollover or distribute your 401k or IRA incorrectly, it can cost you

• Withdrawing too much too soon can be deadly to a portfolio

LEARN HOW TO:

• Understand your sustainable withdrawal rate

• Recognize important IRA milestones

 

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Americans Owe Over $1.41 Trillion In Student Loan Debt

It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news circulating around the internet, television​, and in print – it is natural to become curious about the true numbers of student loan debt. READ MORE

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: America’s Student Loan Debt Problem

America owes more on student loans than on anything but home loans. The impact may be felt across financial planning.

Market Correction, The Bear Market & The Bull Market

Annex Wealth Management’s Mark Beck discusses the different definitions of terms like a bull market, a secular bull market, a bear market, and a correction, and applies when those events have occurred in the past.

Rising Interest Rates; Where Are The Opportunities?

Now that the Fed has announced some potential interest rates increases, what opportunities exist for an investor? Annex Wealth Management’s Mark Oswald discusses opportunities in the equities and which sectors may be attractive.

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:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122