Axiom Vol 42

4/9/17

FEATURED: Leakage: Stop Raiding Your 401(k) Plan

Kudos to those of you who are saving for your future. Keep it up. When the temptation comes to access those funds for purposes other than retirement, do all you can to figure out another way to cover those expenses. READ MORE

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

Google, Googler, Googlest

Google dominates the world of search. No surprises there, of course. But as our infographic below shows, the scale of its dominance varies according to device. On desktop, Google enjoys a global market share of 80.5 percent. Moving on to mobile this jumps to 95.9 percent but you really hit ‘peak Google’ when looking at consoles. Here, the world’s search engine of choice has no distance left to run, utterly dominating Playstation et al. with an ironclad 99.4 percent market share.

Source: https://www.statista.com/chart/8746/global-search-engine-market-share/

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: Hey Good Lookin’ (Credit Score)

Annex Wealth Management’s Dave Spano discusses studies that show a link between your financial health and the health of your relationships.

Advantages & Disadvantages Of Annuities

Annex Wealth Management’s Derek Felske and Jeff Schouten answer a caller’s question about annuities. Are they a good investment, and if so, when?

A Balanced Portfolio And Pro-Active Management Answer Many Common Investor Concerns

Annex Wealth Management’s Jeff Schouten discusses fears and concerns that are often answered through Annex Wealth Management’s active management, investments guided by its Investment Policy Committee, and balanced portfolios.

Don’t Walk Away From Money

Annex Wealth Management’s Dave Spano and Mark Oswald talk about how important history is in guiding decisions, and the large number of people not investing in the market.

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

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Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Macro & Market Musings – 4/24/26

Comments based on information available as of 5:15 am CT on 4/24/2026 Growth – False dawn? This upcoming week we will get a first look at first...

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

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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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 42

FEATURED: Leakage: Stop Raiding Your 401(k) Plan

Wednesday, April 26 6:00pm – 7:30pm

Annex Wealth Management Elm Grove Office

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Google, Googler, Googlest

Know The Difference™ Minute: Hey Good Lookin’ (Credit Score)

Advantages & Disadvantages Of Annuities

A Balanced Portfolio And Pro-Active Management Answer Many Common Investor Concerns

Don’t Walk Away From Money

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

Wednesday, April 26
6:00pm – 7:30pm

A Look At What’s Happening
From Annex Wealth Management