ICYMI: Mirror, Mirror On My Financial Wall: Why Calculating Your Net Worth Is Important
May 9, 2017
6:00pm – 7:30pm
The Delafield Hotel, Cushing Room
415 Genesee St.
Delafield, WI 53018
• 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:
May 16, 2017
Annex Wealth Management
12700 W. Bluemound Rd.
Elm Grove, WI 53122
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.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Put Your Money Where Your Mouth Is
Everyone has heard the term “Put your money where your mouth is.” Schwab Chief Investment Strategist Liz Ann Sonders released a note recently with research showing that consumers are “saying” they have confidence in the economy going forward, but data such as retail sales figures aren’t matching that level of confidence – in other words, they aren’t “putting their money where their mouths are”.
Wall Street analysts and economists collect various measures of data and most can be broken down into either of two groups—“hard” and “soft” data. Hard data are things like actual figures, retail sales, and number of vehicles sold. Soft data tends to be consumers’ or business managers’ opinions of the economy — like consumer confidence data and purchasing manager surveys. Ms. Sonders notes that, for example, the Conference Board’s “soft” consumer confidence data hit its highest level in 17 years last month, but on the other hand “hard” data like retail sales fell for a second straight month in March.
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Annex Wealth Management’s Dave Spano talks to Dr. Brian Jacobsen from Wells Fargo about the potential for global conflict around the world, and whether military issues and potential for conflict should guide investment decisions.
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Leave The Worrying To Your Financial Planner