Axiom Vol 45

5/7/17

FEATURED: The Vince Lombardi Cancer Foundation’s Know The Difference Award

Each year, the Vince Lombardi Cancer Foundation honors someone who gives above and beyond to those dealing with cancer, performs special acts of kindness to have a positive impact, and builds the morale of people going through cancer and/or caregivers that care for them and much more.This year’s Know The Difference Award Winner is Andrew Lawson, a brain cancer survivor who now focuses on helping others deal with a cancer diagnosis,” said Dave Spano, president and Chief Executive Officer of Annex Wealth Management. WATCH IT

EVENTS

May 16, 2017
6:00-7:30pm
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

Investing In Love

According to the Digital Market Outlook (DMO) by Statista, the country with the largest share of adults paying for a dating service is the United States. At 26.4 percent, over a quarter of Americans are spending their money on trying to find love online. The DMO analysts classified ‘dating services’ as either ‘matchmaking’, ‘online dating’, or ‘casual dating’. Making up the top three were the UK and Germany with 20.8 and 17 percent respectively.


Source: https://www.statista.com/chart/9173/investing-in-love/

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: Hush Hush Planning 

Are you keeping aspects of your finances from your spouse or significant other? Studies show many Americans are – and you’ll be surprised to discover who does it the most.

Financial Planning Can Help Your Confidence In Retirement

Annex Wealth Management’s Jackie Sklenar talks about a survey that found only 39% of people feel confident about saving for retirement. Jackie explains that at Annex Wealth Management, she sees many folks who start trying to draw up a plan, and how Annex Wealth Management helps create a plan after many detailed questions.

401(k) Matching: Does It Matter How Your Employer Structures It?

A caller asks Annex Wealth Management’s Jackie Sklenar about corporate matching on your 401(k) savings. Jackie explains that each employer has its own system for investing its matching – monthly, quarterly, or annually.

What Is Earning Season?

Annex Wealth Management’s Derek Felske explains what “earnings season” is, and why it’s a critical part of understanding the markets, then talks about earnings season for the 1st Quarter of 2017.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

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