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Axiom Vol 46

5/14/17

FEATURED: The Perils Of Market Timing

A 2016 study from Morningstar echoes a position many financial professionals have espoused for years: beating the market by sheer timing is extremely difficult (and sometimes costly). READ MORE

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

How Often Do You Eat Out?

Many folks don’t realize that sales at bars and restaurants are included in the total share of monthly retails sales data collected. April retail sales revealed the smallest gap ever between food and beverage stores vs. bars and restaurants – .5879 percentage points.

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: How Far Into The Future Is A Long Term Plan?

A recent study showed that many Americans are planning into the future. What will surprise you is what many Americans believe “long-term” means.

What Are The Best Long Term Investment Options For Grandchildren?

A caller asks what investment tools would be best for a grandparent setting aside money for his grandchildren. Annex Wealth Management’s team describes which instruments would have tax advantages.

Living Wills: Are There Ways To Ensure The Beneficiaries Don’t Get Placed Into A Higher Tax Bracket

A caller asks if there is a safe place that beneficiaries can put money to avoid tax consequences. Annex Wealth Management’s team discusses options that may help.

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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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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From Annex Wealth Management