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™

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

Read More

Axiom | Vol 514

Axiom | Vol 514

Week In ReviewEarnings Near Historically High LevelsEarnings continue to shine broadly across the market, jobs numbers show continued good news, and...

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Axiom | Vol 514

Axiom | Vol 514

Year In Review: China, The Fed, Tariffs & Inflation | Annex Food Drive | What Is The Annex Difference? | Upcoming January Events | Philanthropy...

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Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Get Started at Annex Wealth Management

Get Started at Annex Wealth Management

Fee-only, fiduciary advice wherever you are on your journey.

It’s not about age. It’s about a mindset. When you’re ready for advice, it’s time to seek a relationship with a wealth management firm that provides comprehensive planning and is ready to provide strategic advice – wherever you are on your journey.

read more
Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | Coming this month: 8 Tips For Smarter Charitable Giving | WEBINAR | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist | Check out our Retirement Data Gathering Checklist to stay on track for planning your retirement. | Roth Conversions In Your 80s | Comprehensive Wealth Management Should Mean Your 401(k), Too.

read more