FEATURED: Asking The Right Questions The Right Way With Margery Sinclair
June 15, 2017
Annex Wealth Management
12700 W. Bluemound Rd.
Elm Grove, WI 53122
• 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
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
America’s Transatlantic Trade with Germany
After President Trump’s recent visit to G7 and NATO in Europe, tensions between him and the German Chancellor Angela Merkel arose. Merkel alleged that the times in which some international partners could be relied upon unreservedly were gone. Trump retorted by criticising Germany’s trade gap via Twitter.
Indeed, there is a pretty hefty balance deficit with Germany. The United States imported goods worth some $114 billion from Germany in 2016, while exports were worth around $49 billion for the same year, according to the U.S. Census Bureau. All figures are on a nominal basis, i.e. not adjusted for inflation, according to the source.
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Annex Wealth Management’s Dave Spano and Derek Felske describe Annex Wealth Management’s rigorous review and testing of your risk levels, savings and financial plan, and then how investments are made based on that review.
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