Axiom Vol 54

7/9/17

FEATURED: How Oil Prices Affect You

Financial professionals keep an eye on oil prices because they often reflect larger trends in the economy. Here are a few ways oil prices might have an effect on you and your savings. SEE FULL INFOGRAPHIC


EVENTS

July 12, 2017
6:00-7:30pm
Annex Wealth Management Mequon Office
1339 W. Mequon Rd.
Mequon, WI 53092

We’ll Cover:

• 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

• Recognize important IRA milestones

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Viruses, Worms & Trojan Horses

One type of malware has captured the attention of the world. Recent ransomware attacks show the devastating effects it can have on business and infrastructure. After a worldwide attack with a cryptoworm called “WannaCry” in May, another attack with a strain of ransomware called “Petya” started on Tuesday and kept on spreading around the world on Wednesday.

Malware has come a long way in the last ten years, as the below infographic shows. According to analysts with IT-security software firm G Data, the number of new malware specimen is likely to reach more than 7.4 million this year alone. Albeit this number seems to spell bad news only, the data also indicates that the malware growth rate is slowing.


Source: https://www.statista.com/chart/10045/new-malware-specimen-and-share-of-windows-based-malware/


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:
Independence Day: Celebrating The Idea

Annex Wealth Management’s Dave Spano honors Independence Day with his thoughts on what makes America great.

What Does It Mean To Stay Out Of Bonds?

What does “staying out of bonds” mean? Are there options in bonds? How does the yield curve affect rates? Annex Wealth Management’s Dave Spano and Mark Oswald discuss.

Factors That Effect Inflation

What factors are considered when expressing inflation? Annex Wealth Management’s Dave Spano and Mark Oswald discuss.

Sector Rotation

What are sectors and what does it mean to rebalance sectors? Annex Wealth Management’s Dave Spano explains.

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

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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.

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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.

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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.

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Axiom | Vol 513

Axiom | Vol 513

Earnings Outshine Geopolitical & Fed News | THIS WEEK | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NASHOTAH | Instant Insight: Jobs & The Economic Outlook | May 8 | Instant Insight: Inflation Trends | May 12 | Navigating The Markets | May 14 | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | From Navy SEAL to Building Impact-Driven Businesses: Leadership Lessons from the Battlefield to the Boardroom | Listen To Wealthyist

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