In The News

Axiom Vol 57

7/30/17

FEATURED: 
No Fear: The VIX Stays Low – For Now

  

The CBOE Volatility Index – often called the “VIX,” dropped to its lowest level since December 1993 this week. Just after the Fed’s July policy meeting, the VIX dropped to 8.84, its lowest reading since the index started posting real-time data. READ MORE


Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is: Review and update your beneficiary designations.

One term we use often here is “mish mash.” It’s a colloquialism that refers to a bunch of ideas or investments or plans that people sometimes cobble together to be their financial plan. What people who have a “mish mash” discover is that it’s hard to manage, difficult to update and track, and could have some negative effects on reaching your goal…

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Best-Paid U.S. Jobs Requiring No Bachelor’s Degree

If you’re looking for a well-paid job but you don’t have the money, time and sheer patience required to complete a four-year bachelor degree, do not fear! According to Bureau of Labor Statistics data published by Business Insider, plenty of U.S. jobs require an associate degree (usually taking two years), a postsecondary nondegree certificate or a high-school diploma.

Air-traffic controller offers the highest wages without a bachelor degree with the median annual salary coming to $122,410. Prospective applicants should keep in mind that the job still requires an associate degree. Even though nuclear-power reactor operator sounds like a job requiring extensive university qualifications, it actually only requires a high-school diploma or equivalent. It has a very lucrative median salary of $91,170 a year.

Source: https://www.statista.com/chart/10419/the-best-paid-us-jobs-requiring-no-bachelors-degree/


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: 
Is New Manufacturing Good For An Area? The Manufacturing Multiplier

Annex Wealth Management’s Dave Spano takes a close look at sector multipliers and why the FoxConn deal will likely have a massive effect on the region.


Talking About Tax Planning: Should I Contribute To A Roth?

Annex Wealth Management’s Dave Spano, CFP and Annex Wealth Management’s Tax Planner Mandy Nowaczynski, CPA, CFP discuss tax planning and Roth contributions.

Talking About Tax Planning: Capital Gain Harvesting Vs. Roth Conversion

Annex Wealth Management’s Dave Spano, CFP and Annex Wealth Management’s Tax Planner Mandy Nowaczynski, CPA, CFP discuss tax planning and capital gains harvesting.

Talking About Tax Planning: Roth Mulligans

 Annex Wealth Management’s Dave Spano, CFP and Annex Wealth Management’s Tax Planner Mandy Nowaczynski, CPA, CFP discuss tax planning and some of the “mulligans” the code provides.

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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Before You Raid Your 401(k), Watch This

Before You Raid Your 401(k), Watch This

More Americans are dipping into their retirement accounts as financial pressures continue to rise. Even though balances have grown in recent years, workers are increasingly turning to hardship withdrawals and loans to cover immediate expenses. It’s a trend that raises big questions about financial resilience, and the long term impact on retirement security. Tom Parks, AIF®, CRPS® | Director of Retirement Plan Services is here to discuss.

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Axiom | Vol 508

Markets Trying To Understand What's Next | Client Exclusive Market Update | Poll: How Did You Fare In The Retirement Transition Game? | Read Macro...

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Axiom | Vol 508

Axiom | Vol 508

The Iran Conflict May Impact Monetary Policy | Destination: Retirement. Are We There Yet? | MADISON | TUESDAY | Whose Name Goes First On A Joint Tax Return? | Talking Community & Pro Athlete Challenges With Collin Yelich | Listen To Wealthyist | This Week | Instant Insight: Jobs & The Economic Outlook | WEBINAR | It Ain’t Over Till It’s Over | Read Macro & Market Musings

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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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