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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Axiom | Vol 502

Axiom | Vol 502

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Money & Family: Expert Tips For Awkward Conversations | Instant Insight: Jobs & The Economic Outlook | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings | APPLETON | Saving the Family Farm | Tuesday, February 10

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Axiom | Vol 502

Axiom | Vol 502

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Quarterly Performance Reports Are Available | Estate Planning Basics | February 3 | Advanced Estate Planning | February 18 | Money & Family: Expert Tips For Awkward Conversations | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings

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The 2026 Annex Asset Almanac

The 2026 Annex Asset Almanac

Almanacs are practical guides for daily life that provide information that helps you understand the way the world works. If you’re looking for help...

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Axiom | Vol 501

Axiom | Vol 501

A New Fed Chair – A New Fed Policy On Fed Balance Sheet? | Quarterly Performance Reports Are Available | Estate Planning Basics | February 3 | Advanced Estate Planning | February 18 | Money & Family: Expert Tips For Awkward Conversations | How Do Donor Advised Funds (DAFs) Work? | When Slowing and Growing Don’t Mix | Read This Week’s Macro & Market Musings

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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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