What Do You Know: The Most Valuable Tech Company
In what year did Apple surpass Microsoft as the most valuable tech company in the world?
7 Secrets Financial Professionals Don’t Want You to Know
September 19 @ 6:00 pm – 7:30 pm
Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092
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.
• 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
Retirement Roadmap – September 21 @ 6:00 pm – 7:30 pm
Annex Wealth Management Elm Grove Office
12700 W Bluemound Rd Elm Grove, WI 53122
Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm
Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Most Lucrative Boxing Matches
Critics argue the big boxing matches have become nothing but glitzy show events drowned in money. The latest fight of Floyd Mayweather against Conor McGregor stands to be the most lucrative fight as of yet, grossing at an half a billion dollars in total revenue, which probably is a conservative estimate for this bout. Though the actual prize money the boxers take home is lower, the below chart indicates that Mayweather won’t have to worry about his pension. The 40-year-old claims the fight on Saturday night in Las Vegas was his last one.
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Know The Difference™ Minute: Strong Words From Cohn
President Trump’s Chief Economic Advisor had strong words for those who pay estate taxes. Annex Wealth Management’s Dave Spano discusses if Gary Cohn was correct, and why he might have said such strong words.
What To Expect At A Portfolio Review