In The News

Axiom Vol 67

10/8/17

POLL: How Do You Plan On Paying For Your Summer Vacation?



EVENTS


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: Understand Your Options For Medicare Open Enrollment.

If you’re over sixty five or caring for someone over age sixty five, we’re nearing a critical part of the year: open enrollment for Medicare.

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Smart Speaker Space Is Heating Up

Having introduced the Google Home Mini and Max at its big hardware event on Wednesday, Google added two new competitors to the already rather crowded smart speaker landscape. Tech heavyweights such as Google, Amazon and Apple are looking to secure their place in the living room of the future, while smaller players such as Sonos aren’t willing to give up their fair share of the home audio market.

With Google’s new products, the company looks set to compete with Amazon and Apple on both ends of the market. While the Google Home Mini and the regular Google Home compete with Amazon’s Echo Dot and Echo for the entry- and mid-level segment, the Google Home Max is aimed to go head to head with Apple’s HomePod in its ambition to combine smart functionality with HiFi sound.

Source: https://www.statista.com/chart/11362/smart-speaker-prices/


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Know The Difference™ Minute: Your Outdated Social Security Number

Security experts are beginning to realize that social security numbers are a potential security weakness for our digital identity. Annex wealth management explains and describes what may soon replace the old social security number.


We’re Almost To Earnings Season

Is the current economic climate a good backdrop to earnings season? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

MoneyDo: Make Sure Your Estate Plan Includes Your Digital Identity

More and more people are also paying expenses electronically. If something were to happen to you, would the executor of your estate know what bills need to be paid and when, or what accounts you have set-up to be automatically withdrawn?

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

Read More

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

read more
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

read more
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...

read more
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

read more

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.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name