10/15/17

FEATURED: The Annex Wealth Management Show

This week on the Annex Wealth Management Show, Annex Wealth Management’s President and CEO David Spano and Chief Investment Officer Derek Felske discussed the week in markets and financial news, as well as their insights on what’s happening in the world of investment. WATCH IT

EVENTS

Tuesday, November 7 | The Pfister Hotel
424 E. Wisconsin Ave in downtown Milwaukee

If you’re considering a relationship with Annex Wealth Management, Join us for Navigating The Markets, a special event for those curious about Annex Wealth Management:

· Hear Annex Wealth Management’s Chief Investment Officer discuss our approach to market fluctuations.
· Learn what philosophies guide Annex Wealth Management’s investment decisions.

· Discuss the strengths of a Core and Tactical approach in navigating the markets.


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 pension & lump sum payment options.

Many people close to retirement or in retirement may be faced with a decision of what do with a pension they have earned?  The pension may be from a plan that was previously frozen and generally your payout is determined as of the date the pension was frozen.

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Netflix’s Pricing Strategy Works as Margins Improve

Netflix’s share price reached an all-time high after the company decided to raise prices for (some of) its subscribers in the United States. The latest price hike, the third since the company started offering a standalone streaming option in 2011, will affect the standard tier ($10.99 instead of $9.99) as well as the premium tier plan ($13.99 instead of $11.99) while the entry-level plan will remain unchanged at $7.99.

While subscribers may not be happy to see their monthly bill increase, Netflix’s shareholders certainly seem to back the company’s decision. After all, higher prices equal higher revenue, assuming that the number of cancellations won’t be too high. In the past, the company’s subscriber growth may have slowed down following price increases but it never turned negative. Over the past six years, the company’s contribution profit from domestic streaming, i.e. revenues minus costs that are directly related to the segment, increased nearly five-fold, while the contribution margin improved from 23 percent in 2012 to 36 percent in 2016.

Source: https://www.statista.com/chart/11377/netflixs-domestic-streaming-business/


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: Tech’s Black Box

Does Silicon Valley need government oversight like many other consumer-intensive industries? Annex Wealth Management’s Dave Spano discusses.


What Keeps Financial Advisors Up At Night?

A recent article indicated that fiscal and monetary policy are keeping financial advisors up at night. Annex Wealth Management’s Dave Spano and Mark Oswald discuss how policy can affect the economy and the decisions advisors make.

Don’t Tune Out Estate Planning

A recent survey showed nearly 2/3 of Americans don’t have an estate plan. Annex Wealth Management’s Dave Spano and Mark Oswald discuss the psychological and emotional reasons we might not estate plan.

There’s a significant difference between

financial advisors. Know The Difference™

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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