Axiom Vol 75

12/3/17

FEATURED: Ask Annex

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: Preplan for charitable contributions in 2017.

Tis the season for good tides, merriment and for some of us…donations to our favorite charities. How do we maximize the tax benefits of these donations?

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

America’s Favorite Bedside Companion?

Various scientific studies have linked smartphone usage in bed to inferior quality of sleep, and yet, millions of Americans cannot resist the allure of checking their Twitter timeline one more time before falling asleep. According to research conducted by Deloitte, 14 percent of smartphone owners in the U.S. check their smartphone immediately before trying to go to sleep and 35 percent do so within 5 minutes.

While many smartphone manufacturers now equip their devices with a so called night mode to limit the negative effects of bedside smartphone use, these are merely filtering out blue light which suppresses the secretion of melatonin, a hormone that regulates sleep cycles. What these “night modes” cannot do is limit the negative effects that smartphones and their steady stream of stimulation have on people’s ability to unwind and fall asleep.

It’s not just at night that smartphones make for an unhealthy but popular bedside companion. Checking your phone right after waking up isn’t the best idea either. Instead of waking up slowly and sorting their thoughts for the day ahead, smartphones divert people’s attention away from their own thoughts by confronting them with the outside world immediately. As our chart illustrates, early morning smartphone use is nearly as prevalent as it is late at night.

Source: https://www.statista.com/chart/12017/smartphone-use-in-the-morning-and-at-night/

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: The Giving Season

Could the proposed Tax Reform Bill affect the tax implications of charitable giving? Annex Wealth Management’s Dave Spano takes a look at possible outcomes.

Fed Policy

With Janet Yellen’s departure, we’ll be looking at new members on the Fed Committee which may enact different behaviors than those made under Yellen’s leadership. Annex Wealth Management’s Derek Felske and Dave Spano discuss the impact of possible changes in the Fed.

MoneyDo: Set A Budget For Holiday Spending

The Holiday Season is a time for giving and generosity – but setting limits and understanding your limitations can contribute to a healthier financial picture.

Tax Gain/Loss Harvesting

If you’re considering some loss harvesting before the end of 2017, it might be important to understand what may occur as a result of the Tax Reform Bill. Annex Wealth Management’s Mark Oswald and Dave Spano explain.

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy. You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included. CLICK HERE FOR DETAILS

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico. CLICK HERE FOR DETAILS

There’s a significant difference between

financial advisors. Know The Difference™

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