Axiom Vol 76

12/10/17

QUIZ: Is The Charity Worth Your Donation?

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: Prepare to pay your property taxes.

‘Tis the season for property tax bills!

It’s that time of year when most property owners will be getting their real estate tax bills in the mail. Last week, we talked about charitable giving, and while some people might not be doing anything special in that area, taxes are one of those seemingly inevitable parts of life.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Texting Turns 25 But Is Clearly Past It’s Prime

25 years ago, on December 3, 1992, the English software engineer Neil Papworth used his computer to send a message to Vodafone director Richard Jarvis. The message simply read “Merry Christmas” but it became known as the first SMS message ever sent, because Jarvis received the slightly premature Christmas greetings on his clunky Orbitel 901 cell phone.

It took a while for text messages to really take off, but in the early 2000s texting really hit the mainstream and became a very lucrative side business for mobile carriers around the world. At the time, operators typically charged a fee of $0.10 to $0.20 per SMS, which, considering the 160 character limit, quickly piled up for more chatty users.

As our chart illustrates, text messaging in the United States peaked in 2011, when U.S. cell phone users sent a total of 2.3 trillion messages, up from 159 billion five years earlier. Over the past few years however, the popularity of text messages, at least in the form of SMS, has been gradually waning. These days, smartphone users mainly text each other using free SMS alternatives such as iMessage, Facebook Messenger or WhatsApp and the SMS may not live to see its 30th birthday.

Source: https://www.statista.com/chart/12109/sms-volume-in-the-united-states/

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: Tax Reform Vs. Robos

Congress’s Tax Reform bill could have an impact on how robo-advisors work. Annex Wealth Management’s Dave Spano explains.

Know The Difference™ Minute: Consumer Confidence & The Experts

The experts predicted consumer confident was going to decline, but instead, its as high as its been since Clinton was President. Annex Wealth Management’s Dave Spano discusses consumer confidence and market changes.

Financial Steps To Take When Your Child Turns 18

What should parents do when their child reaches the age of majority? Annex Wealth Management’s Mark Oswald discusses some steps that need to be addressed with children who are legally adults.

MoneyDo: Preplan For Charitable Contributions In 2017

The prevailing wind from Washington continues to indicate changes in 2018 to our current tax code. If tax reform is passed, we believe taxpayers will see – among other changes – a larger standard deduction and a much smaller opportunity to itemize deductions.

Ask Annex

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