3/18/18
FEATURED: Do We Need To Add Another “-ism” To Our Worries?
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:
If you’re looking to find a more tax-friendly state, look at these key factors…
With the new federal tax law in effect, there has been a lot of talk about the change in the SALT (state and local tax) deduction, a deduction we receive for state income taxes and property taxes paid.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Have We Reached Peak Smartphone?
After a decade of growth, the global smartphone market came to a standstill in 2017. According to latest estimates from market research firm IDC, a worldwide total of 1,472 million smartphones were shipped in 2017, virtually unchanged from the 1,473 million units shipped in the previous year.
With smartphone penetration reaching saturation levels in many regions and (real) technological advances becoming rarer and less obvious to the average user, it was only a matter of time before the market reached this point. The question at hand being whether things will start going downhill from here. The fact that shipments declined by a more significant 6 percent in the fourth quarter of 2017, could be seen as a sign for worse things to come in 2018.
“With ultra-high-end flagships all the rage in 2017, many of these new bezel-less wonders proved to be more of a luxury than a necessity among upgraders”, IDC research manager Anthony Scarcella says about the iPhone X and other recent smartphone releases. Trying to convince consumers of paying even loftier prices for the latest and supposedly greatest devices could be the best if not the only way for Apple, Samsung and the like to maintain a level of growth going forward.
ANNEX EVENTS
We’ll Cover:
• 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
March 29, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club
Complimentary Event | Reservation Required
April 10, 2018 | 6:00 pm – 7:30 pm
Annex Wealth Management Mequon Branch Office
Complimentary Event | Reservation Required
May 9, 2018 | 6:00 pm – 7:30 pm
Annex Wealth Management Lake Country Branch Office
Complimentary Event | Reservation Required
BEST OF OUR RADIO PROGRAMS
Know The Difference™ Minute: The Ole’ Ball And Chain May Not Be Your Spouse
A recent study shows that couples are taking on massive amounts of debt to pay for their weddings. Annex Wealth Management’s Deanne Phillips takes a look.
Part 1: Lessons We Can Learn From 2009
Annex Wealth Management’s Dave Spano and Mark Oswald recall what happened in the world of investments in 2009, and what lessons we can learn from that time.
Part 2: Lessons We Can Learn From 2009
Ask Annex
Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018
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