Axiom Vol 93

4/8/18

FEATURED: April 17th Is A Tax AND Savings Deadline

Many people know that “Tax Day” is the date you need to submit your taxes – but it also serves as a deadline for some key savings programs. Annex Wealth Management’s Mandy Nowacyznski, Deanne Phillips, and Mark Beck discuss.

 

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:
Review & Optimize Tax Savings Vehicles Before The Tax Deadline.

April 17th is just over a week away. Many of us know that date as the deadline to submit taxes, but it’s actually a deadline for other savings activities you might take advantage of…

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Apple Raked in 51% of Smartphone Revenues in Q4

Earlier this month we reported that Apple climbed back to the top of the smartphone market in the fourth quarter of 2017. While the iPhone maker beat Samsung narrowly in terms of unit shipments, Apple’s lead is much more impressive when looking at revenues. According to a new analysis by Strategy Analytics, Apple raked in an impressive 51 percent of global smartphone revenues in the holiday quarter, beating second-placed Samsung (15.7 percent) by a mile.

The chart below, contrasting market share in terms of revenue and unit shipments, nicely illustrates how far ahead of everyone else Apple really is terms of the value it extracts from the smartphone market. With an average selling price of nearly $800 per phone, Apple is head and shoulders ahead of Samsung ($254), Huawei ($205) and everyone else ($152).

Source: https://www.statista.com/chart/12953/smartphone-market-share-based-on-revenue-and-unit-shipments/

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

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

Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.

Know The Difference™ Minute: The Bad News & Good News About American Debt

Americans have a record amount of revolving (credit card) debt – but the healthy economy has allowed them to reach an historically-low level of delinquencies. Annex Wealth Management’s Mark Beck takes a look.

  

Beware Of Window Dressing

At the end of the quarter, some mutual funds make moves to try and show that they own stocks that are performing well. Annex Wealth Management’s Dave Spano and Mark Oswald discuss.

Exchange Traded Funds: Active Vs. Passive Investing

There’s a longstanding debate between those who advocate for active versus passive investing. Annex Wealth Management’s Dave Spano and Mark Oswald take a look and help explain the benefits of both approaches.

 

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

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