5/6/18

POLL: 56% Of Americans Do Not Trust Facebook.


 

In Case You Missed It:
Ask Annex: Who Makes Investment Decisions At Annex Wealth Management?

A listener wonders who makes investment decisions for Annex Wealth Management. Annex Wealth Management’s Mark Oswald and Derek Felske explain.


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Beyond The iPhone

When people think of Apple, they think of hardware first. The MacBook, the iPod and the iPhone in particular – those are the products that have made Apple what it is today: the most valuable company in the world.

Over the past few years however, another part of Apple’s business has quietly overtaken all but one of the above.

Apple’s services segment accounted for more than $9 billion in revenue in the second quarter of Apple’s fiscal 2018 (which ends in September), making it the second largest contributor to overall sales behind the company’s cash cow, the iPhone, which accounted for 62 percent of total sales between January and March.

Source: https://www.statista.com/chart/13710/apple-revenue-by-product-group/

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

May 9, 2018 | 6:00 pm – 7:30 pm
Annex Wealth Management Lake Country Branch Office

Complimentary Event | Reservation Required

June 7, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club 

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: Farewell, April. Hello, May.

Sell in May and go away? Especially in a mid-term election year? Maybe. Maybe not. Dave Spano has some thoughts.

  

Ask Annex: What Are The Steps Involved Once I Become A Client Of Annex?

After the initial portfolio review – what comes next in the process of becoming a client of Annex Wealth Management? Dave Spano and Mark Oswald walk you through what you can expect.

What Is An HSA?

Health Savings Accounts (HSAs) are increasing in popularity. Annex Wealth Management’s Mandy Nowacyznki and Mark Beck discuss the benefits of HSAs and how they can be used as a retirement savings tool.

 


Ask Annex

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2018, All rights reserved.

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