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
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.
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
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
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
|
|||
|
