Axiom Vol 104

Inside Annex: Tale Of Three Clients | Poll: MoneyDo: How To Manage Timeshare Regret | The Annex Golf Survey | Optimism Running High With Small Business | $3.5 Billion Video Game | Annuities 101 | More & More 401(k)’s Are In A Single Fund

6/24/18

INSIDE ANNEX: Tale Of Three Clients

Three members of Annex Wealth Management’s Planning Team discuss three stories of how they worked to resolve client anxiety and calibrate their financial plan.

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:
Know How To Manage Timeshare Regret.

Last week, we discussed key questions you should ask before you purchase a timeshare or about a timeshare you already own. This week, we’ll discuss what you should do if you’ve asked those key questions and realize your timeshare isn’t what you thought it would be.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

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: Optimisim Running High With Small Business

Business is good, prices may rise. Still tough to find good employees.

Know The Difference™ Minute: $3.5 Billion Video Game

How Fortnite keeps getting bigger.

Annuities 101.

Eric Strom explains an often misunderstood investment.

More & More 401(k)’s Are In A Single Fund.

Tom Parks clears up a confusing headline.

Ask Annex

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