Axiom Vol 99

5/20/18

INSIDE ANNEX: Meet Our Team Of Client Service Managers

The Client Service Manager team at Annex Wealth Management is the ultimate go-to when it comes to our clients. Learn more with Stephanie Emons and Shannon Thurner,

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:
Understand & prepare for long term care.

As you prepare to enjoy your future and time in retirement, it’s essential to consider the costs of long term care, and whether you need to consider long term care as a part of your financial plan.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Alexa, I Don’t Trust You To Be My Shopping Assistant

According to a comScore survey conducted in Q1 2018, only 3 in 10 smart speaker owners have ever placed an order using the device. The reasons for this are manifold, but security concerns are the biggest inhibitor to broader adoption of smart speaker shopping. Interestingly, this seems to be where smart speaker owners, apparently unconcerned with placing a listening device in their home, draw the line.

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

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: Phones, Spies & Soldiers

Dave Spano explains why the Defense Department is banning Chinese phone sales at US bases.

Do You Need To Be A Gazillionaire To Have An Estate Plan?

Spoiler alert: No. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers the bases.

The Financial Impact Of Divorce

Fresh off an eye-opening conference on divorce, Annex Wealth Management’s resident Certified Divorce Financial Analyst, Deanne Phillips, covers some key highlights.

Ask Annex

There’s a significant difference between

financial advisors. Know The Difference™

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

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Reuters: Oil prices rise with eyes on Iran, UAE; AI concerns weigh on stocks

Oil prices rose on Tuesday as investors assessed the stalemate in the Iran conflict and news that the United Arab Emirates was cutting ties with OPEC, while concerns that the AI boom was losing momentum weighed on equity markets.

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | Your Quarterly Performance Report Is Available! | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist | A New World Order. Read Macro & Market Musings | ICYMI: Understand Your WRS Pension Potential | Listen To Us On The Radio!

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Axiom | Vol 512

Warsh May Use Different Tools To Fight Inflation | The Art of Giving: Tax-Savvy Strategies for Greater Impact – SLINGER | Instant Insight: The Fed & The Markets – WEBINAR | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – NASHOTAH | Where To Save: Contribution Planning Strategies | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | Philanthropy From The Heart: How Ultra-Wealthy Donors Turn Simple Giving Into Transformation – Listen To Wealthyist

Macro & Market Musings – 4/24/26

Comments based on information available as of 5:15 am CT on 4/24/2026 Growth – False dawn? This upcoming week we will get a first look at first...

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 99

INSIDE ANNEX: Meet Our Team Of Client Service Managers

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

ANNEX EVENTS

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: Phones, Spies & Soldiers

Do You Need To Be A Gazillionaire To Have An Estate Plan?

The Financial Impact Of Divorce

Ask Annex

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management