11/13/16
FEATURED = In Volatile Times, The Media Turns To Annex Wealth Managment For Insight
If you’re looking for evidence that Annex Wealth Management’s team is a trusted source for insight and advice, Wednesday, November 9 is a great example. The unexpected election of Donald Trump as President of the United States left many pollsters, pundits, and investors, with questions about the future. READ MORE
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
Net sales revenue of Amazon from 2004 to 2015 (in billion U.S. dollars)
Shopping at amazon has increased over 100 billion dollars in just over ten years.
Source: https://www.statista.com/statistics/266282/annual-net-revenue-of-amazoncom/
WATCH IT: Annex TV
Navigating The Markets – Video Of A Live Annex Wealth Management Event
On October 26, 2016, Annex Wealth Management hosted an event for people who had not spoken to or met with the Annex Wealth Management team. Hosted by Annex Wealth Management’s Deanne Phillips and featuring President & CEO Dave Spano and CIO Derek Felske, the night featured an interactive experience where attendees could vote from their smart phone and plenty of information and insight on the market picture at the time.
EVENTS
November 17 @ 6:00pm – 7:30pm Elm Grove Office
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
For the full list of upcoming events visit our EVENTS PAGE
BEST OF OUR RADIO PROGRAMS
FEATURED: Post-Election Market Update
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