In The News

Axiom Vol 29

1/8/17

FEATURED: What Does The Strong Dollar Mean?

The terms “strong dollar” and “weak dollar” reflect how the dollar compares to other international currency. If the dollar is worth more than other currencies, it’s considered “strong’; if the dollar is valued less than other currencies, it’s considered “weak.” The comparison is tracked by indexes like the U.S. dollar index, a measure of the dollar versus other world currencies. SEE THE FULL INFOGRAPHIC HERE

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Average Length Of Time Americans Keep New Year’s Resolutions

It may not be surprising to discover that the top New Year’s Resolution for 2017 was to lose weight and eat healthier. Make better financial decisions was the third most popular resolution. What may surprise you is how long we keep our New Year’s Resolutions. It turns out people who explicitly make resolutions are 10 times more likely to attain their goals than people who don’t explicitly make their resolutions.

Source: http://www.statisticbrain.com/new-years-resolution-statistics/

BEST OF OUR RADIO PROGRAMS

Every week, Annex Wealth Management hosts two radio programs that inform and educate listeners. Here are some highlights from those programs.

Understanding Total Return

The Annex Wealth Management team discusses total return vs. price return, and what clients see when they look at their portfolios.

Credit Sensitive Bonds

Credit-sensitive bonds are more sensitive to the underlying financial strength of the company as opposed to the direction and strength of interest rates.

Why A Price-Weighted Index Isn’t Always A Good Indicator

The Dow Jones average is a price-weighted average, meaning that the stock with the highest price has the highest weight. Annex Wealth Management’s Dan Brown explains why, as a Certified Financial Analyst, the Dow Jones Industrial Average is his least favorite stock index.

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:
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Elm Grove, WI 53122

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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

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

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 29

FEATURED: What Does The Strong Dollar Mean?

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Average Length Of Time Americans Keep New Year’s Resolutions

BEST OF OUR RADIO PROGRAMS

Understanding Total Return

Why A Price-Weighted Index Isn’t Always A Good Indicator

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