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™

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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

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Moving In Retirement | BROOKFIELD | March 3 | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | What Is The Annex Difference? | 2026 Asset Almanac Now Available! | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures | NAPLES | March 5 | Looking Ahead: Buckle Up | Read This Week’s Macro & Market Musings

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

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Axiom | Vol 503

Axiom | Vol 503

How The Tariff Ruling Might Affect Rates | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Solo Aging | From Tee Times To Timeless Experiences: How Golf Became The Ultimate Wealth Play | Nearing retirement? Make sure you can see the full picture. | Tune Into Annex On The Radio!

read more
Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Tune Into Annex On The Radio! | Hindsight is Better Than 20/20 | Read This Week’s Macro & Market Musings | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth

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Axiom | Vol 502

Axiom | Vol 502

Welcome To The Mid-Term Election Economy | Comprehensive Wealth Management Should Mean Your 401(k), Too. Contact your Wealth Manager for details. | Tune Into Annex On The Radio! | Giving From The Heart: Where Purpose Meets Tax Planning | Women & Wealth | Annex University: Advanced Estate Planning | WEBINAR | February 18

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