In The News

Axiom Vol 40

3/26/17

WATCH IT: 6 Financial Tips For Those Considering Divorce

No one wants to undergo divorce, but if you are facing that reality, Annex Wealth Management’s Deanne Phillips – a Certified Divorce Financial Analyst – has some thoughts to consider as you understand your financial picture. WATCH IT

Nominations now accepted for the Know the Difference™ Award!

The Know the Difference™ Award presented by Annex Wealth Management and Vince Lombardi Cancer Foundation, recognizes someone who:

  • Gives above and beyond to those dealing with cancer
  • Performs special acts of kindness to have a positive impact
  • Builds the morale of people going through cancer and/or caregivers that care for them and much more.

Read about last year’s Know the Difference™ Award winner, Patricia Payleitner Here.
Do you know someone who would be a great candidate for this award?

Submit your Know the Difference™ Award nominations by April 7th below.

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Nordic Are a Happy Bunch

Happiness, not just economic growth, is increasingly seen as a proper measure of social progress and the advised goal of social policy. According to the World Happiness Report 2017, the Norwegians are the happiest people on the planet, followed by the Danish and Icelandic. What the Nordic countries have in common is a rather even distribution of wealth.

Source: https://www.statista.com/chart/8584/worlds-happiest-countries/


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.

Know The Difference™ Minute: Why Businesses Turn To Automation

Wendy’s recently announced it was going to turn to automation to combat labor costs. Are there other reasons businesses turn to automation?

Risk Tolerance Vs. Risk Capacity

Annex Wealth Management’s team members Mark Oswald and Deanne Phillips discuss and define risk capacity, risk tolerance and why our decisions are related to one concept over the other.

Who Benefits From Proactive Management?

Annex Wealth Managment’s Mark Beck discusses its Proactive Management strategy and why it is effective for some.

Trusts: Understanding The Different Types Of Successors

Annex Wealth Management’s Mark Beck talks trusts with a caller, explaining successor trustees, powers of attorney, and how trusts work when a trustee passes away.

There’s a significant difference between

financial advisors. Know The Difference™

Copyright © 2017 , All rights reserved.

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!

read more
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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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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