4/23/17
FEATURED: Watch Our Top 3
What Is A Fiduciary? The term “fiduciary” has appeared more and more in headlines, but what does it mean? Is every financial advisor a fiduciary? This brief video explains what a fiduciary is, and why people seek out fiduciary advisors.
2. WATCH IT: Good Question – Annex Wealth Management
Annex Wealth Management’s :30 spot appearing during the NCAA tournament.
3. WATCH IT: What’s The Monte Carlo Technique? What’s It Got To Do With Wealth Management?
First Aired 01/18/17 Annex Wealth Management’s Dave Spano explains what the Monte Carlo technique is, where it got its name, and how wealth managers rely on the technique to create financial plans.
EVENTS
May 9, 2017
6:00pm – 7:30pm
The Delafield Hotel, Cushing Room
415 Genesee St.
Delafield, WI 53018
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
May 16, 2017
6:00-7:30pm
Annex Wealth Management
12700 W. Bluemound Rd.
Elm Grove, WI 53122
In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves. Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.
AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK
The Billion-Dollar Race for Streaming Supremacy
If you think that Amazon isn’t serious about Prime Video, the company’s video streaming service included with every Prime membership, think again. According to analysts at JPMorgan, the Seattle-based e-commerce giant is set to spend $4.5 billion on video content this year. While that is still $1.5 billion shy of the $6 billion that market leader Netflix is planning to shell out this year, it is still a pretty clear statement of intent on Amazon’s part.
Source: https://www.statista.com/chart/8908/video-content-budget-amazon-netflix/
BEST OF OUR RADIO PROGRAMS
Know The Difference™ Minute: How Far Into The Future Is A Long Term Plan?
Emergency Funds: Are They A Good Idea?
What are emergency funds? Do they need to be cash? Is there a place to keep an emergency fund that is still profitable? Annex Wealth Management’s Deanne Phillips discusses options and philosophies regarding emergency funds
A Good Financial Plan Will Adapt To Your Changing Priorities
RMDs & Tax Ramifications
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