Axiom Vol 43

4/23/17

FEATURED: Watch Our Top 3

1. WATCH IT: What’s A Fiduciary? A Fiduciary Definition
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

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: How Far Into The Future Is A Long Term Plan?

A recent study showed that many Americans are planning into the future. What will surprise you is what many Americans believe “long-term” means.

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

Life changes, and your financial plan should adapt to your life and changes in your priorities. Mark Beck and Deanne Phillips from Annex Wealth Management talk about how your focus and what’s important change as you grow older.

RMDs & Tax Ramifications

A caller discusses Required Minimum Distributions with Deanne Phillips and Mark Beck from Annex Wealth Management. Mark discusses the difference between tax planning and tax compliance – and navigating RMDs with the right professional.

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