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Axiom Vol 46

5/14/17

FEATURED: The Perils Of Market Timing

A 2016 study from Morningstar echoes a position many financial professionals have espoused for years: beating the market by sheer timing is extremely difficult (and sometimes costly). READ MORE

EVENTS

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

How Often Do You Eat Out?

Many folks don’t realize that sales at bars and restaurants are included in the total share of monthly retails sales data collected. April retail sales revealed the smallest gap ever between food and beverage stores vs. bars and restaurants – .5879 percentage points.

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.

What Are The Best Long Term Investment Options For Grandchildren?

A caller asks what investment tools would be best for a grandparent setting aside money for his grandchildren. Annex Wealth Management’s team describes which instruments would have tax advantages.

Living Wills: Are There Ways To Ensure The Beneficiaries Don’t Get Placed Into A Higher Tax Bracket

A caller asks if there is a safe place that beneficiaries can put money to avoid tax consequences. Annex Wealth Management’s team discusses options that may help.

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:
12700 W Bluemound Rd Ste 200
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 46

FEATURED: The Perils Of Market Timing

EVENTS

May 16, 2017 6:00-7:30pm Annex Wealth Management 12700 W. Bluemound Rd. Elm Grove, WI 53122

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

How Often Do You Eat Out?

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: How Far Into The Future Is A Long Term Plan?

What Are The Best Long Term Investment Options For Grandchildren?

Living Wills: Are There Ways To Ensure The Beneficiaries Don’t Get Placed Into A Higher Tax Bracket

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

May 16, 2017
6:00-7:30pm
Annex Wealth Management
12700 W. Bluemound Rd.
Elm Grove, WI 53122

A Look At What’s Happening
From Annex Wealth Management