In The News

Axiom Vol 49

6/4/17

FEATURED: Asking The Right Questions The Right Way With Margery Sinclair

Annex Wealth Management’s Dave Spano and Business Etiquette Expert Margery Sinclair discuss the hows and whys of asking important questions of your financial advisor. WATCH IT

EVENTS

June 15, 2017
6:00-7:30pm
Annex Wealth Management
12700 W. Bluemound Rd.
Elm Grove, WI 53122

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

 


AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

America’s Transatlantic Trade with Germany

After President Trump’s recent visit to G7 and NATO in Europe, tensions between him and the German Chancellor Angela Merkel arose. Merkel alleged that the times in which some international partners could be relied upon unreservedly were gone. Trump retorted by criticising Germany’s trade gap via Twitter.

Indeed, there is a pretty hefty balance deficit with Germany. The United States imported goods worth some $114 billion from Germany in 2016, while exports were worth around $49 billion for the same year, according to the U.S. Census Bureau. All figures are on a nominal basis, i.e. not adjusted for inflation, according to the source.


Source: https://www.statista.com/chart/9624/us-trade-in-goods-with-germany/


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: Tesla vs. Ford

Ford announced a new CEO – and hinted at a new direction for the company. 

Using Rigorous Testing And Review To Manage Your Financial Plan

Annex Wealth Management’s Dave Spano and Derek Felske describe Annex Wealth Management’s rigorous review and testing of your risk levels, savings and financial plan, and then how investments are made based on that review.

If I Switch Advisors, Will I Trigger Capital Gains?

Annex Wealth Management’s Dave Spano and Derek Felske answer a caller’s question regarding incurring capital gains consequences by switching advisors. 

Characteristics Of A Good Advisor

Annex Wealth Management’s Mark Beck and Deanne Phillips discuss how to go about finding an advisor – and the questions you should ask in order to find one. 

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

Read More

Smart Habits of Rich Retirees

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.

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Read The Quarterly Investment Outlook! | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Operation Epic Exit | Read Macro & Market Musings | Understand Your WRS Pension Potential | WEBINAR | Listen To Us On The Radio!

read more
Axiom | Vol 510

Axiom | Vol 510

Gas Prices Up; Sentiment Down | Join Us For These April Women & Wealth Events | Before You Raid Your 401(k), Watch This | Beat Mark Tauscher | WEBINAR THIS WEEK | Private Jets Without Owning the Plane: How JETOUT’s Co-Ownership Reclaims Time for the Wealthy | Listen To Wealthyist | Understand Your WRS Pension Potential | WEBINAR | Operation Epic Exit | Read Macro & Market Musings | One Big Beautiful Bill Act Planning Tactics | Download Today!

read more

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.

Sign Up For The Axiom®

A Look At What’s Happening
From Annex Wealth Management

Name