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Axiom Vol 70

10/29/17 THE ANNEX WEALTH MANAGEMENT SHOW: Caller Question – Market Increases This week on the Annex Wealth Management Show, Annex Wealth Management’s President and CEO David Spano and Chief Investment Officer Derek Felske talk to a caller with questions...

Axiom Vol 69

10/22/17 FEATURED: Can You Pass This Quiz About Retirement? EVENTS Tuesday, November 7 | The Pfister Hotel 424 E. Wisconsin Ave in downtown Milwaukee If you’re considering a relationship with Annex Wealth Management, Join us for Navigating The Markets, a special event...
MoneyDo: Ask Your Financial Advisor 5 Questions

MoneyDo: Ask Your Financial Advisor 5 Questions

The way today’s laws are set, it’s your job to determine whether your advisor is truly working in your best interest or not. It shouldn’t surprise you to learn that a majority of financial professionals have no professional obligation to act in your best interest....
Understand What “Risk Tolerance” & “Time Horizon” Mean

Understand What “Risk Tolerance” & “Time Horizon” Mean

Whether you’re charting your own financial course (with your own savings or your 401(k) investments) or working with and advisor, it’s essential to understand that you cannot eliminate risk. But it can be managed. When you’re planning, make sure you understand two key...
Can You Pass This Quiz About Retirement?

Can You Pass This Quiz About Retirement?

1. When you retire, your tax rate is always lower than it was when you were working.*TrueFalse2. Which of the following strategies is least likely to improve retirement security?*A. Saving an additional 3% of salary in the five years prior to retirementB. Deferring...