In The News

Axiom Vol 25

12/11/16

FEATURED: Dave Spano Talks Bringing In The Financial New Year On 620TMJ

Annex Wealth Management President & CEO Dave Spano appeared on “Wisconsin’s Morning News” this past week to discuss setting financial goals for the New Year. READ MORE

WATCH IT: Annex TV

Annex Wealth Managment’s Director of Estate Planning, Rich Behrendt on Today’s TMJ4: Financial Resolutions for 2017

Annex Wealth Management’s Director of Estate Planning Rich Behrendt appeared on WTMJ recently to discuss 2017 resolutions. For updates and more videos by Annex Wealth Management, subscribe to our YouTube channel.

ANNEX CARES: 2016 Toy Drive For Children’s Hospital

Mark Oswald appeared on WSSP’s “The Big Show” December 2 on behalf of Annex Wealth Management and its clients to present the 10th Annual 2016 Toy Drive for Children’s Hospital with toys and checks totaling more than $10,000. Read more and listen to Mark’s appearance by CLICKING HERE.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

Fare Deal? Taxi Drivers’ Earnings Compared To Uber
How do Uber drivers’ earnings compare to taxi drivers in major U.S. cities? The National Bureau of Economic Research released a report showing that Uber drivers are sometimes outearning their counterparts in taxis and chauffeurs by considerable margins. San Francisco is the most lucrative city in the U.S. for drivers using the ride-hailing app where hourly earnings are estimated at $23.87. A taxi or chauffeur driver would only take home $12.96 every hour on average.

Source: https://www.statista.com/chart/6971/fare-deal-taxi-drivers-earnings-compared-to-uber/

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.

Is Healthcare Lagging Since The Election?

The healthcare sector has been the worst performer of the 11 sectors since the election. Annex Wealth Management’s Dave Spano and Mark Oswald discuss why healthcare has been down.

Pro Growth Economy & The U.S. Consumer

How is tactical positioning affected by a growth economy? Annex Wealth Management teammates Mark Beck and Dan Brown discuss signs of a growing economy.

Active Vs. Passive Investing To The Average Investor

Annex Wealth Management teammates Derek Felske and Mark Oswald define active management and how Annex Wealth Management implements that strategy on investments.

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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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.

CNBC: Hormuz blockade could deepen world’s worst energy crisis — and risk a dangerous misstep

Tanker traffic through the strait ground to a halt again within hours of Trump’s announcement. | The blockade risks drawing ire from countries buying Iranian oil, including China and India. | Analysts said the blockade could be a negotiating tactic, but warned of the risk of escalation and legal challenges.

Axiom | Vol 510

Axiom | Vol 510

Axiom | Vol 510

Macro & Market Musings – 4/10/26

Comments based on information available as of 6:00 am CT on 4/3/2026 Growth: Running on Fumes? February's personal income and outlays data raised an...

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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 25

FEATURED: Dave Spano Talks Bringing In The Financial New Year On 620TMJ

WATCH IT: Annex TV

Annex Wealth Managment’s Director of Estate Planning, Rich Behrendt on Today’s TMJ4: Financial Resolutions for 2017

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

BEST OF OUR RADIO PROGRAMS

Is Healthcare Lagging Since The Election?

Pro Growth Economy & The U.S. Consumer

Active Vs. Passive Investing To The Average Investor

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

A Look At What’s Happening
From Annex Wealth Management