FEATURED: Leakage: Stop Raiding Your 401(k) Plan

Kudos to those of you who are saving for your future. Keep it up. When the temptation comes to access those funds for purposes other than retirement, do all you can to figure out another way to cover those expenses. READ MORE

Wednesday, April 26
6:00pm – 7:30pm

Annex Wealth Management Elm Grove Office

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


• Understand your sustainable withdrawal rate

• Recognize important IRA milestones



Google, Googler, Googlest

Google dominates the world of search. No surprises there, of course. But as our infographic below shows, the scale of its dominance varies according to device. On desktop, Google enjoys a global market share of 80.5 percent. Moving on to mobile this jumps to 95.9 percent but you really hit ‘peak Google’ when looking at consoles. Here, the world’s search engine of choice has no distance left to run, utterly dominating Playstation et al. with an ironclad 99.4 percent market share.

Source: https://www.statista.com/chart/8746/global-search-engine-market-share/


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: Hey Good Lookin’ (Credit Score)

Annex Wealth Management’s Dave Spano discusses studies that show a link between your financial health and the health of your relationships.

Advantages & Disadvantages Of Annuities

Annex Wealth Management’s Derek Felske and Jeff Schouten answer a caller’s question about annuities. Are they a good investment, and if so, when?

A Balanced Portfolio And Pro-Active Management Answer Many Common Investor Concerns

Annex Wealth Management’s Jeff Schouten discusses fears and concerns that are often answered through Annex Wealth Management’s active management, investments guided by its Investment Policy Committee, and balanced portfolios.

Don’t Walk Away From Money

Annex Wealth Management’s Dave Spano and Mark Oswald talk about how important history is in guiding decisions, and the large  number of people not investing in the market.

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