ICYMI: Mirror, Mirror On My Financial Wall: Why Calculating Your Net Worth Is Important

Whether you’ve just begun building your financial plan or are recalibrating your existing plan, one healthy first step is calculating your net worth. Your net worth will give you a clear picture of your financial health, and help you quickly determine whether you’re increasing your wealth or getting yourself deeper into debt. READ MORE


May 9, 2017
6:00pm – 7:30pm

The Delafield Hotel, Cushing Room
415 Genesee St.
Delafield, WI 53018

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

May 16, 2017
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.



Put Your Money Where Your Mouth Is

Everyone has heard the term “Put your money where your mouth is.” Schwab Chief Investment Strategist Liz Ann Sonders released a note recently with research showing that consumers are “saying” they have confidence in the economy going forward, but data such as retail sales figures aren’t matching that level of confidence – in other words, they aren’t “putting their money where their mouths are”.

Wall Street analysts and economists collect various measures of data and most can be broken down into either of two groups—“hard” and “soft” data. Hard data are things like actual figures, retail sales, and number of vehicles sold. Soft data tends to be consumers’ or business managers’ opinions of the economy — like consumer confidence data and purchasing manager surveys. Ms. Sonders notes that, for example, the Conference Board’s “soft” consumer confidence data hit its highest level in 17 years last month, but on the other hand “hard” data like retail sales fell for a second straight month in March.


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: The Netflix Earnings Show

Netflix’s most important video production is one that you may never see.

North Korea & The Global Economy

Annex Wealth Management’s Dave Spano talks to Dr. Brian Jacobsen from Wells Fargo about the potential for global conflict  around the world, and whether military issues and potential for conflict should guide investment decisions.

“Sell In May, Go Away”- Is This True?

Annex Wealth Management’s Derek Felske and Jackie Sklenar discusses where the saying “Sell In May, Go Away” came from, and given the changes in industry, the global economy, and the use of technology, whether that adage still is accurate.

Leave The Worrying To Your Financial Planner

The average investor is exposed to so much information – do they have to be concerned about all the details, allocations and headlines? Annex Wealth Management’s team concept allows each member of the team to apply their expertise and experience to understand and make sense of all the information out there.

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