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


June 15, 2017
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


• Understand your sustainable withdrawal rate

• Recognize important IRA milestones



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/


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