FEATURED: Annex Wealth Management Sponsors 47th Annual Lombardi Golf Classic

As a proud sponsor of the Vince Lombardi Cancer Foundation, Annex Wealth Management plays an active part in the Foundation’s annual golf outing and gala. With your support, over $170,000 was raised this past weekend to support Aurora Cancer Care in Wisconsin. READ IT


June 20, 2017
Butte des Morts Country Club
3600 W. Prospect Ave
Appleton, WI 54914

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.

July 12, 2017
Annex Wealth Management Mequon Office
1339 W. Mequon Rd.
Mequon, WI 53092

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



Netflix Originals Create Most Buzz Online

The weapon of choice for many companies battling over the streaming crown is original content. Both Amazon and Netflix are spending big money on creating their own TV shows. Others such as Hulu or most recently Apple are also investing in exclusive content to promote their subscription services.

So if everybody’s in the game, whose winning it? The following infographic, based on data provided by Parrot Analytics, shows that Netflix originals currently create the most buzz online. 9 out of the 10 most popular streaming originals in the United States in the first week of June were Netflix shows with Hulu’s “The Handmaid’s Tale” the only non-Netflix show in the Top 10.

Parrot measures total audience demand being expressed for a title. Audience demand reflects the desire, engagement and consumption of content, weighted by importance; so a stream/download is a higher expression of demand than a ‘like’/comment.

Source: https://www.statista.com/chart/9759/most-popular-streaming-series/


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: 99 Months Of A Bull Market: What Next?

The market is in its 99th month of a bull market, the second longest bull market in history. Can the market continue to climb a wall of worry?

Savvy: A Lower Fee Option

Annex Wealth Management’s Dave Spano and Mark Oswald discuss Savvy: a new client experience harnessing the power of advisor-assisted technology.

Reverse Mortgages For Those After Retirement

Annex Wealth Management’s Dave Spano and Mark Oswald answer a caller’s question regarding whether or not a reverse mortgage is a viable option post-retirement.

The Fiduciary Rule: Why Are They Making The Change Now?

Annex Wealth Management’s Dave Spano & Mark Oswald provide insight for those who still have questions regarding the DOL Fiduciary Rule.

There’s a significant difference between

financial advisors. Know The Difference™

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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