FEATURED: How Oil Prices Affect You

Financial professionals keep an eye on oil prices because they often reflect larger trends in the economy. Here are a few ways oil prices might have an effect on you and your savings. SEE FULL INFOGRAPHIC


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



Viruses, Worms & Trojan Horses

One type of malware has captured the attention of the world. Recent ransomware attacks show the devastating effects it can have on business and infrastructure. After a worldwide attack with a cryptoworm called “WannaCry” in May, another attack with a strain of ransomware called “Petya” started on Tuesday and kept on spreading around the world on Wednesday.

Malware has come a long way in the last ten years, as the below infographic shows. According to analysts with IT-security software firm G Data, the number of new malware specimen is likely to reach more than 7.4 million this year alone. Albeit this number seems to spell bad news only, the data also indicates that the malware growth rate is slowing.

Source: https://www.statista.com/chart/10045/new-malware-specimen-and-share-of-windows-based-malware/


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:
Independence Day: Celebrating The Idea

Annex Wealth Management’s Dave Spano honors Independence Day with his thoughts on what makes America great.

What Does It Mean To Stay Out Of Bonds?

What does “staying out of bonds” mean? Are there options in bonds? How does the yield curve affect rates? Annex Wealth Management’s Dave Spano and Mark Oswald discuss.

Factors That Effect Inflation

What factors are considered when expressing inflation? Annex Wealth Management’s Dave Spano and Mark Oswald discuss.

Sector Rotation

What are sectors and what does it mean to rebalance sectors? Annex Wealth Management’s Dave Spano explains.

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