There’s a significant difference between
financial advisors. Know The Difference™

8/20/17

FEATURED: Annex Wealth Management Difference Of The Game

Know the Difference during the Packers Game! Every Packer Game, the Packers Radio Network will select an Annex Wealth Management Difference of the Game – one person, play or thing that made a difference. Keep track of them here. READ MORE

EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 6:00 pm – 7:30 pm

Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092 United States

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.

Free – Reservation Required

Every week, Annex Wealth Management will give you one thing you should do that may improve your financial well-being. We call it the “MoneyDo List.”

This weeks’ “MoneyDo” is: Know how Roth and Traditional accounts could help you.

When it comes to saving for retirement, you’ve been given two tools designed to help you optimize your savings –
Roth vs. Traditional Retirement Accounts

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

How Big Are The “Next Big Things” in Tech?

Over the past few years, many things have been touted as “the next big thing” in the tech industry. Be it smartwatches, virtual reality headsets or smart home devices – what they all have in common is the fact that they haven’t made an impact the way that smartphones did when they first came around a decade ago. That doesn’t mean that some of these technologies aren’t popular however.

So how big exactly are these next big things today? And which one is maybe closest to becoming as ubiquitous as smartphones have become. The following chart, based on a recent forecast published by the Consumer Technology Association, shows that wearables, smart home devices and 4K TVs have already become multi-billion dollar sellers in the United States while drones and VR headsets are still in the earlier stages of the adoption curve.

Source: https://www.statista.com/chart/10692/emerging-tech-sales-in-the-us/

BEST OF OUR RADIO PROGRAMS

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: Consumer Debt

Statistics show consumer debt hit an all-time high last quarter. Why are people borrowing? Annex Wealth Management’s Dave Spano takes a look.

What Does Harvesting Gains Mean?

Annex Wealth Management’s Jeff Schouten and Mark Beck help define what “harvesting gains” means, and when an investor might take use that tactic.

COMING SOON: The Annex Wealth Managment Show – 1150 WHBY

First airing September 7, 2017 – 1150 WHBY: The Annex Wealth Management Show is a weekly, hour-long talk show that discusses many wide-ranging questions people have about saving, retirement, and building and maintaining wealth.

There’s a significant difference between

financial advisors. Know The Difference™

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

Axiom Vol 60