What Do You Know: The Most Valuable Tech Company

In what year did Apple surpass Microsoft as the most valuable tech company in the world?



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

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

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

Retirement Roadmap – September 21 @ 6:00 pm – 7:30 pm

Annex Wealth Management Elm Grove Office
12700 W Bluemound Rd Elm Grove, WI 53122

Free – Reservation Required

Retirement Roadmap – October 4 @ 6:00 pm – 7:30 pm

Butte des Morts Country Club
3600 W Prospect Ave Appleton, WI 54914

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: Review or set up a financial & healthcare power of attorney.

Purpose: A power of attorney legally assigns authority to someone to act on your behalf in matters that you specify within the document.



Most Lucrative Boxing Matches

Critics argue the big boxing matches have become nothing but glitzy show events drowned in money. The latest fight of Floyd Mayweather against Conor McGregor stands to be the most lucrative fight as of yet, grossing at an half a billion dollars in total revenue, which probably is a conservative estimate for this bout. Though the actual prize money the boxers take home is lower, the below chart indicates that Mayweather won’t have to worry about his pension. The 40-year-old claims the fight on Saturday night in Las Vegas was his last one.

Source: https://www.statista.com/chart/10847/highest-grossing-boxing-fights-of-all-time-by-total-revenue/


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: Strong Words From Cohn

President Trump’s Chief Economic Advisor had strong words for those who pay estate taxes. Annex Wealth Management’s Dave Spano discusses if Gary Cohn was correct, and why he might have said such strong words.

What To Expect At A Portfolio Review

“Money Talk” host Danny Clayton discusses his experience of sitting in on an Annex Wealth Management portfolio review with his father. Annex Wealth Management’s Dave Spano explains that asset placement is critical to our review. Danny and his father were struck by the technology used to deliver a picture of where they were.

When Should I Get Into The Market?

Annex Wealth Management’s Mark Beck and Jason Ganiere help a caller concerned about money he has in a high yield savings account. They discuss potential strategies to explore and fears of entering a market at its peak.

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