THE ANNEX WEALTH MANAGEMENT SHOW: Caller Question – Market Increases

This week on the Annex Wealth Management Show, Annex Wealth Management’s President and CEO David Spano and Chief Investment Officer Derek Felske talk to a caller with questions regarding market increases. LISTEN


Tuesday, November 7 | The Pfister Hotel
424 E. Wisconsin Ave in downtown Milwaukee

If you’re considering a relationship with Annex Wealth Management, Join us for Navigating The Markets, a special event for those curious about Annex Wealth Management:

· Hear Annex Wealth Management’s Chief Investment Officer discuss our approach to market fluctuations.
· Learn what philosophies guide Annex Wealth Management’s investment decisions.

· Discuss the strengths of a Core and Tactical approach in navigating the markets.

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: Ask your financial advisor 5 questions.

The way today’s laws are set, it’s your job to determine whether your advisor is truly working in your best interest or not.



Are We Ready For ‘Amazon Key’?

Yesterday, online retail giant Amazon introduced its latest product for Prime customers. Amazon Key is a type of smart lock which will grant users the ability to let people into their home when they are not there. Naturally, the main idea behind the product is to allow Amazon couriers to deposit parcels within the safe confines of your house or apartment but it will also be possible to grant access to other trusted individuals such as a cleaner, for example.

Amazon will install the lock and, for now, it will be available in 37 U.S. cities. While they reassure potential users that all personnel will be thoroughly vetted and, where possible, will not fully enter the premises, are we really ready for such a thing? In response to the product announcement, 9to5Mac conducted a survey to gauge people’s current openness to this kind of tech. As our infographic shows, the largest share (37 percent) of the almost six thousand respondents said that they would not be comfortable with any kind of guest access. When it comes to the Amazon Key level of access, i.e. ‘on-demand’, only 11 percent said they would be willing.

It might then seem like a step too far for now, but according to Amazon vice president of delivery technology Peter Larsen, “this is not an experiment…this is a core part of the Amazon shopping experience from this point forward”. Perhaps we’d better start getting used to it then.

Source: https://www.statista.com/chart/11620/are-we-ready-for-amazon-key/


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: What Does The ECB Have To Do With Me?

The European Central Bank recently announced how it will deal with quantitative easing. It may sound like a lot of financial jargon, but could their decision affect your savings? Annex Wealth Management’s Dave Spano explains.

Bogus Beliefs

You might hear or read hear claims about credit reporting and debt consolidation. Annex Wealth Management’s Deanne Phillips discusses options available to you, and possible paths to creating a plan.

Caller Question: Estate Planning Confusion

A caller talks through complex estate planning paperwork language with Annex Wealth Management’s Deanne Phillips and Ken Symes. Deanne explains why when working with an advisor on an hourly rate may cause some concern, and gives advice on what parts of the paperwork may make review easier.

There’s a significant difference between

financial advisors. Know The Difference™

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Annex Wealth Management & H. Beck, Inc. are unrelated companies.

Our mailing address is:
12700 W Bluemound Rd Ste 200
Elm Grove, WI 53122