FEATURED: What’s A Fiduciary? A Fiduciary Definition

What Is A Fiduciary? The term “fiduciary” has appeared more and more in headlines, but what does it mean? Is every financial advisor a fiduciary? This brief video explains what a fiduciary is, and why people seek out fiduciary advisors. For more information, visit annexwealth.com/fiduciary/.

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.”

The top “MoneyDo” of 2017 was: Importance of Account Titling
Account titling is an important part of getting your assets organized. Its simplicity often means it gets overlooked, which can expose you and your estate to risks and tax consequences.  This week we suggest you review the ownership structure of your accounts and make sure it works in conjunction (not contrary) with your estate planning goals.



Are We Ready For ‘Amazon Key’?

Recently, 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’s The Monte Carlo Technique? What’s It Got To Do With Wealth Management? 

Annex Wealth Management’s Dave Spano explains what the Monte Carlo technique is, where it got its name, and how wealth managers rely on the technique to create financial plans.

Know The Difference™ Minute: What’s The Biggest Retirement Expense?

Ever wonder what the biggest expense will be when you retire? The Bureau of Labor Statistics found out, and the answer may surprise you.

Can You Retire Too Early? Medicare Q&A with Expert Diane Omdahl

Mark Oswald & Diane Omdahl, founder and President of “65 Incorporated” discuss the question “Can You Retire Too Early?”

Market Correction Vs. Bear Market

A caller asks if Annex Wealth Management sees a correction upcoming. Annex Wealth Management’s Mark Beck discusses the conditions for a correction and the conditions for a bear market, and how Annex Wealth Management constructs portfolios and strategizes to prepare for potential corrections.

What Is Your New Year’s Resolution?


Ask Annex

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Join Annex Wealth Management and WTMJ’s Dave Spano on this incredible tour of Italy.  You’ll be immersed in Italy’s historic cities, idyllic fishing villages, islands, lakes, and canals, heritage buildings, inspiring art, fabulous food and breathtaking scenery. Join us for this enchanting trip to Italy, with an extra night in Rome included. CLICK HERE FOR DETAILS

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

Travel with the WTMJ Saturday Morning Team, Dave Spano from Annex Wealth Management, “Mr Fix It” Tom Feiza, and Rose Gray from the Fox World Travel Show, for a week in the paradise of Riviera Maya, Mexico. CLICK HERE FOR DETAILS

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