POLL: Who do you think will be the first company to reach a
trillion dollar valuation?


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: Align your portfolio’s risk.

Risk. Many associate the word risk with other words like danger or caution. We view the conversation surrounding risk as an opportunity to bring peace of mind to investors. In this week’s MoneyDo we suggest you take a deeper look at how risky your portfolio currently is and how that compares to how much risk you can, and should, handle.



Is Airbnb Really Cheaper Than A Hotel Room?

A combination of factors including budget airlines and ride-sharing have made traveling more affordable than ever. Still, when it comes to finding a place to stay, hotel rooms tend to cost a small fortune. Nowadays, there are solutions for people trying to save money thanks to the rise of the sharing economy, particularly websites such as couchsurfing and Airbnb. Both services give hotels a run for their money but how much is Airbnb actually saving people in major cities?

German hotel reservation website HRS released data on hotel prices in major cities around the world with New York the most expensive with a room averaging $306 a night. AirDNA is a website that tracks and analyzes the Airbnb market and according to their data, an Airbnb room in New York would average $187 a night by comparison. That would save travelers an impressive $119 which they could then splurge on all the attractions The Big Apple has to offer. Cooking in an Airbnb flat and avoiding restaurants can also save even more money for budget travelers.

Source: https://www.statista.com/chart/12655/is-airbnb-really-cheaper-than-a-hotel-room/

ANNEX EVENTS: Retirement Roadmap

February 7, 2018
6:00 pm – 7:30 pm
Annex Wealth Management Elm Grove Office


• 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

Complimentary Event | Reservation Required

February 22, 2018
6:00 pm – 8:00 pm
Annex Wealth Management Elm Grove Office

You worked hard for your career. Now you deserve to play hard – for what could be several decades. Have you mapped out your retirement life? In this workshop, we cover a 5-step system designed to offer you a fresh, interactive view of your money and life. Through an entertaining, interactive and inspirational approach to creating prosperity, we’ll help you visualize your goals and understand what resources you have to make them happen. Come join us as we “storyboard” our futures!

Complimentary Event | Reservation Required


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 Will A Weak Dollar Do To Today’s Economy?

US Secretary of Treasury Steven Mnuchin recently commented that a weak dollar is “good for us” in the short term. Annex Wealth Management’s Dave Spano takes a look.

Davos 2018: The World Economic Forum

What can we learn from what happened at Davos in 2018? How might actions there affect the economy? Annex Wealth Management’s Dave Spano discusses with Dr. Brian Jacobsen.

Diversification & Patience

Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss diversification, looking overseas and at other investment opportunities. Will a stronger Euro affect investing overseas? Is the market overvalued?


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™

Copyright © 2018, 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