At this point in the year, most people over 70½ years old know what their 2018 required minimum distribution (RMD) will be. Before you or someone you know starts taking that RMD, make sure to consider the new tax law that went into effect this year.


Are You Getting Insights Like This?

This past Tuesday, after three days of intense market volatility, Annex Wealth Management’s President and CEO Dave Spano and CIO Derek Felske sat down to discuss their vantage on the economy and the markets, and then sent a recording of their conversation to our clients.

Wouldn’t this kind of information and insight help feed your confidence and peace of mind?

If you’re interested in working with an advisor committed to independence and dedicated to communicating with you, let’s get together and discuss the difference. We look forward to hearing from you soon.

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: Start saving for the holidays now.

We talked a lot around the holidays about budgeting and how to plan for the holiday expenses. Now that the holidays have passed, and we have all hopefully had time to recover, it’s time to start thinking about next year!



The Phones Emitting The Most Radiation

For most people nowadays, their smartphone is within arm’s reach 24 hours a day. It’s in their pocket while they’re at work, it’s in their hand on the train ride home and it’s on their bedside table as they go to sleep. With this level of proximity and usage, many can’t quite shake the niggling feeling that they might be risking damage to themselves in the long run. While conclusive longitudinal research on the effects of cell phone radiation is still hard to come by, for those looking to hedge their bets, this infographic shows the phones that emit the most radiation when held to the ear while calling.

The German Federal Office for Radiation Protection (Bundesamt für Strahlenschutz) has a comprehensive database of smartphones – new and old – and the level of radiation they emit. Following the criteria set for this chart (see footnotes), the current smartphone creating the highest level of radiation is the 5T from Chinese vendor OnePlus. In fact, the top list is dominated by handsets made by Chinese companies, with OnePlus, Huawei and ZTE accounting for 9 of the 15 phones with the largest values. It must be said though, that premium Apple phones such as the iPhone 7 and the recently released iPhone 8 are also here to be seen.

While there is no universal guideline for a ‘safe’ level of phone radiation, the German certification for environmental friendliness ‘Der Blaue Engel’ (Blue Angel) only certifies phones which have a specific absorption rate of less than 0.60 watts per kilogram. All of the phones featured here come in at more than double this benchmark.

Source: https://www.statista.com/chart/12797/the-phones-emitting-the-most-radiation/


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


Annex Wealth Management informs and educates through its presence on local radio, hosting hour-long shows each week on Radio 620 WTMJ, Newstalk 1130 WISN, and Newstalk WHBY.

Know The Difference™ Minute: Volatility Returns To The Markets

After working in and around the markets for over 30 years, Annex Wealth Management’s Dave Spano discusses what we’re seeing in the markets right now, and a historical view of the volatility we’re seeing these days.


Caller Question: Are Roth Conversions A Smart Move?

A Caller asks for opinions on a plan regarding his RMDs. Annex Wealth Management’s Deanne Phillips, CFP and Jason Ganiere, CFP, respond to the caller’s idea.


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