FEATURED: Will The Tax Law Have An Impact On Employer Benefits?

Annex Wealth Management’s Tom Parks discusses how the tax law may impact employee retirement plans and what employers need most since the law has passed – time.


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: Share your financial goals with someone.

We just passed Valentine’s Day, which is when we celebrate relationships and feelings that hold so many of us together.  We truly are social creatures. More and more scientists are discovering the power of interacting and learning in a partnership or community. Some are even discovering health benefits to social connections.



The Growing Weight of Amazon’s Logistics Costs

Amazon is reportedly planning to launch a delivery service in the next few weeks that would put the e-commerce giant in direct competition with FedEx and UPS. Thus far, despite operating an elaborate network of fulfillment, sortation and delivery centers, Amazon has ceded control over the “last mile” to the companies it now looks set to start competing with.

As Amazon continues to grow, its logistics costs have skyrocketed over the past decade. In 2017, the company’s fulfillment and shipping expenses amounted to $25.2 billion and $21.7 billion respectively, up from just over $1 billion each ten years earlier. Introducing its own shipping service would not only give Amazon the chance to keep shipping costs at bay, it would also reduce the risk associated with relying on UPS and FedEx for last-mile delivery. In its 10-K report, Amazon notes: “We rely on a limited number of shipping companies to deliver inventory to us and completed orders to our customers. If we are not able to negotiate acceptable terms with these companies or they experience performance problems or other difficulties, it could negatively impact our operating results and customer experience.

Source: https://www.statista.com/chart/12893/amazon-fulfillment-and-shipping-costs/


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: Timing The Market Is Hard

With all sorts of volatility, it’s hard to predict when markets will rise and fall. History has shown that equity markets do return from correction.


Market Volatility & Your Portfolio

Annex Wealth Management’s Dave Spano and Derek Felske discuss risk parity and building a portfolio – and why compressed volatility has an impact on portfolio construction.

Programmatic Trading Guides A Retest

Annex Wealth Management’s Derek Felske and Dave Spano discuss the market correction, and what might have cause it to bottom.


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