The Annex Wealth Management Show: Buffett Annual Letter
Every year, Warren Buffett – widely considered one of the most successful investors ever – writes an annual letter to his shareholders, an informative homespun revelation that has become a reading “must” for many investors. Annex Wealth Management’s Dave Spano, Mark Oswald, and Derek Felske discuss this year’s letter.



Where Brands Matter Most

Coca Cola vs. Pepsi, Nike vs. Adidas, McDonald’s vs. Burger King – some of the biggest brand rivalries of the last century. Nowadays though it’s all about Apple vs. Samsung, or, iOS vs. Android. Backing up this assertion, the new Global Consumer Survey 2018 from Statista has revealed that 63 percent of U.S. adults say they pay particular attention to brands when buying smartphones – more than for any other category, including fashion (53 percent) and food/drinks (42 percent).

Source: https://www.statista.com/chart/13051/where-brands-matter-most/


We’ll Cover:

• 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

March 29, 2018 | 6:00 pm – 7:30 pm
Butte des Morts Country Club

Complimentary Event | Reservation Required

April 10, 2018 | 6:00 pm – 7:30 pm
Annex Wealth Management Mequon Branch Office

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: For Walmart, Less Than 50 Percent Growth Is A Bad Thing

Market analysts showed concern for Walmart’s bad fourth quarter, noting that e-commerce sales were down. Then again, they were down from growth rates that exceeded 50 percent. Annex Wealth Management’s Dave Spano discusses.


In Case You Missed It: Dr. Brian Jacobsen Interview Part 1

Annex Wealth Management’s Mark Oswald reviews the week that was in the markets with Dr. Brian Jacobsen.


How Long Can This Bull Market Go? ICYMI: Dr. Brian Jacobsen Interview Part 2

The US markets are in one of the longest bull markets in history. How much longer can it go? Annex Wealth Management’s Mark Oswald discusses with Dr. Brian Jacobsen.


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

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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