In The News

Axiom Vol 39

3/19/17

WATCH IT: Good Question – Annex Wealth Management

Annex Wealth Management’s :30 spot appearing during the NCAA tournament. WATCH IT

Nominations now accepted for the Know the Difference™ Award!

The Know the Difference™ Award presented by Annex Wealth Management and Vince Lombardi Cancer Foundation, recognizes someone who:

Gives above and beyond to those dealing with cancer
Performs special acts of kindness to have a positive impact
Builds the morale of people going through cancer and/or caregivers that care for them and much more.

Read about last year’s Know the Difference™ Award winner, Patricia Payleitner Here.
Do you know someone who would be a great candidate for this award?

Submit your Know the Difference™ Award nominations by April 7th below.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

St. Patrick’s Day Is Big Business

People far and wide will be raising their glass and toasting the Emerald Isle today. Every year, an estimated 13 million pints of Guinness are consumed around the world on St. Patrick’s Day compared to 7.5 million on an average day. That’s enough to fill two and a half Olympic-sized swimming pools. Even though the holiday is a big deal in Ireland, Americans tend to get pretty enthusiastic about it as well. As the following infographic shows, 56.1 percent of people in the U.S. plan to embrace their inner Irishness and celebrate this year. According to the National Retail Federation, spending is expected to be the highest in its survey’s 13-year history at $5.3 billion.

Source: https://www.statista.com/chart/8555/st-patricks-day-is-big-business/

ANNEX EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

In any industry, there are at least a few “secrets” known only by the insiders who work in the field that they’d rather keep to themselves. Ever wonder what truths some financial professionals keep to themselves? Join us for “7 Secrets Financial Professionals Don’t Want You to Know” where we’ll share a few of the industry’s best-kept secrets.

Free Event – Reservation Required

For more upcoming Annex events CLICK HERE

BEST OF OUR RADIO PROGRAMS

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: The Fed Raised Rates – What Happens Now?

Fed Chairman Janet Yellen announced that rates would increase by one quarter of one percent. Now what?

Warren Buffet: An Investor’s Letter To Shareholders

Warren Buffet wrote a letter to his Berkshire Hathaway shareholders. Annex Wealth Management’s Derek Felske and Mark Oswald discuss Buffet’s comments about potential market declines in the future. Derek agrees with Buffet’s comments, and discusses how active management could help weather potential future financial turmoil.

Municipal Bonds: Will Trump Make Them More or Less Attractive?

Annex Wealth Management’s Derek Felske and Mark Oswald field a question about municipal bonds and bond funds. Will a change in tax rates have an impact on this investment?

There’s a significant difference between

financial advisors. Know The Difference™

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

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Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Growth: Turn Up the Volume? Inflation: The Bigger They Are, the Harder They Fall Policy: Rallying Around a Pause Looking Ahead: Too Soon? | Understand Your WRS Pension Potential

Axiom | Vol 511

From Correction Territory & Back In 11 Days | Passion Assets & Legacy: Preserving the Stories Behind Your Treasures – BROOKFIELD | Smart Habits of Rich Retirees | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | What Is Direct Indexing? | Turning Your Treasures (and Pets!) into Lasting Legacies – Don’t Let Love Become a Burden – Listen To Wealthyist | Understand Your WRS Pension Potential

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

Macro & Market Musings – 4/17/26

Comments based on information available as of 5:15 am CT on 4/17/2026 Growth: Turn Up the Volume? Pepsi’s first-quarter results offered a small but...

What Is Direct Indexing?

Direct indexing is an investment approach that allows individuals to directly own the underlying stocks of an index rather than investing through a pooled fund. This structure allows for a higher level of customization, such as excluding specific companies or industries and tailoring the portfolio to personal goals or values. It also supports tax efficient, and gives investors more control over after tax outcomes.

Smart Habits of Rich Retirees

Many wealthy retirees don’t just stop working, they shift their focus to protecting what they’ve built while enjoying life. Their success often comes from blending smart financial habits with smart lifestyle choices rather than simply chasing higher returns. The result is greater flexibility, confidence and sometimes other positives in retirement. Annex Wealth Management’s Mike Dodge, CFP®, ChFC®, CLU® is here to discuss.

Unleash the Power of What's Next

After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.

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A Look At What’s Happening
From Annex Wealth Management

Axiom Vol 39

WATCH IT: Good Question – Annex Wealth Management

Nominations now accepted for the Know the Difference™ Award!

Submit your Know the Difference™ Award nominations by April 7th below.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

St. Patrick’s Day Is Big Business

ANNEX EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

Know The Difference™ Minute: The Fed Raised Rates – What Happens Now?

Warren Buffet: An Investor’s Letter To Shareholders

Municipal Bonds: Will Trump Make Them More or Less Attractive?

There’s a significant difference between

financial advisors. Know The Difference™

Read More

Unleash the Power of What's Next

A Look At What’s HappeningFrom Annex Wealth Management

A Look At What’s Happening
From Annex Wealth Management