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Axiom Vol 60

There’s a significant difference between
financial advisors. Know The Difference™

8/20/17

FEATURED: Annex Wealth Management Difference Of The Game

Know the Difference during the Packers Game! Every Packer Game, the Packers Radio Network will select an Annex Wealth Management Difference of the Game – one person, play or thing that made a difference. Keep track of them here. READ MORE

EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 6:00 pm – 7:30 pm

Annex Wealth Management Mequon Branch Office
1339 W Mequon Road
Mequon, WI 53092 United States

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 – Reservation Required

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: Know how Roth and Traditional accounts could help you.

When it comes to saving for retirement, you’ve been given two tools designed to help you optimize your savings –
Roth vs. Traditional Retirement Accounts

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

How Big Are The “Next Big Things” in Tech?

Over the past few years, many things have been touted as “the next big thing” in the tech industry. Be it smartwatches, virtual reality headsets or smart home devices – what they all have in common is the fact that they haven’t made an impact the way that smartphones did when they first came around a decade ago. That doesn’t mean that some of these technologies aren’t popular however.

So how big exactly are these next big things today? And which one is maybe closest to becoming as ubiquitous as smartphones have become. The following chart, based on a recent forecast published by the Consumer Technology Association, shows that wearables, smart home devices and 4K TVs have already become multi-billion dollar sellers in the United States while drones and VR headsets are still in the earlier stages of the adoption curve.

Source: https://www.statista.com/chart/10692/emerging-tech-sales-in-the-us/

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: Consumer Debt

Statistics show consumer debt hit an all-time high last quarter. Why are people borrowing? Annex Wealth Management’s Dave Spano takes a look.

What Does Harvesting Gains Mean?

Annex Wealth Management’s Jeff Schouten and Mark Beck help define what “harvesting gains” means, and when an investor might take use that tactic.

COMING SOON: The Annex Wealth Managment Show – 1150 WHBY

First airing September 7, 2017 – 1150 WHBY: The Annex Wealth Management Show is a weekly, hour-long talk show that discusses many wide-ranging questions people have about saving, retirement, and building and maintaining wealth.

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 60

FEATURED: Annex Wealth Management Difference Of The Game

EVENTS

7 Secrets Financial Professionals Don’t Want You to Know

September 19 @ 6:00 pm – 7:30 pm

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

How Big Are The “Next Big Things” in Tech?

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: Consumer Debt

What Does Harvesting Gains Mean?

COMING SOON: The Annex Wealth Managment Show – 1150 WHBY

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