In The News

Axiom Vol 82

1/21/18

POLL: Managing My Taxes

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: Stop and consider how you’ll spend your free time in retirement.

Sometimes planning can leave you lost in details. We believe, in its simplest form, retirement planning requires you to consider two chief components: The first is saving for retirement, and the second is planning on how you will spend your time during retirement.

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Countries Drinking The Most Beer

When it comes to drinking beer, no one beats the Czechs. A new study by Statista has revealed how much beer people in selected countries consumed last year. In 2017, the average Czech drank 137.38 liters, a huge amount more than second-placed Poland with 98.06. In fact, Eastern European countries dominate the top list. The U.S. makes it into twelfth with 74.90 liters.

Source: https://www.statista.com/chart/12510/the-countries-drinking-the-most-beer/

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: Myth Busting: Repatriation

Annex Wealth Management’s Dave Spano discusses an incorrect “fact” often shared about repatriation.

Know The Difference™ Minute: Ask The Screen

As more and more parents allow kids to work and play with a screen, Annex Wealth Management’s Dave Spano wonders: are we doing this right?

Are American Investors Pessimistic Or Optimistic?

Annex Wealth Management’s Derek Felske discusses whether most US investors are, by nature, optimistic or pessimistic.

Why Might The Fed Kill A Bull Market?

Annex Wealth Management’s Derek Felske discusses one way this current market surge could end – a fed decision that impedes inflation AND market growth.

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™

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 82

POLL: Managing My Taxes

AXIOM + GRAPHIC = AXIOMAPHIC OF THE WEEK

The Countries Drinking The Most Beer

BEST OF OUR RADIO PROGRAMS

Know The Difference™ Minute: Myth Busting: Repatriation

Know The Difference™ Minute: Ask The Screen

Are American Investors Pessimistic Or Optimistic?

Why Might The Fed Kill A Bull Market?

Ask Annex

Treasures Of Italy with Dave Spano – October 20, 2018 to November 1, 2018

Retreat to Paradise with WTMJ’s Saturday Morning Team – March 11, 2018 to March 18, 2018

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