7/23/17 FEATURED:  Annex Wealth Management to open downtown office at The Pfister    “Milwaukee’s revitalized downtown is a great place for our new branch. It’s the right place at the right time for us to meet with current and prospective clients seeking an advisor...

7/16/17 KNOW THE DIFFERENCE: This caller thought he bought a mutual fund...we help him discover what he actually owns. Part 1: A caller asks about mutual funds A caller named Russ called in to our "MoneyTalk" show recently and wondered why mutual fund performance...

7/9/17 FEATURED: How Oil Prices Affect You Financial professionals keep an eye on oil prices because they often reflect larger trends in the economy. Here are a few ways oil prices might have an effect on you and your savings. SEE FULL INFOGRAPHIC EVENTS July 12, 2017...

7/2/17 FEATURED: What Does Financial Freedom Mean To You? 3 Financial Freedoms You Should Consider It’s that time of the year when we celebrate the many freedoms we enjoy as Americans. Hopefully, as you enjoy a parade, watch some fireworks or grill our favorite food,...

6/25/17 ICYMI: Talking Debt, Savings, And Retirement With A Millennial Annex Wealth Management's Tom Parks heard a disturbing statistic - that Millennials were spending more on coffee than saving for retirement. He sat down to talk debt, savings, and retirement with...

6/18/17 FEATURED: Annex Wealth Management Sponsors 47th Annual Lombardi Golf Classic As a proud sponsor of the Vince Lombardi Cancer Foundation, Annex Wealth Management plays an active part in the Foundation’s annual golf outing and gala. With your support, over...

The 50th Issue 6/11/17 FEATURED: What Does The DOL Fiduciary Rule Mean For Your Portfolio? The Trump Administration just recently announced that it would allow the DOL Fiduciary Rule to go into effect in June. The rule has been debated, anticipated and explained for...

6/4/17 FEATURED: Asking The Right Questions The Right Way With Margery Sinclair Annex Wealth Management's Dave Spano and Business Etiquette Expert Margery Sinclair discuss the hows and whys of asking important questions of your financial advisor. WATCH IT EVENTS June...

5/28/17 ICYMI: Americans Owe Over $1.41 Trillion In Student Loan Debt It’s no secret that student loans are a hot topic in the United States nowadays. They are mentioned in the media, both in a positive and negative light, almost every day. With all of this news...

5/21/17 FEATURED: Saving Can Be Rewarding Annex Wealth Management's Tom Parks gives blood - and talks about why giving a little bit to your 401(k) savings can be a good thing. WATCH IT EVENTS June 15, 2017 6:00-7:30pm Annex Wealth Management 12700 W. Bluemound Rd. Elm...