POLL: I Want To Hold Your Hand

The S&P 500 has done something it hasn’t done in more than 50 years. The last time the S&P 500 opened a year with three straight records, the Beatles’ “I Want To Hold Your Hand” was on its way to number one on the  Billboard charts.

Investors may want someone to hold their hand even though markets are soaring and volatility is at multi decade lows.

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: Get organized for income taxes.

You’re probably already receiving tax documents from your employers, investments, and contractors, so you know what time it is – time to get yourself organized and prepared to file your 2017 tax return.



2017 Was The Safest Year In The History Of Air Travel

2017 was the safest year in the history of commercial air travel. Data released by The Aviation Safety Network reveals that there were no crashes involving commercial airliners anywhere in the world last year, despite the volume of air traffic reaching a historic high. When acts of suicide, sabotage and hijacking are excluded, the year saw 14 air accidents with 59 deaths. That represents an improvement on 2016 when there were 17 accidents and 258 fatalities.

Source: https://www.statista.com/chart/12393/2017-was-the-safest-year-in-the-history-of-air-travel/


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: Hold Your Hand

We’re experiencing historic times in the markets, but some investors are not sure where in the economic cycle we are. Annex Wealth Management’s Dave Spano explains.

Know The Difference™ Minute: Quitters Win

It might seem counterintuitive, but a high Quit Rate is often a sign of a healthy national economy. Annex Wealth Management’s Dave Spano explains.

Financial Planning: 2017’s Stock Market Strength

Annex Wealth Management’s Mark Beck and Randy Winkler discuss the impact of a strong market on financial planning, and how Annex Wealth Management works with plans and a strong market.

Tax Planning: Roth Rules

Roth IRAs have some interesting rules that effect only those accounts. Annex Wealth Management’s Mandy Nowacyzynski discuss those rules and how they apply to your Roth IRA accounts.

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™

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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