Dave Spano
Dave Spano, CFP® is the President & Chief Executive Officer of Annex Wealth Management, where he provides and implements the vision for the entire firm. With over 35 years of experience in the financial services industry, Dave has helped shape the vision and growth of one of the premier independent financial service organizations in Wisconsin and Northern Illinois. Dave is a prominent figure in the Milwaukee community, having served on multiple boards, including Summerfest and The Historic Third Ward, and as President of the Italian Community Center.
Do you manage your money like a millionaire?
Many of these behaviors seem obvious, like spend less than you can afford.
Brexit: How it still will likely impact your portfolio
U.S. companies that sell goods to foreign customers suffer because, relative to a weaker currency, our goods and services cost more.
Make 2019 the year you got real
No one knows better than you exactly what can get you off track with your financial plan.
This is not a “Year in Review”
A financial plan can help spare you the stress of constantly monitoring the market.
When a big salary doesn’t pay off
While it can represent both a psychological and financial achievement, a large salary doesn’t guarantee wealth.
Was your election anxiety worth it?
Despite how wildly elections can swing, our responses needn’t be immediate.
You’re finally making good money. Now what?
It may be time to consider a real inventory of what you own, what it’s all worth, the tax implications of your holdings, and even your estate plan.
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Aretha Franklin left behind a legacy – and some headaches
Ms. Franklin did not have a will or trust at the time of her death.
Five ways playing golf is like caring for your portfolio
There’s a strong similarity between the best golfers and those dealing with their finances astutely.
Four levers that help you reach financial goals
Increase the chances of achieving money goals by getting a higher rate of return, working longer, saving more, or spending less.
