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Wealth Management Learning Center
Aug Prep raises $3.2 million for its students through annual scholarship gala
St. Augustine Preparatory Academy, a K-12 private Christian voucher school in Milwaukee, raised $3.2 million at its annual scholarship gala on Friday.
Harley-Davidson expects deal involving financial services business to close in Q3
A sale of Harley-Davidson Financial Services is expected to close in the third quarter of this year, according to an SEC filing.
Waiting On New Tone With China
US Officials intend on meeting with Chinese representatives through the weekend, and the markets seem to be waiting to see if President Trump's new tone will extend through the talks. Annex Wealth Management's Brian Jacobsen and Danny Clayton discuss.
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Wealth Prompt: Private Equity In 401k Plans
Annex Wealth Management's Chief Economist, Brian Jacobsen, PhD, JD, CFA®, CFP®, CAIA, CBE talks with Director of Retirement Plan Services, Tom Parks, AIF®, CRPS™ about private equity - how it works, what makes it complicated, and why it's not right for everyone.
Wisconsin imports up 9% to start the year
Wisconsin’s total imports in the first quarter increased more than 9% to $10.5 billion, including a 20% increase in March alone, according to data...
A glimmer of tariff clarity?
Tariff clarity remains elusive as tax policy stays murky. Fresh from another round of White House radio shows, Dan O'Donnell and Dave Spano reconnect to discuss a week where the S&P 500 revisited Liberation Day levels.
Mangled/Tangled ‘Magnificent’7
The Annex Wealth Management SWOT Podcast
Host by Brian Jacobsen, Chief Economist.
🔒 Sentry survey finds 60% of C-suite execs don’t expect growth within their companies in 2025
Facing economic uncertainty and persistent supply chain issues, 60% of top U.S. business leaders expect stagnant or declining growth in 2025.
Earnings Reports, A McRecession, & Rate Cuts
Annex Wealth Managent’s Dave Spano and Brian Jacobsen discuss the possible rate cuts in June, new fed pressures, earnings reports, and a McRecession.
