HomeWealth Management Learning Center
Wealth Management Learning Center
You’re a mean one, Mr. Fed
The US economy is resilient while sentiment and valuation pose weaknesses. For opportunity, take the long view while the possibility of inflation rearing its ugly head in 2025 is a threat.
🔒 Wisconsin’s strongest population growth this decade still ranks near the bottom
Wisconsin’s population increased by 30,570 in 2024, an increase of 0.52% that was primarily driven by new residents from outside the country, according to...
Trump, running things already
Recorded on the day SoftBank announced a $100B investment in the US, Dave and Dan run through 2024 and look ahead to next year.
Looking for a second opinion on your financial plan?
As a fiduciary, Annex Wealth Management must act in your best interest at all times. Tell us how to best contact you and we'll reach out to right away to help you evaluate your options.
Duration compensation is back!
Optimism, but inflation's a touch hot. Opportunities, since the Fed won’t defy gravity but will we see tariffs before we hear talk?
🔒 Report: Milwaukee apartment market again ranked as nation’s third-most competitive
The Milwaukee apartment market was again ranked as the third-“most competitive” in the nation according to a report from Santa Barbara, California-based RentCafe, the same ranking that it gave the area’s apartment market a year ago.
China Seeks Growth To Offset Tariffs
The American economy continues to show signs of stability, but China may turn to stimulus to spark growth. Why growth is so important and how US policies could impact that growth were objects of discussion for Annex Wealth Management's Dave Spano and Brian Jacobsen
Marquette University alumnus commits $3 million to endowed scholarships and tennis complex
Marquette University alumnus Ross Sprovieri and his wife, Susan Sprovieri, have committed $3 million to support the university’s endowed tennis scholarships, as well as fund its tennis complex.
Carmen Schools breaks ground on $55 million south side campus
After 17 years, Carmen Schools of Science and Technology is one step closer to having its first permanent home.
More Wisconsin bank CEOs expect improving economy in 2025
A growing number of Wisconsin bank chief executive officers expect the economy to grow in the next six months compared to six months ago...