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2024 was a magnificent year but international malaise is a weakness. Opportunity with new leaders in a new year but the potential for more volatility is a threat.

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions.

Brookfield | Founded: 1977 Industry: Office equipment Employees: 126 James Imaging Systems provides document imaging and printing solutions to commercial...

Maria was introduced to wealth management while working at her family’s high-end architectural woodworking firm – Glenn Rieder. Though...

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Stock Buying Opportunities, Taxes Withheld From Social Security, and Life In Retirement

Food services provider Sodexo will need to lay off 51 workers following the loss of a client, according to a WARN notice.

BizExpo, BizTimes Media’s annual daylong business-to-business education and networking event, the largest of its kind in southeastern Wisconsin, will...

The mood of the markets has certainly changed. Are consumers beginning to tighten their belts? Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.

Artificial intelligence is here and a definite strength Meanwhile, bad breadth pulls equity returns lower and is a weakness. Look to risk/reward for stock and bonds for opportunities and be mindful of the threat of increasingly tighter conditions.

Annex Wealth Management's Dave Spano and Derek Felske discuss banking industry turmoil, interest rates, and the increased probability of a mild recession.