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Wealth Management Learning Center
I’m Just A Big, Beautiful Bill.
A campaign promise was made, and that campaign promise was met. Dan O'Donnell and Dave Spano react to the Big Beautiful Bill passing into law and the subsequent reactions on The Difference.
🔒 Milwaukee County takes step toward $30 million commitment for Mitchell Park Domes renovation project
The Milwaukee County Board of Supervisors Committee on Parks and Culture voted on Tuesday to move ahead with the county’s commitment to support a plan to redevelop the Mitchell Park Domes.
🔒 Take a look at Hilton Milwaukee’s newly renovated guest rooms
Work to revitalize the guest rooms at the Hilton Milwaukee hotel is now complete, marking the first phase of what owner and operator Marcus...
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2025 so far
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research.
Where do Wisconsin bank CEOs see the economy headed for the rest of 2025?
Most chief executive officers at Wisconsin banks do not expect to see much change in the economy over the next six months, according to...
Jobs Report & The Fed’s Next Move
Jobs numbers were better than expected, and the next inflation number is set to arrive July 15. What does this mean for the fed’s next move? Annex Wealth Management's Brian Jacobsen is here to discuss.
Philanthropist Geri Fotsch to receive Lifetime Achievement Award at Nonprofit Excellence Awards program
Geri “Nana” Fotsch will receive the Lifetime Achievement Award at the annual BizTimes Media Nonprofit Excellence Awards program on Thursday, July 24.
The Nonprofit Excellence...
Wealth Prompt: Model Portfolios
Across the industry, advisors, broker/dealers and asset managers each have their own reason for using model portfolios. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss the benefits and disadvantages, and why it may be good to view them as a starting point, but not an ending point for your portfolio.
Riverfront French bistro Cassis on track to open in fall
The concrete slab is being poured this week at Cassis, a French bistro in the works by the owners of Birch for the 333...
