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Wealth Management Learning Center
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.
Bucks make stunning moves in attempt to improve roster
The Milwaukee Bucks stunned the NBA today with major roster moves in an attempt to improve the team's chances of winning a championship.
🔒 Q&A: Paul Eberle discusses new Catholic Charities post, leading with faith
Following three decades in business and law firm leadership, Paul Eberle has embarked on a new path as head of social services agency Catholic...
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Valuation threats
The Annex Wealth Management SWOT Podcast. Hosted by Matt Morzy, Director of Research.
Will Trump Appoint A Backseat Driver For The Fed?
Markets have rebounded from early 2025 lows on the heels of USA's attack on Iran. Will Trump name a Fed Chair appointee nine months before his or her term begins? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
How much did Wisconsin’s economy shrink in Q1?
Wisconsin’s economy contracted 0.6% in the first quarter as gains by the nondurable goods manufacturing and information sectors were outpaced by downturns in wholesale...
🔒 Report: Milwaukee’s 2025 apartment rental market is less competitive than prior years
With moving season in full swing, a new report ranks metro Milwaukee's apartment rental market as the 15th most competitive in the country—down several...
🔒 Whitefish Bay-based AMP Wealth Management acquired by Georgia-based firm
Merit Financial Advisors has acquired AMP Wealth Management, expanding its Midwest footprint and adding $365 million in assets.
🔒 Another Brookfield office building in foreclosure sold at sheriff’s auction
An office building on Executive Drive in Brookfield has been sold at a sheriff's auction, according to state property records.
Located at 300 N. Executive...
