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Wealth Management Learning Center
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.
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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...
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...
