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Wealth Management Learning Center
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...
🔒 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...
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🔒 Madison-based EnsoData completes $20 million Series B funding round
EnsoData has raised $20 million in Series B funding to expand its team and advance AI solutions that streamline sleep apnea diagnosis.
🔒 Lender forecloses on Iron Horse Hotel in Milwaukee
The Iron Horse Hotel, an independently-owned motorcycle-themed hotel in Milwaukee’s Walker’s Point neighborhood, was foreclosed on by its lender Monday, following years of financial...
It pays to be diversified
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research
https://open.spotify.com/episode/08mXTpo14YkFZFQLIH2kii
🔒 Brookfield-based Bitcoin Mining World helps users profit from powering the blockchain
Brookfield-based Bitcoin Mining World helps individuals and businesses worldwide turn a profit by maintaining blockchain networks.
Waiting & Watching
Annex Wealth Management’s Dave Spano and Dr. Brian Jacobsen discuss the two big pieces of news that we’re watching – the Israel/Iran conflict and the Fed’s next move.
🔒 Federal research funding cuts could force Medical College of Wisconsin to shrink research enterprise
While managing recent cancellations of some federal research grants, the Medical College of Wisconsin is bracing for more substantial funding cuts.
In February, the National...
