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Wealth Management Learning Center
🔒 The latest economic insights
Editor’s note: This is a collection of economic expert commentary on the U.S. and local economies. It is updated on a regular basis.
Brian Jacobsen,...
Ellenbecker Investment Group
Waukesha | Founded: 1996
Employees: 43 | Industry: Wealth management
Ellenbecker Investment Group is a holistic financial planning firm offering tax...
Brookfield restaurant expanding to Cedarburg with purchase of Galioto’s Twelve21
Brookfield restaurant The Elbow Room will open a second location this fall following its purchase of Italian-American steakhouse Galioto’s Twelve21 in Cedarburg.
With the acquisition,...
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AI fueling capital spend
The Annex Wealth Management SWOT Podcast. Hosted by Chief Economist, Brian Jacobsen, and Chief Investment Officer, Derek Felske.
BLS Admits There Was A Slowdown Last Summer
The BLS revised its jobs numbers for last year by over 900,000, indicating that there was a "mini recession" then. Since then, we've seen a recovery - what will the Fed do now? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
🔒 Metro Milwaukee to add 2,600+ new apartments in 2025, report shows
Metro Milwaukee is expected to add 2,624 new apartment units in 2025, a 51% increase over last year’s total, according to a new report...
Milwaukee-area fund managers ordered to pay $27.5 million for securities fraud
Two local fund managers have been ordered to repay $27.5 million after defrauding more than 100 investors via a private investment fund.
Viewpoints: Pros and cons of tariff strategy continue to play out
A Trump administration goal in imposing tariffs on many foreign-made goods was to encourage some manufacturers to relocate in the United States, a process...
🔒 Historic building in Waukesha donated to ProHealth Waukesha Memorial Hospital
Two families have donated Barstow Office Center, located at 210 NW Barstow St., to ProHealth Waukesha Memorial Hospital. ProHealth also plans to invest $9 million in upgrades to the facility.
