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DCA, Active vs Passive, Sequence of Returns Risk, High Net Worth Tax Strategy
Every week, members of the Annex Wealth Management team field your questions on all sorts of wealth management topics. This week, Annex Wealth Management's Sarah Kyle and Matt Morzy answer questions on:
DCA in down markets?; Active VS Passive; Sequence Of Returns Risk; High Net Worth Tax Strategy
🔒 Hendricks sells Granville industrial building for $7.4 million
Hendricks Commercial Real Estate has sold the 68,000-square-foot Granville industrial building where its sister company, ABC Supply Co., is...
🔒 Metro Milwaukee home sales down 22.6% in February
Home sales in the four-county metro Milwaukee area were down 22.6% in February, year-over-year, with 877 homes sold compared...
A BIG week meets the SVB factor
The continued strength of inflation, valuations continue to be high while the equity risk premium stays low. The decline in interest rates meets continued Central Bank tightening.
Southwest Airlines adds more frequencies to existing MKE routes
Southwest Airlines announced today that it will add daily nonstop flights between Milwaukee Mitchell International Airport (MKE) and existing...
7 Wisconsin companies make World’s Most Ethical Companies list
Seven Wisconsin companies are included on the 2023 World’s Most Ethical Companies list by Scottsdale, Arizona-based Ethisphere Institute.
Ethisphere launched...
Minority Owned Law Firm MWH Law Group Serves as Co-Issuer’s Counsel to CVS Health Corporation in Connection with $6 Billion Corporate Bond Offering
Milwaukee, WI / March 1, 2023) MWH Law Group LLP is pleased to announce that the firm served as...
🔒 Two industrial buildings planned in Germantown
Two industrial buildings are planned in Germantown by different development firms.
Affiliates of Milwaukee-based Zilber Property Group submitted plans to...
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More Signs Rate Increases Are Taking Hold
The recent jobs report adds to signs that the Fed is at a crossroads. How much should rates be increased next? Annex Wealth Management's Dave Spano and Derek Felske discuss
Weekly Debrief: Did Wisconsin Center District get its name right with Baird deal?
Andrew Weiland and Arthur Thomas from BizTimes Media get together to discuss the news of the week, including the...
Rite-Hite completes new corporate HQ in Walker’s Point
Almost eight months after employees began moving into Rite-Hite’s new corporate headquarters, the final portion of the campus is now also complete.
Baird to be naming rights sponsor for downtown Milwaukee’s convention center
After 10 years without a corporate naming rights sponsor, the downtown Milwaukee convention center, long known as the Wisconsin...
