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Ask Annex: Tariffs And My Portfolio | Spendthrift Trusts

Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Matthew Morzy, MBA, CFP and Fred Coleman, CFP® answer your questions on: Tariffs And My Portfolio and Spendthrift Trusts

🔒 Phoenix Investors paid $8.4 million for Milwaukee Stellantis facility

Milwaukee-based Phoenix Investors paid more than $3 million above assessed value for the 1 million-square-foot Stellantis facility in Milwaukee's Bay...

Mandel Group opens Caroline Heights apartment complex in Elm Grove

Milwaukee-based multi-family real estate development firm Mandel Group is welcoming the first residents at its latest apartment community, Caroline...
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The economic tool for non-economic outcomes

Tariff talk as shifting policy changes make for an uncertain environment. Plus, the subject of DOGE sets the boys up to utter 'big balls' at least 7 times.

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