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Wealth Management Learning Center
🔒 WEC Energy Group plans another $2.1 billion in renewables by 2029, hints at more data centers
WEC Energy Group, the parent company of We Energies, plans to make $28 billion in capital investments from 2025 to 2029, a $4.3 billion...
Moving Into A Higher Tax Bracket | Alternative Investments
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:
Moving Into A Higher Tax Bracket and Alternative Investments
Any election signals from the markets?
One week to go. The Trump campaign has momentum, but we've also seen results that haven't matched past enthusiasm. Don't get over your skis.
Looking for a second opinion on your financial plan?
As a fiduciary, Annex Wealth Management must act in your best interest at all times. Tell us how to best contact you and we'll reach out to right away to help you evaluate your options.
Alverno College donors match $1.5 million gift pledged this spring
Alverno College in Milwaukee has received more than $3 million in donations after unlocking a $1.5 million matching gift, the college announced on Tuesday.
The...
The Halloween Episode
Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.
Fed Cuts Rates. Interest Rates Rise?
Things seem to be disagreeing: Beige book data seems to disagree with the “hard” consumer data. After the Fed cut rates by 50 basis points, the rate on an average home loan has increased. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
MMAC outlook survey shows signs of economic weakness, 2025 optimism
Less than half of businesses surveyed by the Metropolitan Milwaukee Association of Commerce expect to see a year-over-year increase in sales, profits or total...
🔒 MSO music director’s tenure to end after 2025-26 season
The Milwaukee Symphony Orchestra announced today that its 2025-26 season will conclude Ken-David Masur's seven-year tenure as the MSO’s music director.
“It has been an...
🔒 $133 million plan to renovate Mitchell Park Domes takes a step forward
The Milwaukee County Board of Supervisors Finance Committee unanimously approved a budget amendment on Thursday that includes the county’s $30 million commitment to help...