HomeWealth Management Learning Center
Wealth Management Learning Center
🔒 Strattec reports sales and income gains in its 2025 fiscal year
Glendale-based Strattec Security Corp. the world’s largest manufacturer of automotive locks and keys, reported higher sales and income during its 2025 fiscal year and...
🔒 Milwaukee area home sales dip in July
Home sales in the four-county metro Milwaukee area were down 0.8% in July, year-over-year, and home sales in the greater eight-county southeastern Wisconsin region...
🔒 Brookfield Public Market plans get another update
Irgens Partners’ plans to build a public market at the former Boston Store site at Brookfield Square mall have changed again.
The Wauwatosa-based development firm...
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.
Outlaw Oyster expanding into Bay View
Outlaw Oyster, an oyster and seafood bar in Wauwatosa, will add another location within the Crafty Cow restaurant at 2675 S. Kinnickinnic Ave. in...
49 Wisconsin companies named to 2025 Inc. 5000 list
A total of 49 Wisconsin companies made the 2024 Inc. 5000 list of the fastest-growing private companies in America.
🔒 Wipfli reports 3.8% growth for its 2025 fiscal year
Wauwatosa-based accounting and business consulting firm Wipfli LLP reported net revenue of $612.1 million for its 2025 fiscal year, which ran from June 1,...
Earnings beats galore
The Annex Wealth Management SWOT Podcast. Hosted by Jason Cooper, Director of Equity Research
Earnings, The Fed, Tariffs, & Geopolitical News
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss Trump’s new big announcement on India tariffs, as well as the likelihood of a September rate cut.
🔒 New York firms make undisclosed investment in parent company of Klement’s
TowerBrook Capital Partners and Prelude Growth Partners have invested in Amylu Foods, parent of Klement’s Sausage Co.