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Wealth Management Learning Center
Wisconsin imports up 9% to start the year
Wisconsin’s total imports in the first quarter increased more than 9% to $10.5 billion, including a 20% increase in March alone, according to data...
🔒 Sentry survey finds 60% of C-suite execs don’t expect growth within their companies in 2025
Facing economic uncertainty and persistent supply chain issues, 60% of top U.S. business leaders expect stagnant or declining growth in 2025.
Earnings Reports, A McRecession, & Rate Cuts
Annex Wealth Managent’s Dave Spano and Brian Jacobsen discuss the possible rate cuts in June, new fed pressures, earnings reports, and a McRecession.
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Getting Started With Bonds | Starting With Retirement Planning Late
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: Getting Started With Bonds | Starting With Retirement Planning Late
🔒 Optimism for 2025 sales growth declines among MMAC members
Compared to the start of the year, fewer Milwaukee-area companies are expecting to see a year-over-year increase in sales in 2025, according to the...
🔒 Generac hikes prices by 7% to 8% because of tariffs
Generac reported a 6% sales increase in quarter one, driven by strong home generator demand, but widened its full-year outlook due to tariff uncertainty.
🔒 A.O. Smith raises water heater prices to mitigate tariffs
A.O. Smith reported Tuesday that tariffs will impact the total cost of goods sold by between 6% and 8% annually.
Georgia-based investment firm throws support behind H Partners’ push to shake up Harley-Davidson leadership
Purple Chip Capital will support a campaign launched by H Partners Management aimed at changing the leadership structure within Harley-Davidson.
Viking Octantis returns to Port Milwaukee to begin the 2025 cruise season
Viking Octantis, a 634-passenger cruise ship, returned to Port Milwaukee this morning, marking the beginning of the 2025 cruise season.
