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Wealth Management Learning Center

It Looks Like A Recession in 2023

For the first time, the S&P 500 and the Barclay’s Aggregate Bond Index were down for three successive quarters. The Fed is still focused on halting inflation, which likely means more rate hikes. Is fixed income looking any better than it has in the past? Annex Wealth Management’s Dave Spano and Derek Felske discuss.

UPAF raises more than $10.7 million, exceeding 2022 campaign goal

The United Performing Arts Fund brought in more than $10.7 million for Milwaukee-area arts groups during its 2022 fundraising campaign, the nonprofit announced Tuesday.

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Annex Wealth Management

Have questions about financial and retirement planning, estate and legacy planning, investment management, insurance assessment, 401(k) plans for business, tax preparation and planning or other topics? Annex Wealth Management is here to help.

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, we’re held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.