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Wealth Management Learning Center
Report: 2024 RNC had $321.5 million economic impact
The 2024 Republican National Convention brought $321.5M to Milwaukee, far surpassing projections and boosting jobs, tourism, and media reach.
Overextending Credit Card Debt | Contributing To Retirement Accounts
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: Overextending Credit Card Debt | Contributing To Retirement Accounts
Tariffs now, Tax cuts later
The Annex Wealth Management SWOT Podcast
Hosted by Matt Morzy, Director of Research.
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Discovery World unveils new exhibit projects
Discovery World, the science and technology museum located on Milwaukee's downtown lakefront, is working to reimagine its visitor experience with updates to its exhibits.
4 Big Steps Shape The Week
After months of questions and new questions, 4 separate instances of clarity and direction impacted the markets this week. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Report finds Wisconsin’s imports from China have fallen for years, while Mexican imports climb
A new Wisconsin Policy Forum report reveals that Wisconsin’s imports from China have declined by over 37% since 2018—predating Trump-era tariffs.
Wisconsin unemployment ticks up in April, initial claims trend lower
Wisconsin’s unemployment rate increased slightly in April, reaching 3.3%, but initial unemployment claims in the state have trended lower over the past two months,...
🔒 Walker’s Point apartment building sold to California firm for $16 million
Element, which opened in 2022 at 924 S. 5th St., was sold by an affiliate of its developer, Milwaukee-based New Land Enterprises.
Wealth Prompt: The Wisdom of Warren Buffett
Warren Buffett is retiring - but his inspiring wisdom will never grow old. Annex Wealth Management's Brian Jacobsen shares some of his favorite Warren Buffett quotes.
