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Wealth Management Learning Center

The trouble with tobacco

The Biden administration has floated a 2023 rule change that would establish a maximum nicotine level in cigarettes in an attempt to make them less addictive.

Former Johnsonville CEO buys University Club Tower condo from former Bucyrus, REV Group CEO for $2.6 million

Former Johnsonville chief executive officer and board chairman Ralph Stayer purchased a two-bedroom, 4,264-square-foot condo in the University Club Tower building in downtown Milwaukee from a revocable trust connected to former Bucyrus CEO and former REV Group CEO Tim Sullivan for about $2.6 million, according to state records.

The reason behind the jump in EV prices

The average value of raw materials for EV’s is up 144% from 2-years ago.

Home Sales. Off slightly. What’s that mean?

Sales of existing homes in dropped 3.4% in May according to the National Association of Realtors, the weakest reading since June 2020.

What do you know about the new tax cut and how will it affect me?

What do you know about the new tax cut and how will it affect me?

🔒 More than 60% of Wisconsin bank CEOs expect recession in next six months

More than 60% of Wisconsin bank CEOs say a recession is likely or very likely in the next six months, according to survey results from the Wisconsin Bankers Association.

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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.