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Wealth Management Learning Center
🔒 Milwaukee County population grew for the first time in a decade in 2024
Milwaukee County’s population increased by 2,880 in 2024, the first year-over-year population increase for the county since 2014, according to new data from the...
UW-Milwaukee receives $2.5 million from Kohler Trust for Clean Water for Great Lakes research
The University of Wisconsin-Milwaukee has received $2.5 million from the Kohler Trust for Clean Water that will support the university’s Great Lakes research.
The gift...
Former Bucks star, minority owner of team and billionaire ‘Junior’ Bridgeman dies
Former Milwaukee Bucks player Ulysses “Junior” Bridgeman, who starred with the team for 10 years in the 1970s and ‘80s, became a billionaire businessman...
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Kohl’s saw sales, earnings fall in 2024
Grappling with the continuous struggle to attract new customers while maintaining its loyal base, Kohl's Corp. is looking at a renewed, long-term turnaround effort...
The art of the tariff making deal?
We're seeing how the sausage is getting made. Not pretty. But are conditions poised to spring back when certain hurdles are cleared?
Bumpy Markets In Retirement | Shorting Stocks | Difficulty Adjusting To Retirement
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:
Bumpy Markets In Retirement
Shorting Stocks
Difficulty Adjusting To Retirement
Philanthropists Joe and Ellen Checota making $15 million in challenge gifts to Milwaukee arts groups
Joe and Ellen Checota will give $5 million challenge gifts to endowments of the Milwaukee Art Museum, the Milwaukee Symphony Orchestra and the Milwaukee...
April 2 Might Be Huge
The impact of tariffs – and the threat of tariffs – is touching the markets, and prices. Some analysts look to April 2nd to...
