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Wealth Management Learning Center
Policy uncertainty continues
The Annex Wealth Management SWOT Podcast. Hosted by Ken Bellinger, Research Analyst.
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
Medieval-themed resort project in Wisconsin Dells gets construction financing
Virginia-based real estate development firm Uphoff Ventures will build a 208-room resort on a 48-acres site in Wisconsin Dells.
Tariffs now, Tax cuts later
The Annex Wealth Management SWOT Podcast
Hosted by Matt Morzy, Director of Research.
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.
Bronzeville Center for the Arts to begin demolition at future museum site
The Bronzeville Center for the Arts (BCA) is moving forward with its long-envisioned African American Art and Culture Museum project, announcing this week that...
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.