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Wealth Management Learning Center
L.A.-based wealth advisory firm acquiring Mequon-based Pegasus Partners
Los Angeles-based wealth advisory firm Lido Advisors is acquiring Mequon-based registered investment advisory firm Pegasus Partners.
Founded in 2015, Pegasus specializes in comprehensive wealth management...
‘Boring’ is becoming the new ‘interesting’
Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners
The Trump Bump
October CPI was hotter than expected and the inflation conversation continues. Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
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🔒 Report: Wisconsin ranked among the 10 worst states to start a business
Wisconsin is among the 10 worst states in the nation to start a business, according to the annual Best States to Start a Business...
🔒 Associated Bank completes $21.9 million financing package for renovation of Racine senior apartment complex
Associated Bank announced that it has completed a $21.9 million financing package for Gorman & Company’s renovation of the 84-unit Harbor at State and...
Milwaukee continues to lag peer metros in VC investment, small business creation
Metro Milwaukee continues to fall behind peer metros when it comes to attracting venture capital investment and creating new businesses.
The Art of the Deal, 2025 version
After a clear mandate, President Trump and team are rolling up their sleeves and getting ready for January 20th. What might we see? Dan and Dave discuss.
🔒 Hartford apartment building sells for $14.2 million
An 82-unit apartment building in downtown Hartford was sold for more than $14 million, according to state property records.
Known as Rincon 225, the property...
Tax Cut Trump or Tariff War Trump?
Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.