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Wealth Management Learning Center
Positive CPI Changes Markets
Two key inflation numbers were reported this week. CPI increases were driven by higher energy costs, but the markets liked what they saw. Annex Wealth Management’s Brian Jacobsen and Danny Clayton discuss.
🔒 MLG Capital names new leaders, closes largest fund to date
Preparing for the company's "next generation" of leadership, Brookfield-based commercial real estate investment firm MLG Capital has promoted two new executives and added owners,...
What will Trump 2.0 look like? He’s been through the ringer, expect more efficiency.
First show of 2025. Dan shares more about WISN's extraordinary ratings performance before the guys settle into looking at next week's inauguration.
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🔒 Wisconsin companies are finding it easier to hire and plan to hire more, WMC survey finds
The number of Wisconsin employers having trouble hiring reached its lowest level in more than a decade, according to the latest Wisconsin Manufacturers &...
You probably own a lot more tech stocks than you think you do
Services stay strong while sentiment and valuation show weakness. There is opportunity as fear fades but if the markets don't broaden out soon, we could see a significant decline.
What Should I Do With My Year End Bonus?
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.
🔒 Q&A: Busy year ahead for Mitchell International Airport
Passenger traffic at Milwaukee Mitchell International Airport improved in 2024, with a 6% year-over-year increase from January through November, but traffic levels dipped during the later part of the year and remain below pre-pandemic levels.
🔒 Sustainability, democratized investment: How Neutral financed The Edison
Madison-based development firm Neutral announced last week that it closed on $133 million in bank financing for its downtown Milwaukee apartment tower, The Edison.
The...
Annual Economic Trends event will provide insights into navigating a shifting high tech landscape
Speakers at BizTimes Media’s annual Economic Trends event will provide insights to help attendees understand what’s happening in the ever-shifting high tech landscape and...
