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Wealth Management Learning Center
Mojo and Stagflation
Manufacturing mojo is coming back while pricing power to margin pressure is a weakness. Opportunities exist in credit while stagflation narratives pose a threat.
What’s on the horizon for rate cuts?
Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss the potential impact of the rate cuts expected in 2024-2025.
Cash Account Next Moves | Feeling Overexposed With A Single Stock
Each week, members of the Annex Wealth Management team answer your questions about investing, money and the economy. This week Annex Wealth Management's Fred Coleman, CFP® & Ken Bellinger, MBA, CFA® answer your questions on:
- Cash Account Next Moves
- Feeling Overexposed With A Single Stock
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🔒 Wisconsin job growth flat in February, unemployment dips
The number of private sector jobs in Wisconsin was flat in February, but the state’s unemployment rate did decline to 3%, according to the...
🔒 After ‘rock fight’ in 2023, banks see businesses taking wait-and-see approach
Wisconsin banks grew in 2023, but it wasn’t a year without challenges.
At year end, net loans and leases were up 4.2% from the prior...
🔒 Parent company of Waukesha-based Metal-Era to be acquired for $410 million
Waukesha-based MTL Holdings, the umbrella company for the brands Metal-Era and Hickman, is set to be acquired for $410 million in cash.
AI Woodstock
Another chip unveil from NVidia might shake up the tech world, again. Dave and Dan discuss that along with what might be the Fed's next (non) move and the tax bill that's on the table--in now-or-never mode.
We’ve identified that huge sucking sound
Manufacturing might be finding a footing in the US while inflation remains a weakness. Cross-country divergences create opportunities while threat is the giant sucking sound of liquidity.
🔒 DigiCOPY becoming employee-owned
Stevens-Point based DigiCOPY announced today that it is transitioning into a 100% employee-owned company through an employee stock ownership plan (ESOP).
The company will provide...