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Wealth Management Learning Center
Signs The Economy Is Moving…Slowly
A lower-than-expected jobs number, slower wage growth, and a not-so-bad Apple earnings announcement seem to indicate the economy is moving...at a glacial pace. Which direction is it headed? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders
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: Moving In Retirement Disagreements | Acorns For Kids | Types Of Standing Sell Orders.
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Herb Kohl’s foundation gives $2 million for new Milwaukee Public Museum
Herb Kohl Philanthropies has donated $2 million to the Milwaukee Public Museum's capital campaign for its $240 million future facility.
The gift creates the Herb...
Optimism for sales growth falling among metro Milwaukee firms
A plurality of firms surveyed by the Metropolitan Milwaukee Association of Commerce expect to see sales increase in 2024, but optimism for growth has...
AI and earnings
AI momentum continues while a bifurcated consumer is a weakness. AI requires real assets, that's an opportunity while sticky inflation remains a threat.
🔒 Home construction surged in Milwaukee County during first quarter
Single family home construction in Milwaukee County surged during the first quarter of 2024, posting a 164.4% increase in building permits compared to the...
🔒 Report: Metro Milwaukee apartment rents up 15.5% since 2020
The average apartment rental rate in the metro Milwaukee area has risen 15.5% since the first quarter of 2020 to $1,370 in the first...
🔒 Marquette receives $1.5 million gift to fund College of Health Sciences research
Marquette University on Tuesday announced a $1.5 million gift from the Eck Family Foundation to fund projects within the university’s College of Health Sciences...