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Wealth Management Learning Center
🔒 Metro Milwaukee home sale surge continues
Home sales in the four-county metro Milwaukee area continue to exceed last year’s pace, in April posting the fourth month in a row of...
Inflation. A messy sort of data.
Rising earnings expectations are a strength but is the labor market beginning to crack? An opportunity exists to rethink real assets but the threat of decelerating economic growth has arrived.
🔒 Milwaukee Rep closing in on fundraising goal to rebuild downtown theater complex
The Milwaukee Repertory Theater was in shooting distance of the $78 million it needs to fully fund its Associated Bank Theater Center project when...
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Consumer Sentiment Shrinks – Earnings Expectations Rise
Consumers are feeling "the pinch" - but do corporate earning expectations share the dour view? Annex Wealth Management's Dave Spano and Brian Jacobsen discuss.
Aug Prep has raised $9.5 million for north campus with surprise $750,000 donation from Baird Foundation, employees
Launching the public phase of their $25 million fundraising campaign for a new, north shore campus at the former Cardinal Stritch campus, leaders at...
🔒 Sift Healthcare completes $20 million Series B funding round
Milwaukee-based startup Sift Healthcare announced today that it has closed on its $20 million series B funding round.
The news comes a little over a...
Sell in May. Come back by the election?
Dave Spano provides the history behind 'sell in May and go away'. Then, he and Dan pivot to Starbucks, consumers in general, and the daily jockeying during the race to the November election.
MMAC, UnitedHealthcare of Wisconsin to donate $600,000 to All-In Milwaukee
The Metropolitan Milwaukee Association of Commerce (MMAC) and UnitedHealthcare of Wisconsin on Monday announced plans to collaborate on a commitment to provide $600,000 to...
The Fed is navigating using a rearview mirror
A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat.
