Sunday, July 24th

As earnings pour in, Dave and Derek digest the impact on markets. Branch director Robert Chastain reviews the pros and cons of early retirement. We’ll also cover target date funds, setting up proper beneficiaries, and how to avoid ‘lifestyle creep’.

What is Money Talk: The Annex Wealth Management Show - Naples?

The Annex Wealth Management Show - Naples, airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.