Money Talk: The Annex Wealth Management Show - SWFL

Dave Spano, Mark Oswald, and Derek Felske cover the past week in the market's. Jill Martin heads our Estate Planning Team at Annex and she stops by to talk about the importance of the RIGHT executor for YOUR estate plan.

Show Notes

Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions.  Our Estate Planning team covers what to consider when choosing your executor and we go to the mailbag for Ask Annex. 

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

The Annex Wealth Management Show in SWFL 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.