On Friday morning, news of Israel's strike on Iran greeted most, heightening investor concerns. In line with historical trends, bond yields have dropped, oil prices have climbed, and stock markets have faced declines. In this Week-in-Review, Dave Spano and Brian Jacobsen share their perspectives. The program also delves into the rising trend of "gray divorce" among older adults, evaluates the wisdom of including cryptocurrency in 401(k) plans, and examines the Great Boomer Wealth Transfer. Additionally, we offer insights on avoiding retirement letdowns and explain how chasing "rich" might hinder true wealth-building.
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.