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A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year End Tax Planning Guide.
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.