Sunday, June 19th

It was a volatile week—that only got more interesting after Wednesday’s Fed rate hike. Dave and Derek review the markets, the trends, and the latest insight from our investment committee. Great team segments covering the important roles in Estate Planning and planning for spending in retirement. We also check in with branch director Robert Chastain.

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.