Money Talk: The Annex Wealth Management Show - SWFL

Led by small caps, growth is beating value. Dave Spano and Brian Jacobsen will review the week. Great team segments include a deeper dive on insurance (how much DO you need?), what you'll encounter in the 1st five years of retirement, Ask Annex, social media investing advice, and signs you should be contributing more to your 401k. 

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.