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Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with Required Minimum Distributions (RMDs).
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.