Sunday, June 8th. Beige book blues?

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about millionaires.

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.