Money Talk: The Annex Wealth Management Show - SWFL

Recent data, including negative first-quarter GDP growth, rising initial jobless claims, and declining consumer inflation, suggests a case for a rate cut rather than a pause. However, the Federal Reserve opted to pause. Dave Spano and Brian Jacobsen discuss this in our Week-in-Review. Also on the show, learn how Annex tailors investment and retirement planning to your needs. What is a HENRY, and how can Annex support them? Plus, we debunk myths about trusts and explore reasons to stop financially supporting adult children.

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.