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A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discuss spending in retirement.
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.