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A new jobs number on Friday while concern about future Fed moves dominated the market this week. We dive in with a Week-in-Review while looking ahead to a volatile stretch. Robert Chastain covers doubts in retirement—and some ways to avoid them. What do 30 and 40-something miss when it comes to retirement planning? We cover a few in a segment worth sharing. Ever wonder what happens during our portfolio review? We’ll discuss---PLUS, what are the 4 stages of retirement? It’s all on this week’s show.
The Annex Wealth Management Show - Naples, 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.