Sunday, June 12th

Friday’s disappointing CPI report rocked the market Friday---adding to a volatile week. Dave and Derek dig through the data during our week-in-review. Also on the show, we meet Robert Chastain, branch director at Annex Wealth Management/Naples. Listen for a hear-the-difference segment from some clients, our Ask Annex segment, and how the Retirement Plan Services team at Annex helps companies build benefits programs that attract and retain employees.

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.