Money Talk: The Annex Wealth Management Show - SWFL

The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy changes may ease this burden. Plus, the NY Fed’s June survey reveals year-ahead inflation expectations have cooled to 3%. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about our portfolio review process, key person insurance, and how to plan for retirement without a 401k. 

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.