Dave Spano is joined by Chief Investment Strategist Todd Voit for a week-in-review, a chat about bonds, and a look down the road. In an Annex Executive segment, we explain NUA, or Net Unrealized Appreciation. All that, plus a visit with Bryan Fiore, branch director at Annex Wealth Management, Naples.
Happy Valentine's Day. Dave Spano and Derek Felske review the previous week. We open the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management/Naples, and hear about a brand new webinar for municipal and corporate bonds.
Earnings, stimulus, froth, and more on the Superbowl Sunday edition. Also, common estate planning mistakes to avoid and a chat with Bryan Fiore, Branch Director at Annex Wealth Management Naples.
Dave Spano and Derek Felske recap the market--including the Reddit/GameStop story. Bryan Fiore, branch director at Annex Wealth Management covers the Winter Wine Festival and we learn more about the Annex Wealth Management insurance review.
A new administration, some decent earnings reports, and a look ahead. We dip into the mailbag with Ask Annex, check in with Bryan Fiore, branch director at Annex Wealth Management, Naples, and hear about a new--but fast approaching--webinar.
Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan Fiore, branch director at Annex Wealth Management, Naples.
Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch director at Annex Wealth Management Naples checks in.
Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for our clients in a very challenging year.
In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.
What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We examine that. Bryan Fiore, branch director, visits to talk about trusts.
IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate? We'll tackle that PLUS check in with Bryan Fiore, branch director Annex Wealth Management Naples.
A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year End Tax Planning Guide.
Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.
A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about Medicare Open Enrollment.
Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we dip into the Ask Annex mailbag.
Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth Management/Naples.
We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of earnings report, and a look past the election. We also check in with Bryan Fiore, branch director Annex Wealth Management, Naples.
Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples, and cover tax planning in light of the election.
Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during Ask Annex, and check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.
As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore, branch director at Annex Wealth Management/Naples.
A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore, branch director at Annex Wealth Management/Naples.
A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free transition? We'll cover that. We'll also visit with Branch Director Bryan Fiore.
Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because not everyone does. Branch Director Bryan Fiore covers '6 Signs It Is Time To Retire'.
Dave Spano and Derek Felske review the week, discuss a couple of stellar earnings reports, and look ahead. We also check in with Bryan Fiore, branch director at Annex Wealth Management in Naples.
A surprisingly good earnings season but other headwinds remain-- Dave Spano and Derek Felske discuss the week. We'll have a sneak peek at our upcoming Pandemic Proofing Your Retirement webinar and we'll check in with Bryan Fiore, branch director at Annex Wealth/Naples.
Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers women and financial planning; why they start later and what can be done about that. We also check in with Bryan Fiore, branch director at Annex Wealth Management and answer more questions during Ask Annex.
"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.
Earnings season and the latest issue with China.
What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, branch director at Annex Wealth Management, Naples, for a chat about the 'bucket theory.
Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some aspects of annuities to be aware of and previews next week's Annuity Enigma webinar workshop.
