Sunday, November 5th. Q3? Fabulous for services.

Despite the largest company in the S&P 500 trading lower, the employment situation report underscored that the Fed is done. The Powell Pause has fanned the flames of the fire under stocks and bonds. Join us for the Week-in-Review, a closer look at the Annex Tax-Smart Planning Strategy Review, why homes might not be a great choice for wealth transfer, and more.