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.
How 'bout that GDP? But is consumer spending about to diminish? We'll cover it in the Week-in-Review. Learn more about the role of a Certified Divorce Financial Analyst during a divorce. Well also cover 'lifestyle creep', Millionaire Myths, Millennials bailing on retirement planning, and the how private equity works with Annex Private Client.
The 10-year Treasury yield crossed 5% for the first time since '07. That led to a rough end to a bumpy week. We'll cover it all during our Week-in-Review. Also on the show, Ask Annex, the conversation about wealth transfers, and 'what's the difference' between Annex Private Client, Annex Comprehensive Wealth, and Annex Ignite?
CPI came in hotter than expected. Will that sway the Fed's decision on interest rates? Baby Boomers have substantial assets, how is 'the Great Wealth Transfer' going to happen? If you’re in the medical profession, you have unique challenges and opportunities when it comes to financial and retirement planning. We’ll investigate and offer some thoughts. Robert Chastain, branch director, will offer up 5 tax moves to consider for retirees to make before the end of the year....
The September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since last year. Annex Wealth Management's Dave Spano and Derek Felske discuss.
Q3 ends with a whimper. What are the implications? We'll cover them during our Week-in-Review. Join us for segments regarding business sales, trying on retirement part-time, 5 challenges in the 1st ten years of retirement, and how to include pets while estate planning.
Did the Fed's decision/no-decision on rates shake the market this week---or was it something else? We'll cover it all on during the Week-in-Review. There are silver linings when postponing retirement, and we'll share a few. Robert Chastain covers things to consider when financial and retirement planning for highly-compensated individuals. What factors help create a good fit between you and a financial planning partner? At the end of the show, learn more about Private Equity and how it works for ...
The UAW strike might be a doozy--we'll discuss the possible impact. Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector? Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We'll open the mailbag for Ask Annex and explore QDRO's and the potential impact on one's investment and retirement planning. Branch Director Robert Cha...
Concerns over a possible November rate hike put a dent in markets this week. We'll have that and more during the week-in-review. HSA's are beloved, but why? We'll investigate. Last week's segment on Grandparents and Grandchildren was warmly received, so we're going deeper on how to help with college expenses. Robert Chastain covers 5 questions to ask on the way to retirement. And why are bankruptcies rising and what's the impact for High-Net-Worth families?
Let's hope September is a better month for investors than August. What's ahead and what should you be aware of? Other great topics include the value of an advisor, a free financial wellness webinar, 4 things you might miss when saving and investing, and how to plan for retirement as a childfree couple.
All eyes and ears were on Jerome Powell in Jackson Hole. What did he say and what might be the impact? Learn more about planning for couples with age gaps, the scope of companies we work with for Retirement Plan Services---and the steps to selling a business.
Some analysts have pivoted from recession predictions to seeing a "soft landing" for the US economy. Did China just experience a Lehman Moment? Listen to one of Annex Wealth Management's Clients explain how Annex improved on his DIY approach. Deanne Phillips discusses 3 Keys of happiness in retirement, and Dr. Brian Jacobsen discusses the impact of a China slowdown.
As earnings season winds down, we also saw fresh CPI and PPI data. We cover that and more during our Week-in-Review. Ever ask yourself, "How much insurance do I need?". Our Financial Planning manager shares a couple methods. Generation X is closer to retirement, but are they ready? Toward the end of the show, our Chief Economist covers Private Credit Fund investments for High Net Worth individuals.
Apple and Amazon earnings arrived---what did we see and are there clues as to what the consumer is doing? How about the latest jobs report? We've got that and more during our Week-in-Review with Dave Spano and Derek Felske. Other segments include Roth conversions, Ask Annex, Social Security misconceptions, and how Annex helps when someone loses a spouse.
The Fed, GDP, PCE, and a bunch of earnings. Derek and Danny cover it during our Week-in-Review. We'll explore how remarriage affects estate planning, the Annex Executive program, retirement planning for Generation X, and what to do if you are going to 'unretire' but started taking Social Security.
The Fed meets next week. What did we see THIS week that might influence its decision? This show also covers the Baby Boomer Wealth Transfer, Financial Incompatibility, and millionaire investing regrets. Robert Chastain has a mid-year financial checklist as well.
Earnings, CPI, PPI and more. There's a lot to cover on this week's show and it all starts with our Week-in-Review. When decline begins during retirement, it's important to know when to say when and secure a trusted agent--our estate planning team will review some steps. How can you avoid letdown in retirement? We'll discuss.
A bit of a schism between the ADP payroll number and what we saw from the Labor Department. How's that going to shake out? Dave Spano and Brian Jacobsen discuss during the week-in-review. We'll hear directly from a client on this week's show (who shares his awesome retirement 'journey'). We also explore what is and isn't financial planning, our Investment Committee, the 4 stages of retirement--and more.
Do markets see an end to rate hikes? As we close the books on the quarter, Derek Felske and Mark Beck have plenty to talk about. We'll check in with Robert Chastain, Annex branch director, and talk about overestimating retirement readiness. Find out more about mid-year tax planning as well as pre and post nuptial agreements.
S&P and NASDAQ hit some headwinds this week. We'll take a closer look during our week-in-review. Start-ups to large companies, our Retirement Plan Services team assists with strong benefits programs. Tom Parks shares an overview, plus Ask Annex, and a closer look at fixed deferred annuities. Robert Chastain, branch director and wealth manager shares 3 things you should do BEFORE retirement and 3 things you can WAIT on.
Happy Father's Day. The week-in-review focuses on this week's CPI, the Fed skip, and the latest concerning news from China. Team segments feature financial planning for women, how to plan without a 401k, what Gen Z should consider for their retirement and more.
Bull market? Thursday said yes. What about Friday? Check it out during our week-in-review. We'll also cover misconceptions about 401ks, investment terms, Ask Annex, downshifting on the way to retirement, what to do when switching jobs, and estate planning for your pets (yes, it's a thing).
Does that big jobs number from the Labor Department help or hurt the Fed's decision on the next rate hike? We'll discuss during the Week-in-Review. Great team segments this week including the psychology of spending in retirement, 'lifestyle creep' and why it should it be avoided, the Annex Executive program, and planning for childfree couples.
All eyes on the X-date and possible default--what are market insiders thinking? Dave and Derek cover it during our Week-in-Review. When selling a business, there are many considerations--most which bring a level of stress. Brandon Lehman from our Private Client Group discusses various scenarios and how Annex can assist. Does it really take 570 hours to settle an estate? Jill Martin of our Estate Planning team dives in.
As the broader market is weighed down by debt ceiling debate, is the Fed going to hold rates high for longer? Is positioning really negative? Fear & Greed index suggests no. Dave and Derek cover the week during the Week-in-Review. We'll cover deeding homes to others, part time retirement, and business succession planning.
Earnings, inflation data, CPI and PPI. Quite a bit to cover on this week's show. Dave Spano and Brian Jacobsen cover our Week-in-Review. We'll also cover useful topics like: The Value of an Advisor, Ask Annex, why Millennials might be skipping retirement planning and what Secure Act 2.0 does for women.
The Fed hikes rates, a new jobs number, and earnings season continues. A lot to talk cover during the Week-in-Review. We'll also review how Annex assists high-net-worth clients, spousal social security, the Annex portfolio review--and toward the end of the show, how QDROs affect divorce agreements.
GDP, a nice showing by some high-profile tech companies, and banks are still in the spotlight; join Dave Spano and Jason Cooper for the Annex Week-in-Review. What's the latest with the IRS plan to scrutinize taxpayers more carefully with $400,000+ of income? Our financial planning team investigates. What IS and what ISN'T financial planning? We've got some thoughts. Robert Chastain joins us to talk about Roth conversions. We also recap our recent Axiom poll about things clients have learned in r...
What's the Investment Committee see during the latest round of earnings? Dave and Derek will cover them during the week-in-review. On today's show, we'll learn more about Longevity, the Surrender Squeeze, fulfillment in retirement, and proper beneficiaries.
Earnings season is here. So are fresh CPI and PPI numbers. What's it like to be a client of Annex Wealth Management? Find out more on a 'Hear the Difference' segment. We'll also cover the psychology of retirement, questions from clients, and how much insurance do you need? h
