Earnings, more stimulus, and a fresh set of unemployment numbers. Mark Oswald and Derek Felske cover the major events of the weeks in the market. We review our Annuity Enigma webinar and tackle some of the questions raised. Plus, Ask Annex. If you've got a question for us, please let us know at AnnexWealth.com/ask
Dave, Mark, and Derek discuss last week, review the ongoing impact of COVID19, and look ahead to what is going to be an odd earnings season. Jill Martin, estate planning attorney at Annex Wealth Management, discusses estate planning in a coronavirus world--and why you should have a solid plan in place.
A look at another....unusual week. Plus, Randy Winkler from our planning department covers some aspects of the CARES Act that affect the most people. Plus, Ask Annex with a wide variety of questions----if you got one, let us know at AnnexWealth.com/Ask.
A stimulus bill, the biggest market gain since 1938, and the specter of Coronavirus; there IS a lot to cover today with Dave Spano, Mark Oswald, and Derek Felske. Also, our Senior Tax Planner explains the latest with the change in tax-filing dates.
Coronavirus continues to rock the markets. Dave, Mark, and Derek comb through the data and offer their perspective. A member of our financial planning team covers Roth conversions in down markets---and why that might make sense for some.
Market jitters clobber the market. Dave, Mark, and Derek review the week and offer some key things to consider. Two members of our planning department tackle a planning challenge.
Coronavirus and an Opec-Russia oil skirmish combine to produce a choppy week. Dave Spano, Mark Oswald, and Derek Felske offer their take on current economic conditions, areas of caution, and where opportunities might exist. Deanne Phillips joins the show to speak about 'discordant retirement' and Estate Planning attorney Jill Martin covers deeding houses to others.
You guessed it, coronavirus is dominating the news this week with a 3500 point drop in the Dow. Dave Spano, Mark Oswald, and Derek Felske discuss the impact on the markets; what is real and what is not. Senior Tax Planner Sean Young covers small business tax strategies.
Earnings season winds down, coronavirus fears ramp up, and politics boil over. Dave Spano, Mark Oswald, and Derek Felske review the week. Deanne Phillips and Eric Strom discuss annuities and the Annex Wealth Management annuity review. Plus, Ask Annex questions from the audience.
More coronavirus impact along with what we're seeing with earnings reports. Sr. Tax Planner Sean Young joins the show to talk about how to avoid making a costly mistake when it comes to Qualified Charitable Distributions.
Dave, Mark, and Derek discuss Friday's healthy jobs number, the threat from coronavirus, earnings, and the subsequent market reaction. Also, a visit from Deanne Phillips about Tuesday's Women's Guide to Financial Self-Defense workshop.
New bricks for the Wall-of-Worry, a chat about a busy week of quarterly earnings, and more about Annex Executive, the service that addresses the unique needs of the corner office.
Dave Spano and Mark Oswald talk about the potential for a new 'wall of worry' being built. What might the November election bring for markets? Deanne Phillips joins the show to talk about the upcoming Women's Guide to Financial Self Defense workshop on February 11th. Plus, another edition of Ask Annex. Team, Tech, Trust. Check us out today at AnnexWealth.com
The DOW crosses 29,000, earnings reports are arriving, and there is a new member of the Trillion Dollar Club. Dave Spano, Mark Oswald, and Derek Felske cover the week's events and how they might impact your financial plan. Deanne Phillips discusses why women can tend to start financial planning later than they should---and provides a few things to do TODAY. All that, plus Ask Annex.
Between the tension with Iran and crossing 29,000 for the Dow, it was an interesting week. Dave Spano, Mark Oswald, and Derek Felske cover the week and look ahead to next week's start of earnings season. We've got double coverage on the impact of the new SECURE Act as well.
What was the market reaction to the US missile strike in Iraq? Dave Spano, Mark Oswald, and Derek Felske discuss. Deanne Phillips joins the show to talk about 'passion assets' and how best to approach their eventual distribution. What were the top clicks in 2019 for the Axiom, our free weekly newsletter? The Annex marketing team visits to talk about what our readers liked best.
Annex president and CEO, Dave Spano looks back at 2019. Members of our Estate and Planning team review the SECURE Act. Another edition of Ask Annex, and Director of Wealth Management, Mark Beck, joins Dave to talk about how comprehensive financial planning is MORE than just numbers.
Dave Spano and Mark Oswald cover last week and take a look at 2020. Jill Martin heads our Estate Planning team and joins the show to discuss the possible ramifications of the SECURE Act. Plus, another edition of Ask Annex.
A Phase 1 Deal with China, a Conservative Party near-sweep in the UK, and a talk about Gray Divorces. Dave Spano, Mark Oswald, and Derek Felske cover what Annex Wealth Management is tracking and what might happen next.
Dave, Mark, and Derek discuss the latest jobs number, the looming China tarrif deadline, and the latest market conditions. Our Estate Planning team covers what to consider when choosing your executor and we go to the mailbag for Ask Annex.
Mark Oswald and Derek Felske discuss last week and look ahead to the end of the year---and what might happen in 2020. Plus, Estate Planning Attorney Jill Martin covers the basics of leaving money to children.
A quick recap of last week along with a discussion of the power of the Annex team including a visit with Bryan Fiore, branch manager for our Naples office. We also visit with two teammates to discuss spending in retirement.
Dave Spano and Mark Oswald discuss another record-setting week. Jill Martin, Estate Planning Attorney at Annex Wealth Management covers leaving money to children.
Dave Spano, Mark Oswald, and Derek Felske review a record-setting week, look ahead to what's coming, and cover what you need to ask any financial advisor. Plus, Part II of Common Questions we hear during client meetings.
We introduce ourselves to Southwest Florida, review the week, and visit with our planning department for Part 1 of a series of common questions we encounter during client meetings.
