GDP and PCE highlight the week ahead of the next Fed meeting.

CPI and PPI are heading in the right direction. What will the Fed reaction be? Dave and Derek review the week including key quarterly earnings reports. Emotion and Investing don't go well together; we discuss proper perspective when markets are volatile. Our most popular presentation is back for 2023--learn more about Destination Retirement, Are We There Yet from Deanne Phillips (and mark your calendar for February 9th).

Inflation is cooling per the new Consumer Price Index. What's that mean for markets? Dave Spano and Derek Felske review the week. What are the reasons for an LLC? Ask Annex asks, Is there any good financial advice from TikTok? What's the Sandwich Generation and how might it affect you?

Good news (higher private payrolls) was bad news with Thursday's ADP report. But Friday's Labor Department job number was 'cooler' and markets applauded. Dave and Derek review the week. What should Generation Z be doing when it comes to investment and retirement planning? We talk to a GenZ member of our Financial Planning team to find out. The Annex Experience clearly outlines who we are and what to expect when we work together. Brandon Lehman will cover another way to Know the Difference with Annex.

A look back with eyes fixed firmly on 2023. Dave and Derek recap the year and look ahead at what is shaping up to be a challenging year. Keith Butler reviews mistakes we make in financial and retirement planning each decade of our lives--and how to prevent them. Ask Annex tackles another TikTok financial planning question. If you're planning on 'aging in place' in your family home, what should you consider?

Interesting week. CPI, the Fed, and a pair of VERY rough days headline our Week-in-Review. The 4% rule.....handy back-of-the-envelope calculation or too simple to be of use? We'll review. We'll head to the mailbag for Ask Annex. What are the mistakes made by millionaires? There are more than a few and we'll go through them.

Hot inflation data hot, oil making moves, and the market reaction. Dave Spano and Derek Felske with the Week-in-Review dig in with more detail. Employees are seeking more education from employers and retirement planning--how can that be accomplished? Tom Parks has some thoughts. We're also peeking behind the curtain at the Annex Wealth Management Investment Committee. Who are they and what do they do on behalf of Annex clients?

Friday’s jobs report caused a stir on Friday. That, and comments from Jerome Powell made for an interesting week. Dave Spano and Jason Cooper offer analysis and comment on the Annex Wealth Management Week-in-Review. How do emotional biases affect our attitude toward investment and retirement planning? Deanne Phillips investigates. There are 5 questions to ask when it comes to determining a good fit between you and your investment team—Mark Beck digs deeper.

Dave Spano and Derek Felske review Thanksgiving Week markets during our week in review. When constructing an estate plan, are you allowing for pet care in your absence? For some people, this is an important consideration—and so are passion assets. We’ll discuss both on this week’s show.

Nothing like a little ‘Fedspeak’ to rattle the midweek markets. How’d things turn out? Dave Spano and Derek Felske will review. On this week’s show, we want you to ‘Hear the Difference’---so we’ll share a client story. We weren’t Tom’s first choice---but when his initial choice wasn’t cutting it, he made the move. Annex Wealth Management works with companies to build solid benefit programs---but what types of businesses do we work with? Find out with Tom Parks. When it comes to successful retirement, it’s more than just grabbing the gold watch and enjoying every day as a Saturday. Deanne Phillips will review 3 important components to a great retirement.