Jerome Powell caused a stir with his remarks in Jackson Hole. We cover the impact during the Week in Review. Also, details on a seminar for anyone involved in the administration of a company 401k. We cover inheritances and gifts to a new baby on Ask Annex. Near the end of the show, Hear the Difference when a client shares his Annex experience.

Mixed earnings, accompanied by creeping energy and mortgage rate increases, reflect an economy that appears uncertain. Will the Fed’s meeting in Jackson Hole next week provide clarity? Learn more about what IS and ISN’T financial planning, the challenges of the Sandwich Generation, and more about remarriage and estate planning.

As earnings season winds down, Dave and Derek sift through what we saw—and what we might expect in quarters to come. We dig in on HSA’s—a powerful tool for investment and retirement planning. Ask Annex covers SSI and COLA increases, tax-loss harvesting, and covers funds-of-funds. Also, learn more about how to plan for retirement when there is a significant age gap in your marriage.

A surprise jobs number and decent earnings. With the Fed taking a month off, will next week's CPI reading add to the confusion? Learn more about the Value of an Advisor. Ask Annex covers early withdrawals from retirement accounts, investing ONLY in US companies, Back Door IRAs and should someone just retire or be fired?

What a week. The Fed move. Some GDP reality. A ton of earnings. And the surprising market reaction. Dave and Derek cover it all on this week’s show. Learn more about Annex University, the exclusive educational series from Annex--our next semester starts soon. Ask Annex tackles Roth IRA rollovers, a mom going back to work and Mutual Funds vs. ETFs. We also 'hear' the difference with a client story about their experience with Annex.