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Annex Wealth Management
The Annex Wealth Management Show in SWFL airs Sunday at 12 noon on 92-5 Fox News. We review the week in the markets, discuss what impacts your portfolio and financial plan, and offer insights from our investment and planning, estate, and tax teams, all operating as part of a fee-only fiduciary partner.
Sunday, January 17
Dave and Derek cover sector rotation, the start of earnings season, and the Biden fiscal plan. We've got details on a brand new webinar and check in with Bryan Fiore, branch director at Annex Wealth Management, Naples.
25:2917/01/2021
Sunday, January 10
Derek and Dave review what was a pretty wild week. We review what Gen X'ers should consider when it comes to retirement planning and Bryan Fiore, branch director at Annex Wealth Management Naples checks in.
25:2910/01/2021
Sunday, January 3
Dave Spano and Derek Felske look back at 2020---with an eye on 2021. We also have two great examples of how the teams at Annex Wealth Management delivered for our clients in a very challenging year.
25:2903/01/2021
Sunday, December 27
In a two-part series today, we look at the value of an investor. What's a Gray Divorce? It's happening more and Deanne Phillips explores the topic. What's the best way to leave money to your kids? Our Estate Planning Attorney tackles how to do it correctly.
25:2927/12/2020
Sunday, December 20
What is quadruple witching? Dave and Derek cover it plus the inclusion of Tesla in the S&P500. Are people moving their retirement dates because of COVID? We examine that. Bryan Fiore, branch director, visits to talk about trusts.
25:2920/12/2020
Sunday, December 13
IPOs, vaccines, and Disney's powerful numbers. Dave and Derek discuss last week and look ahead to 2021. Does it really take 570 hours to settle an estate? We'll tackle that PLUS check in with Bryan Fiore, branch director Annex Wealth Management Naples.
25:2913/12/2020
Sunday, December 6th
A new jobs report, a couple of market records, and the threat of headwinds. Dave Spano and Derek Felske cover the market. We'll check in with Bryan Fiore, branch director, and cover the 2020 Year End Tax Planning Guide.
25:2906/12/2020
Sunday, November 29
Happy Thanksgiving weekend. On this week's show, we look back on some of our favorite team segments.
25:2929/11/2020
Sunday, November 22
A second week of promising vaccine news, yet a rather bumpy week. Dave and Derek break it down. Naples branch director Bryan Fiore covers 4 facts about Medicare Open Enrollment.
25:2922/11/2020
Sunday, November 15
Earnings, volatility, and a vaccine. Dave and Derek cover quite a week. We check in with Bryan Fiore, Branch Director at Annex Wealth Management, Naples and we dip into the Ask Annex mailbag.
25:2915/11/2020
Sunday, November 8th
Dave and Derek cover uncertainty over the election and also tackle some questions on Ask Annex. We check in with Bryan Fiore, branch director at Annex Wealth Management/Naples.
25:3008/11/2020
Sunday, November 1st
We celebrate 1 year on 925 Fox News with today's show. Dave Spano and Derek Felske cover the week including the huge GDP report, the volatility, a number of earnings report, and a look past the election. We also check in with Bryan Fiore, branch director Annex Wealth Management, Naples.
25:3101/11/2020
Sunday, October 25
Dave Spano and Derek Felske cover the week, the latest batch of earnings reports, and various headwinds facing the market. We check in with Bryan Fiore, branch director Annex Wealth Management/Naples, and cover tax planning in light of the election.
25:3125/10/2020
Sunday, October 18th
Mark Beck and Derek Felske review the week including a look at the first batch of earnings. We'll cover Medicare Open Enrollment, answer some questions during Ask Annex, and check in with Bryan Fiore, branch director of Annex Wealth Management, Naples.
25:3118/10/2020
Sunday, September 27th
As the 3rd quarter ends, Dave Spano and Mark Beck discuss what we're seeing and what lies ahead. We preview an upcoming webinar and visit with Bryan Fiore, branch director at Annex Wealth Management/Naples.
25:3127/09/2020
Sunday, September 20th
A week-in-review, market movers, the Fed notes, and fresh economic data. What are the two sweet spots for Roth conversions? We also check in the Bryan Fiore, branch director at Annex Wealth Management/Naples.
25:3120/09/2020
Sunday, September 6
A record high and a huge drop---all in one week. Dave Spano and Derek Felske cover the week. How does Annex make sure our new clients have an error-free transition? We'll cover that. We'll also visit with Branch Director Bryan Fiore.
25:3406/09/2020
Sunday, August 30
Dave Spano and Mark Beck regard earnings season, the Fed, and headwinds. We'll cover how Annex pays strict attention to our client's account detail---because not everyone does. Branch Director Bryan Fiore covers '6 Signs It Is Time To Retire'.
25:3230/08/2020
Sunday, August 23rd
Dave Spano and Derek Felske review the week, discuss a couple of stellar earnings reports, and look ahead. We also check in with Bryan Fiore, branch director at Annex Wealth Management in Naples.
19:0423/08/2020
Sunday, August 16
A surprisingly good earnings season but other headwinds remain-- Dave Spano and Derek Felske discuss the week. We'll have a sneak peek at our upcoming Pandemic Proofing Your Retirement webinar and we'll check in with Bryan Fiore, branch director at Annex Wealth/Naples.
25:3316/08/2020
Sunday, August 9th
Dave Spano and Derek Felske cover the latest in earnings reports, the growing tension with China, and strength in the tech industry. Deanne Phillips covers women and financial planning; why they start later and what can be done about that. We also check in with Bryan Fiore, branch director at Annex Wealth Management and answer more questions during Ask Annex.
25:3209/08/2020
Sunday, August 2nd
"A ton of earnings", a quick chat about Tik Tok, the sudden pop in Kodak stock and a team segment about business succession planning.
25:3202/08/2020
Sunday, July 26th
Earnings season and the latest issue with China.
25:3226/07/2020
Sunday, July 19
What are the expectations of the Annex Wealth Management investment committee for the upcoming earnings season? We also visit with Bryan Fiore, branch director at Annex Wealth Management, Naples, for a chat about the 'bucket theory.
26:5019/07/2020
Sunday, July 12
Mark and Derek cover last week's markets, look ahead to earnings season, and offer some advice on putting an portfolio in place. Deanne Phillips shares some aspects of annuities to be aware of and previews next week's Annuity Enigma webinar workshop.
27:0312/07/2020
Sunday, July 5th
Happy 4th of July weekend. Today's show features Parts 1 & 2 of our Value of an Advisor series, a visit with our Estate Planning attorney covering common planning mistakes, and a chat about annuities.
27:0005/07/2020
Sunday, June 28
More volatility create tension as we near the end of the first half of the year. Our Sr Tax planner joins us to talk about mid-season tax planning changes you might consider.
27:0028/06/2020
Sunday, June 21
More volatility, a spike in coronavirus cases, and a huge retail sales number. Dave Spano and Mark Oswald cover the prior week and look ahead to the next cycle of earnings. Deanne Phillips has a few tips for laid-off and furloughed employees while Jill Martin covers the steps to take when considering leaving money to children.
27:0121/06/2020
Sunday, June 14
The Fed, the virus, and some vicious ups and downs in the markets. Plus, a preview of our Win-Win Charity webinar along with the steps you should take if you're selling a business.
27:0114/06/2020
Sunday, June 7
A surprise positive jobs report turbocharges the market on Friday. Dave, Mark, and Derek discuss what it means for investors. If you have a family vacation home, it probably needs an estate plan to smoothly transition a transfer between generations. Jill Martin, our estate planning attorney discusses that.
27:0107/06/2020
Sunday, May 31
Q1 GDP numbers were negative and Q2 is going to be abysmal. Are we seeing the bottom? Annex Wealth Management's Dave Spano, Mark Oswald, and Derek Felske discuss.
27:0031/05/2020
Sunday, May 24th
Mark and Dave discuss the markets. We hear a story of a newly retired client who ran smack into the impact of the coronavirus. We open up the Ask Annex mailbag, too.
27:0124/05/2020
Sunday, May 17
Dave, Mark, and Derek cover the week's events as the country looks toward reopening. Our planning team provides a quick snapshot of changes in RMD due to both the SECURE and CARES Acts. Deanne Phillips takes a look at the disparity in retirement income and what women can do to plan better.
27:0217/05/2020
Sunday, May 10
Happy Mother's Day from Annex Wealth Management. Dave, Mark, and Derek cover the latest including the new jobless numbers, Payroll Protection Program, and which sectors show promise---and which are threatened.
27:0910/05/2020
Sunday, May 3
Mark and Derek cover the markets including some interesting earnings reports from tech companies. Brandon Lehman shares stories of 3 do-it-yourselfers, and we dig into the Ask Annex mailbag.
27:0003/05/2020
Sunday, April 26
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
27:0026/04/2020
Sunday, April 19
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.
27:0619/04/2020
Sunday, April 5
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.
27:0105/04/2020
Sunday, March 29
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.
27:2129/03/2020
Sunday, March 22
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.
27:0522/03/2020
Sunday, March 15
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.
27:0115/03/2020
Sunday, March 8
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.
27:1208/03/2020
Sunday, March 1st
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.
27:1201/03/2020
Sunday, February 23
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.
27:0823/02/2020
Sunday, February 16
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.
27:0616/02/2020
Sunday, February 9
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.
27:0009/02/2020
Sunday, February 2
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.
27:0002/02/2020
Sunday, January 26
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
27:0126/01/2020
Sunday, January 19
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.
27:0019/01/2020
Sunday, January 12
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.
27:0312/01/2020