Latest / Money Talk: The Annex Wealth Management Show - SWFL
Sunday, September 25th
The Fed rate raise rocks the market. Mark Beck and Jason Cooper review the results. What impact will the raise have on lump sum pensions? We'll cover that, along with a list of common questions from clients, how our financial planning team reviews client insurance coverage, and for executives with complex company stock holdings—we'll cover NUA.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.