Money Talk 5-4-24

Saturday, May 4th. From high hopes to low expectations. The Fed is worried about financial stability--it is taking some pressure off the private sector to mop up all the government's debt. Dave Spano and Brian Jacobsen discuss the broader impact. Wills are great, but trusts might be better. Our estate planning attorney shares 6 benefits to setting up a trust. What happens during an Annex Wealth Management Portfolio Review? One of our investment team members has the details.