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Saturday, December 16th. What about that FOMO rally? episode artwork

EPISODE · Dec 16, 2023 · 33 MIN

Saturday, December 16th. What about that FOMO rally?

from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps. 

What this episode covers

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the 4% rule, and defines a value trap. When clients have large positions in company stock, Net Unrealized Appreciation becomes a big factor in planning. We'll explain why that's important and how Annex helps.

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Saturday, December 16th. What about that FOMO rally?

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Frequently Asked Questions

How long is this episode of Money Talk: The Annex Wealth Management Show - Milwaukee?

This episode is 33 minutes long.

When was this Money Talk: The Annex Wealth Management Show - Milwaukee episode published?

This episode was published on December 16, 2023.

What is this episode about?

The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initial portfolio review for a soon-to-be client of Annex? We'll explain. Ask Annex tackles Roth RMD's, the...

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