EPISODE · Jun 7, 2025 · 33 MIN
Saturday, June 7th. Slowing, not stopping.
from Money Talk: The Annex Wealth Management Show - Milwaukee · host Annex Wealth Management
The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also dive into the Fiduciary Journey of an Annex Client, offering a clear explanation of the process.
What this episode covers
The Beige Book highlights economic slowdown and a cooling services sector, though the employment situation report remains relatively stable. In the defensives versus cyclicals debate, recent updates from Campbell's, Dollar General, Dollar Tree, Kimberly-Clark, and Procter & Gamble provide valuable insights. Brian Jacobsen shares our Week-in-Review. Additionally, we explore common mistakes made in each decade of life and strategies to avoid them. We also dive into the Fiduciary Journey of an Annex Client, offering a clear explanation of the process.
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Saturday, June 7th. Slowing, not stopping.
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