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Sunday, February 18th. Expectations, Reality, and Opportunity

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Content provided by Greg Batiansila and Annex Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Batiansila and Annex Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.

  continue reading

232 episoade

Artwork
iconDistribuie
 
Manage episode 401620420 series 2972346
Content provided by Greg Batiansila and Annex Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Batiansila and Annex Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Fed and markets finally seeing "eye-to-eye" on the future of rate cuts. Markets went from 6 cuts starting in March to 3 starting in July. That's much more reasonable. Brian Jacobsen and Mark Beck review the week. We'll also cover financial planning for medical professionals, the great Baby Boomer Wealth Transfer, and learn more about an upcoming presentation preparing for the 'unexpected'.

  continue reading

232 episoade

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