02/27/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• Required Minimum Distribution Rules. This is a complex area and the Worker, Retiree, and Employer Recovery Act of 2008 added some confusion in the near term.  Click here for a thorough explanation.

 

02/20/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• Special guest Bill Nasgovitz, Founder, President, and Portfolio Manager with Milwaukee based Heartland Funds joins host Dave Spano, President of Annex Wealth Management.  Mr. Nasgovitz discusses value investing discipline, a strategy his firm has adhered to since 1983 .

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02/13/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• We discuss concerns over Greece's fiscal situation, talk about the questions to ask when selecting an advisor, and discuss FDIC and SIPC insurance.

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02/06/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• We discuss stagflation and deflation and the effects on investment markets.  We answer listeners' questions.  See archive below.

 

01/30/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• Joining the show was Brian Jacobsen, Ph.D. and Professor of Economics at Wisconsin Lutheran College to discuss the current economic environment and monetary policy.  See archive below.

 

01/23/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• We discuss the proposal for a large bank tax.  We also talk about the benefits of re-balancing your portfolio and answer listeners'  questions.  See archive below.

 

01/16/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• We answer caller questions about savings bonds.  We also update listeners on Wisconsin's Roth IRA conversion laws and 2010 required minimum distribution (RMD) rules.  We discuss American Funds.  See archive below.

 

01/09/2010 on "Money Talk" hosted by Annex Wealth Management  ® 

• We discuss fixed income markets; are they overdone?  We also discuss Roth IRA conversion pitfalls and answer callers questions. See archive below.

 

01/02/2010 on "Money Talk" hosted by Annex Wealth Management ® 

• Joining the show was Brian Jacobsen, Ph.D. and Professor of Economics at Wisconsin Lutheran College to discuss the economic outlook for the coming decade. See archive below.

 

12/26/2009 on "Money Talk" hosted by Annex Wealth Management ® 

• We discuss year end planning ideas.  We also review 457 and 403(b) retirement plans. See archive below.

 

12/19/2009 on "Money Talk" hosted by Annex Wealth Management ®

• We discuss what to expect from an advisory relationship. We talk about index funds and active versus passive investing.  We also discuss tax loss harvesting and the estate tax rollback to 2001.  See archive below.

 

12/12/2009 on "Money Talk" hosted by Annex Wealth Management ®

• Wisconsin State Senator Glenn Grothman is a guest on the show to discuss Wisconsin's Roth IRA conversion and retirement plan contribution legislation. See archive below.

01/30/2010 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kevin Nemoir, CFP®  joins the show to discuss Exchange Traded Funds (ETFs).  We also review a case study on the worst way to save for college education costs.

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01/23/2010 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kevin Nemoir, CFP®  joins the show to discuss reasons for this week's market decline.  We share our analysis of a mutual fund and take calls for listeners regarding thier investments. 

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01/16/2010 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kevin Nemoir, CFP®  joins the show to discuss risk tolerance, asset allocation, and selecting investment vehicles.  We also discuss 2010 estate tax laws and the need to review your estate plan now.  See archive below.

 

01/09/2010 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kevin Nemoir, CFP®  joins the show to discuss the four basic questions you have to answer before buying any investment.  See archive below.

 

01/02/2010 on "The Annex Wealth Management Investment Show"

• Annex's Mark Oswald and Michael Koerner join the show to discuss dividends as a part of total return and precious metals exchange traded funds (ETFs).  See archive below.

 

12/26/2009 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kevin Nemoir, CFP®  joins the show to discuss investment strategies and year end investment review tips. See archive below.

 

12/19/2009 on "The Annex Wealth Management Investment Show"

• Annex Advisor Kurt Maltby, CFP®  joins the show to discuss investment planning basics, funding and investing in your 401(k).  We answer Roth IRA conversion questions and discuss rolling over your 401(k). See archive below.

 

12/12/2009 on "The Annex Wealth Management Investment Show"

• Wisconsin State Senator Glenn Grothman joins the show to discuss concerns about Roth IRA conversions in Wisconsin and needed changes to Wisconsin's retirement plan contribution legislation.  See archive below.