Episode Details

Mark Beck and Derek Felske digest Friday’s jobs report and the impact on the market. Robert Chastain shares personal observations of the damage and reaction to Hurricane Ian. Our financial planning team shares 5 year-end tax planning tips. Ask Annex covers realistic expectations of portfolio returns, rollovers in down markets, and the best time of the year to retire. With a mid-term election around the corner, we preview next Wednesday’s Election Year Investment Myth webinar.