Trevor Nargis
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T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses
Every week, members of the Annex Wealth Management team field your questions about finances, wealth, the markets and the economy. This week Annex Wealth Management's Sarah Kyle and Trevor Nargis answer your questions on T-Bill Investing | Saving For Grandkids | Saving With Liquidity | Stop Losses
Saving For Grandchildren, Closed-End vs Closed To New Investors
Each week, members of the Annex Wealth Management team answer your questions about the economy, finances, and wealth management. This week, Trevor Nargis and Sarah Kyle answer questions about:
Tax-Savvy Saving For Grandkids
Closed-End Vs. Closed To New Investors
Suggestions For A Big Pay Increase; Defense Stocks; Growth vs Income; Market Timing
Suggestions For A Big Pay Increase; Defense Stocks; Growth vs Income; Market Timing
50th Episode Special with guest Gibson Smith of Smith Capital Investors
Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.
