Investors' Insights and Market Updates

Watch this week’s educational episode to hear Greg Powell and Jason Hatley review the recent law changes to college saving plans and how they might affect you moving forward.

Economic Growth There’s been a lot of recent talk about a pending recession or an economic slowdown, so we wanted to go over a recent report showing economic activity in the US. The report indicates that the economy is growing at the fastest pace in 13 months. The Purchasing Managers Index deposit outlook is a weighted average of the Manufacturing Output Index and the Services Business Activ...

The term GDP is widely mentioned in our vlogs and on the news. In this week’s educational episode, Ty Miller discusses what GDP stands for and why it’s an essential component of our economy.

Inflation Impact on Yields We continue conversing with investors interested in current bonds and savings account yields. Because of that, we wanted to give an update on where yields stand and also talk about real rates of return, including looking at inflation. Bonds have always been an essential part of a diversified strategy. Still, we want to point out that when looking at bond returns and, mor...

There has been a lot of talk about moving manufacturing jobs back to the US. Listen to this week’s educational episode to hear Trey Booth give an update on that situation and how it impacts the economy.

Travel season is right around the corner, but what does that mean for gas prices and the consumer? Listen to this week's episode to hear the Portfolio Team talk about these topics as well as the history and possible future of markets, inflation, and more.

Listen to this week’s educational episode to hear Ashley Page talk about the four main factors the Federal Reserve always considers when establishing interest rates. Listen to learn more about this highly requested topic.

This week's episode discusses the Fed, interest rates, and the debt ceiling. Listen as the Portfolio Team discusses why words are equally as important as numbers when it comes to emotions, markets, and your portfolio.

In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secure 2.0 Act. Listen as Mark Hume explains how these changes might affect you and your retirement accounts.

Watch or listen to this week’s episode to hear the Portfolio Team talk about what policy changes the market expects from the Fed after their meeting and how their decision could impact the economy moving forward.

Inflation has caused many Americans to adjust their budget and spending habits, but how has it impacted investment returns? In this week’s educational episode, Bobby Norman goes over the risk of inflation in investing and how it might affect you.

Listen to this week’s episode to hear Greg Powell, Ty Miller, and Bobby Norman talk about the recently announced bill proposing $4 trillion in spending cuts and how the market has historically performed during times like these.

Listen to this week's educational episode to hear Ty Miller talk about what correlation means and how it relates to portfolio diversification.

In this week’s episode, the Portfolio Team discusses the debt ceiling, inflation, fuel prices, portfolio strategies, and more. Listen to this episode to learn what is going on with these market-moving topics.

Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Operations Specialist and what she enjoys the most about working with clients as they pursue a life that is Better, Richer, Fuller.

What is the Misery Index, and how does it relate to the economy and your portfolio? Listen to this week's episode to learn about this and more.

In this week’s educational episode, Trey Booth, Chief Investment Officer at Fi Plan Partners, explains the difference between the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). Listen as he goes over how the SIPC plays a role in protecting investors’ assets at securities firms.

March was a volatile month for markets, but what does history say about market performance in the month of April? Listen to this week's episode to hear what the Portfolio Team says about this topic, gas prices, and more.

Listen to this episode to hear Ashley Page talk about the banking system and how it can have an impact on the overall economy.

In this week’s episode, the Portfolio Team talks about the Fed’s interest rate decision and how it affects the market not only today but in the long term. Listen to this episode to hear them go over this topic and more.

In this educational episode, Mark Hume goes over two important financial planning topics for homeowners to know.

The Federal Reserve is meeting this week, but will they pause rate hikes like market participants have been wishing for? Listen to this week’s episode to hear the Portfolio Team talk about how the banking system plays a role in what the Fed does.

Watch this week’s educational episode to hear Adam Vansant walk you through how to access tax documents on Account View.

The Banking Industry We want to address what happened last week in the banking industry and explain why the market had such a tough week. Last week the S&P 500 was down 4.5%. Mid-caps were down 7.4%, and small-cap stocks were down 8.1%. The sharp pullback in the market was due to earlier in the week when the Federal Reserve said they still had work to do and expected further rate hikes. After...

Whether you're a bull or a bear, today's episode will give you insight into the market's volatility, rising interest rates, and trends we're seeing. Listen to this episode to learn more about these topics from the Portfolio Team at Fi Plan Partners.