Investors' Insights and Market Updates

Watch or listen to this week’s educational episode to learn the difference between ETFs and mutual funds.

The Economy and The Fed   The Fed’s “preferred” inflation gauge, the Personal Consumption Expenditures or PCE, not only came in worse than expected, but the prior three months were all revised higher. The whole thing throws cold water on the ‘disinflation’ buzz and the rally we’ve seen so far this year. On a year-over-year basis, the PCE Price Index for services spiked by 5.6%, the worst sinc...

You don’t want to miss this week’s special episode of Investors’ Insights, where Greg Powell and Trey Booth answer a popular question that we often hear, “What is the purpose of the many screens in Trey’s office?” Click the link below to watch this informative video where Greg and Trey discuss how the Portfolio Team at Fi Plan Partners uses the screens to follow market performance and track data

As we celebrate the 18th anniversary of Fi Plan Partners, we wanted to share a message from our fearless leader, Greg Powell, to thank you for an incredible 18-year journey with phenomenal relationships like you

In this week’s episode, the Portfolio Team talks about recent unexpected price increases and how who wins the Super Bowl might matter to the market.

In this week’s educational episode, Ashley Page talks about preferred stocks and explains how they are different from bonds and common stocks.

Will we continue to see a market rally? Listen to this week’s episode to hear what the Portfolio Team has to say

When will the Fed feel comfortable with pivoting from restrictive interest rate hiking to possibly pausing the hikes? Watch or listen to this week’s episode to hear what the Portfolio Team has to say about this topic and more.

Listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes to taxes.

In this week’s episode, the Portfolio Team goes over several market-moving topics including dividends, corporate earnings, and more.

Listen to this week’s educational episode, where Ty Miller talks about taxable events in relation to gains and losses and how to know when it is considered realized versus unrealized.

As we enter 2023, we are reflecting back on historical markets as well as looking forward in terms of reviewing over rates, inflation, and the Fed.

Listen to this week’s educational episode, where Trey Booth talks about the impact that interest rates have on the cost of mortgage payments and home prices, as well as what this type of housing environment has looked like historically.

Many things happened last week that will impact the markets as we head into the new year. Watch or listen to this episode to hear the Portfolio Team go over what these important market-moving topics are.

On this episode of Innovation Mavericks, Greg Powell, CEO of Fi Plan Partners, sits down with Rush Garner, Owner of Rush Wine Cellars, to talk about his journey from selling wine out of his minivan to having his own brand and how he has continued to grow over the years.

In this week’s episode, the Portfolio Team talks about what is happening this week with interest rates, the Fed, consumer spending, and gas prices. Listen to this episode to learn more about the economy and markets as we head toward the new year.

In this week’s episode, the Portfolio Team talks about possible changes to the price of gas and gives an update on the jobs market. Listen to this episode to hear why those topics are important to the economy and your portfolio.

In this week’s educational episode, Mark Hume talks about the different types of life insurance and how important it is to make sure what you have is right for you.

In this week’s episode, the Portfolio Team goes over data surrounding markets and the recent midterm elections and discusses the developing market-moving news from China.

As we approach Thanksgiving Day, we have some data to share regarding inflation, the price of turkey, and consumer spending. Listen to the Portfolio Team go over these important market-moving topics.

Watch or listen to this week’s episode to hear the Portfolio Team go over a few market-moving topics that may override the impact of the elections, regardless of who takes the house.

Recently the IRS released the changes they are making to tax brackets, standard deductions, IRA contribution limits, and more. Watch or listen to this week’s educational episode to hear Mark Hume go over these changes and what they mean for you.

Listen to this week’s episode to hear the Portfolio team go over what they want viewers to keep an eye on and how it relates to the technical and fundamental analysis that we use at Fi Plan Partners.

For the sixth time this year, the Federal Reserve has announced another rate hike in an attempt to fight inflation. In this episode, Bobby Norman talks about where consumers could see a direct impact due to these increases.

We continue to get questions regarding the upcoming midterm election and how it will impact the market. Listen to this week's episode to hear the Portfolio Team go over what they are keeping an eye on throughout the rest of this year.