Investors' Insights and Market Updates

The tax deadline brought more than just returns—it triggered a major shift in liquidity that could ripple through the markets. In this week’s episode of Investors’ Insights , the Portfolio Team unpacks the surprising implications for stocks, interest rates, future government spending, and more. Watch to learn how tax receipts, valuations, and capital expenditures are shaping the market. &nbs...

Last week was one of the most volatile for markets in years, but we’ve got some encouraging news on inflation and valuable insights from our recession checklist. Don’t miss this breakdown from our Portfolio Team to better understand what’s really happening behind the headlines. Watch this episode to see the data and hear what they have to say.   Bobby Norman , CFP®, AIF®, CEPA® Managing Direc...

In this week’s episode, the Portfolio Team breaks down the chaos and uncertainty in today’s market, offering valuable insights on navigating the turbulence. Watch to hear about historical trends, tariffs, and how to stay calm amidst the noise.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Em...

In this episode, the Portfolio Team does a deep dive into the crucial topics of stock ownership, buybacks, and the impact of upcoming trade tariffs—providing valuable insights into how these factors could influence the economy and markets moving forward. Watch to stay ahead of the curve on these key issues and more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell he...

In this episode, the Portfolio Team explores the upcoming tariff changes and their potential effects on industries like pharmaceuticals, autos, and more. Watch the full episode to gain insights into how these tariffs could shape the future of the markets and economy.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Ty Miller Associate Vice President Wealth Consu...

Markets are seeing some volatility, but the key insights behind the headlines might surprise you. Watch this episode to hear our Portfolio Team discuss how inflation, market corrections, and policy uncertainty could shape the future of the economy and markets.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wea...

In this educational episode, Ashley Page explores the impact of declining energy costs on both small businesses and large industries in the U.S. Watch the full episode to discover how this shift could affect the economy and more.   Ashley Page , JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a t...

In this episode, the Portfolio Team breaks down key data trends to help you navigate the current economic landscape amidst volatility and headlines. From tax refunds boosting consumer spending to a deeper dive into GDP and employment shifts, they explore critical factors driving market momentum. Watch to learn about these market-moving topics and more!   Greg Powell, CIMA® President and CEO W...

Did you know you can start building your child’s credit history before they even turn 18? Watch to learn how an early credit boost can set them up for financial success later in life.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation...

Join us for this week’s episode of Investors’ Insights, where the Portfolio Team explores market volatility, economic trends, and expectations for 2025. Watch as they review the key data points shaping the economic landscape ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby No...

Discover how America’s natural gas advantage is shaping global energy markets and what it could mean for your everyday expenses. Watch our latest episode with Trey Booth to learn about the balance between cost, export, and the potential impact on your electric bill.   Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independ...

A potential government shutdown is on the horizon, but how could it impact the markets? In our latest episode, the Portfolio Team breaks down the situation, offering valuable insights on the potential effects and what to expect moving forward. Watch now to learn more about this and other important topics.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here B...

Join Adam Vansant and Sonja McGittigan as they review tax deadlines, how to quickly access your tax forms, and tips for making sure your 2024 IRA contributions are in before Tax Day. Watch now for simple steps to get your taxes in order and make the most of this year’s filing process!   Adam Vansant , AIF®, BFA ™ Senior Vice President of Operations & Advisory Services Wealth Consultant Em...

Join us as we celebrate 20 incredible years of Fi Plan Partners! From day one, Greg Powell built our firm on the foundation of making a real difference in people’s lives. Hear from our team as they share their passion, dedication, and the values that have shaped two decades of success. Watch and experience the heart of Fi Plan Partners!     Fi Plan Partners is an independent investment f...

Tune into this week’s episode as our Portfolio Team explores inflation, consumer spending, and business confidence, and how these factors could impact the market in 2025. Watch to learn about the possible challenges and opportunities ahead.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultan...

This week, we’re diving into critical topics that are top of mind for many—housing, inflation, and technicals. Join the Portfolio Team as they discuss how rising mortgage rates are impacting housing affordability, the latest inflation trends, key technical levels in the market, and more. Watch this episode to gain valuable insights you don’t want to miss!     Greg Powell, CIMA® President...

Join the Portfolio Team for today’s episode as they dive deep into the slippery slope of tariffs. Hear Trey Booth and Ty Miller discuss the latest market impacts, how tariffs are affecting the economy, and what’s really happening behind the scenes. Watch to gain valuable insights and learn what these trends could mean for the markets, the economy, and more.     Greg Powell, CIMA® Preside...

In this week’s episode of Investors’ Insights, the Portfolio Team dives into the impact of AI developments and market breadth, highlighting both challenges and opportunities in the current economic landscape. Trey and Bobby explore how recent news from China is influencing market sentiment, while also celebrating positive signs of broader market participation beyond the tech sector. Tu...

From the impact of Fed rate hikes and rising oil prices to the latest housing market trends and earnings projections, our Portfolio Team is diving deep into the key topics shaping the economy in 2025. Tune in, on this historical day, as they break down the challenges and opportunities that lie ahead.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby...

In this educational episode, Trey Booth discusses the hidden risks of using average returns to make financial decisions. He illustrates how relying solely on averages can be misleading, using a real-world scenario that highlights the impact of market cycles on retirement planning. Watch to learn how to avoid these common risks.   Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consult...

Tune in to this week’s episode as the Portfolio Team dives into the impact of rising interest rates, the debt ceiling, and key technical indicators shaping the market in 2025. Watch to gain valuable insights and learn what these trends could mean for the markets, economy, and more.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®...

Happy New Year! As we kick off 2025, we’re diving into the biggest topics shaping the year ahead. Watch as our Portfolio Team explores everything from the rise of artificial intelligence to the growing challenges of national debt—and much more. Stay tuned for insights from the Fi Plan Partners team on how these trends could impact markets and the economy in 2025. Greg Powell, CIMA® President...

Caring for aging parents can be emotionally and financially challenging, but with the right planning, you can make the process easier. Watch this insightful video with Bobby Norman and Mark Hume to learn the essential documents every family should have in place and how proactive financial planning can help you and your loved ones navigate eldercare with confidence.   Bobby Norman , CFP®, AIF®...

Give the gift of financial security to your loved ones this holiday season with a personalized Financial Blueprint from Fi Plan Partners. From retirement and education planning to budgeting and legacy goals, a Financial Blueprint can be a thoughtful, lasting gift that helps set the foundation for a prosperous future. Click the link below to discover how you can give the gift of lasting peace of mi...

In this week’s episode, the Portfolio Team discusses the Federal Reserve’s upcoming rate cut and its potential to fuel a Santa Claus rally amid shifting inflation trends. They also explore the growth of market breadth, with small and mid-cap stocks leading the charge. Watch to find out what all of this means as we head into 2025!   Bobby Norman , CFP®, AIF®, CEPA® Managing Directo...