Investors' Insights and Market Updates

Watch this episode to learn about the four intangible capitals and how they can significantly increase the value of your business. Bobby Norman and Robert Moody, both Certified Exit Planning Advisors, break down how each capital impacts enterprise value and offer insights to help business owners grow and prepare for a successful sale.   Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealt...

Join us for the latest episode of Investor Insights where our Portfolio Team dives into the data driving today’s markets and the strategies shaping tomorrow’s decisions. Hear their insights on valuations, market trends, global events, and more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant E...

Listen to this week's educational episode to hear Ty Miller go over the different types of annuities and explain the importance of each one.

In this week’s episode, the Portfolio Team discusses key market trends heading into the final weeks of 2024, focusing on seasonality, supply chain improvements, and housing market recovery. They also highlight the impact of Federal Reserve rate cuts and low inflation, which could set the stage for a strong finish to the year. Watch to learn more!   Bobby Norman , CFP®, AIF®, CEPA® Manag...

In this special educational episode, Bobby Norman discusses the critical importance of saving early for retirement and how starting sooner can significantly impact your financial future. This is a great topic to share with your kids and grandkids during the holidays. If you’d like help getting started, reach out to our team at Fi Plan Partners! Watch the full episode to learn more.   Bobby No...

In this episode, the Portfolio Team discusses the latest updates on Thanksgiving costs, including a welcome decrease in the price of dinner for 10. They also dive into the current housing market, highlighting the impact of rising mortgage rates and the importance of staying informed during the holiday season. Watch to learn about these topics and more.   Trey Booth , CFA®, AIF® Chief Investme...

Join us for this week’s episode, where the Operations Team, along with Bobby Norman, reviews important year-end deadlines, including required minimum distributions (RMDs), IRA contributions, and qualified charitable distributions. Adam and Sonja share key information to help ensure all tasks are completed on time and offer tips for simplifying the process for our clients. Watch the full epis...

In this week’s episode, the Portfolio Team discusses the current state of interest rates, the housing market, and their broader impact on the economy. They provide insights into the rising mortgage rates, the Federal Reserve’s actions, and emerging trends in industrial production, offering valuable updates heading into 2025. Watch to learn about these topics and more.   Greg Powel...

In this week’s episode, the Portfolio Team discusses the impact of recent elections, Federal Reserve rate cuts, and historical market trends on investment strategy. They highlight how economic fundamentals and corporate earnings are more influential on long-term market performance than political shifts, offering insights on market resilience and strategies amid changing interest rates and po...

Watch this episode to hear the Portfolio Team discuss the decisions shaping the market this week, particularly amid the upcoming elections and a pivotal Federal Reserve meeting. They delve into historical trends for the S&P 500 during November, highlighting its strong performance despite potential volatility. Watch to learn about these topics and more.   Greg Powell, CIMA® President and C...

Watch this educational episode to hear Robert Moody discuss 1031 exchanges and ways they can be beneficial. Learn how to defer capital gains taxes when selling and buying like-kind properties, as well as important time limits to keep in mind.   Robert Moody, CFP®, CEPA® Senior Vice President Wealth Consultant Email Robert Moody here Fi Plan Partners is an independent investment firm in Birmin...

Watch this episode to hear the Portfolio Team discuss the implications of the upcoming election on market performance. They delve into the historical data surrounding corporate earnings and provide insights on how different election outcomes have influenced market trends. Watch to stay informed as we keep you updated on these market-moving topics and more.   Greg Powell, CIMA® President and C...

Watch this episode to hear Adam Vansant discuss the ins and outs of Client Correspondence and Account View 2.0. He’ll cover everything you need to know about client letters, managing your account information, how to maximize the LPL AccountView app, and more. Don’t miss these valuable insights designed to simplify your experience.   Adam Vansant , AIF®, BFA ™ Senior Vice President of Operatio...

In this episode, the Portfolio Team discusses pressing concerns surrounding global geopolitics and its effects on the markets. We share insights on historical market volatility during similar events, analyze the current state of inflation, and review recent data indicating a slowdown in consumer and business activities. Watch to stay informed as we keep you updated on these market-moving topics an...

Election and Markets With the election just a few weeks away, we’re seeing a lot of polls come out. And naturally, they’re going to show different things, so it’s hard to know which ones to trust. Here, we don’t lean politically one way or another. We believe that certain sectors do better under different political regimes, and that’s where we try to position ourselves. We aren’t taking sides—we’r...

In this episode, Greg Powell sits down with Andy McFetridge to explore the journey of business owners navigating their visions for the future—whether selling or passing on their legacy. They discuss the current landscape of the privately held business market in the U.S., the unique challenges owners face today, and the four “intangible capitals” that drive true business value. Tune in for valuable...

In this episode, the Portfolio Team explores the crucial role jobs play in shaping key economic indicators. They discuss the Federal Reserve’s interest rate decisions and their ripple effects on the job market, as well as the recent port strike deal and its implications for the economy. Join us as they unpack these important topics and their impact on our economic landscape.   Greg Powe...

Historically marked by volatility during election years, October brings many questions to the forefront. In this week’s episode, the Portfolio Team delves into historical data, discussing the potential for a market bottom and a post-election rally. They also analyze how U.S. markets could be affected by the recent Chinese market stimulus, as well as the potential impact of the upcoming jobs report...

Don’t miss this week’s episode featuring Mark Hume as he explores the benefits of buy-sell agreements for businesses. Tune in to discover how these agreements can strengthen your company when implemented correctly.   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 se...

Last week, the Federal Reserve made the decision to cut interest rates, which will impact the economy and markets. In this episode, the Portfolio Team reviews the historical effects of rate cuts and discusses what the future may hold for housing, inflation, corporate earnings, and more.     Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey...

Join us as Ashley Page dives into the history of personal real estate transaction costs in the United States. Discover how and why these costs are becoming more transparent and affordable. Watch the full episode to gain valuable insights on how these changes will impact housing prices and the economy moving forward.   Ashley Page , JD, MBA Senior Vice President Wealth Consultant Email Ashley...

Join our Portfolio Team as they explore the Federal Reserve’s upcoming interest rate decision. Watch as they break down the historical trends of rate cuts and explain how these changes could impact markets and the overall economic landscape.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email...

In this week’s episode, the Portfolio Team analyzes the Federal Reserve’s focus on jobs and inflation, market volatility, and corporate America’s performance. They also discuss the US budget deficit, future data reports, and their implications for the economy and market. Watch to learn about these topics and more.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Gre...

We invite you to join Ty Miller as he delves into the intricacies of the CBOE Volatility Index (VIX), commonly known as the market’s fear gauge. In this episode, Ty provides insights into how the Portfolio Team monitors this real-time index and assesses its role in measuring market volatility. Watch the full episode to learn more.   Ty Miller Associate Vice President Wealth Consultant E...

Join us this week as our dedicated Portfolio Team delves into the latest economic data, providing you with valuable insights on the US job market, housing trends, and broader economic indicators. Watch to learn about these market-moving topics and more.   Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth , CFA®, AIF® Chief Investment Offic...