Investors' Insights and Market Updates

Join us for an in-depth discussion with two leading voices in small business advocacy: Greg Powell, President and CEO of Fi Plan Partners, and Jeff Brabant, Vice President of Government Relations at the National Federation of Independent Business (NFIB). In this must-watch episode, Greg and Jeff delve into the critical ways NFIB supports small business owners. Discover the key legislative issues c...

Watch this week’s episode to gain insights from the Portfolio Team as they analyze the recent market volatility and the ongoing media discussions. Tune in to review the team’s data analysis on interest rates, jobs, and more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Nor...

Join us for our latest episode, in which the Portfolio Team provides valuable insights into the recent market volatility. Discover how current economic news is shaping the markets and gain a historical perspective on these trends. Listen to stay informed and enhance your understanding of today’s market dynamics.

Watch this episode in which the Portfolio Team delves into the intricacies of recent market volatility, offering insights on market pullbacks, interest rates, and other key economic indicators. Watch the full episode to gain a deeper understanding of navigating current market and economic conditions.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman...

In this week’s educational episode, Bobby Norman delves into target date funds available in workplace retirement plans. He outlines what these funds are, highlights their advantages, and discusses how they can be one of the tools used to simplify the process of achieving retirement goals for investors.     Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email B...

We are excited to bring you this week’s episode, which is filled with essential information. This will be a very important week as we receive updates from the Federal Reserve on interest rates, details regarding potential changes from the Treasury, market pullbacks, and more. Stay informed by tuning in to gain valuable insights into these market-moving topics.   Bobby Norman , CFP®, AIF...

Watch this week’s episode to hear Mark Hume, CFP®, provide tips and guidance on navigating the complex process of estate planning for blended families. Don’t pass up the opportunity to learn ways you can manage your estate effectively.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, with...

Join us in this week’s episode as the Portfolio Team addresses recent events in the news and what this means for both current markets and insight on markets moving forward. With the perception of uncertainty, the team provides some very beneficial context and data that may surprise some. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA®...

Gain a wealth of knowledge from our latest educational episode where Bobby Norman and Robert Moody delve into the crucial aspects of Business Owner readiness. Gain valuable insights on ensuring your business is well-prepared for a potential sale, both from a personal and professional standpoint. Discover tips on strategizing your exit plan for a successful transition.   Bobby Norman , CFP®, A...

In the current market climate that is filled with uncertainty surrounding when the Fed will cut rates and the upcoming election, the significance of positive corporate earnings cannot be overstated, particularly given the current market valuations. To delve deeper into this topic and more, make sure to watch this week’s Investor’s Insights episode featuring discussions by the Portfolio...

We are excited to invite you to join us in this week’s educational episode, where Bobby Norman and Robert Moody delve into the crucial topic of buyer preferences in the business purchase process. Gain valuable insights into the strengths and weaknesses that buyers consider when seeking to acquire a new business. Don’t miss out on this informative discussion that could provide you with...

Step into the world of Artificial Intelligence, energy, and infrastructure with this week’s episode. Watch as the Portfolio Team explores how these topics could revolutionize the economy and markets. Gain valuable insights into the stock market’s history and discover what opportunities could lie ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Trey...

As we enter the second half of the year, the stock market is showing positive momentum, but concerns loom regarding elevated valuations and overbought conditions that could lead to volatility. In this episode, the Portfolio Team delves into the implications of these factors and provides insights on how the market might fare based on historical data. Watch to discover more about market performance...

Listen as Greg Powell, President and CEO of Fi Plan Partners, and Mitch York, Certified EOS Implementer®, discuss how EOS helps entrepreneurs grow their business and identify issues faster. You can also listen to this bonus episode on our Investors' Insights and Market Update podcast. What is a Maverick? Mavericks are free thinking people who refuse to conform to society standards and are driven t...

Dive into this week’s episode as the Portfolio Team addresses pressing client questions on the implications of artificial intelligence and concerns about the budget deficit. Gain valuable insights and stay informed on the latest developments shaping markets and the economy. Click the link below to join us for an enlightening discussion.   Greg Powell, CIMA® President and CEO Wealth Cons...

Join us in this week's episode as the Portfolio Team delves into key insights for navigating the summer months, including market concentration driven by the top ten stocks of the S&P 500, 10-year treasury yields, inflation trends, and more. Listen to gain valuable knowledge and stay informed.

Are you a Business Owner feeling anxious about your financial future? Let Greg Powell's book, Better Richer Fuller, be your guide. In this week's episode, Greg emphasizes the importance of planning for your financial future and shares insights on how his book can help you develop a strategy to achieve your goals. Don't let financial worries hold you back from living your dream life.

Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Learn what the Portfolio Team has to say as they analyze the data and provide insights into the Fed's potential decision along with other key economic indicators.

Dive into this week’s episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable insights on the application process. Whether you’re a small business owner looking to secure funding or simply interested in learning more about financial opportunities, this episode is packed with essential information to help you make info...

Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of economic trends. Listen to this episode to gain valuable insights on how these significant topics could potentially influence the markets and economy.

As a business owner, it’s crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those critical decisions. In this insightful episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, emphasize the significance of creating an exit plan well in advance. By proactively preparing for the transition out of your busine...

Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valuable insights on rates, inflation, job trends, and more. Click the link below to watch the full episode.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Con...

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your business. With their knowledge of financial planning and business strateg...

Watch this episode where the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic data reports and gain insights on the Federal Reserve’s actions to mitigate the impact. Watch the full episode to learn more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA®...

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more. Don't miss out on this opportunity to learn more about how you can work to secure a financial future for yourself and your business.