Investors' Insights and Market Updates

Dive into this week's episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward.

In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income. Watch the full episode to hear Jason exp...

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn more about investment strategies, consumer income, 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 Norman here Ty Mill...

The Portfolio Team at Fi Plan Partners constantly analyzes market trends, both positive and negative. Watch this week’s episode to hear them discuss market drawdowns, concentration risks, and more.  Listen to this episode to hear what they have to say.

Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate America’s Balance Sheet and the US Treasury.   Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving c...

Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head into the summer months. Listen to the full episode to learn more.

Dive into the topic of market volatility with our Portfolio Team in this week’s episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a peaking bull market. Watch to learn about this topic and more.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing...

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable insights on retirement plan contribution updates, 1099s, and tips on simplifying data gathering for your CPA or Accountant. Watch this episode to learn more.   Adam Vansant , AIF®, BFA ™ Senior Vi...

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of the US economy.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey B...

Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the US Treasury, debt, and more. Gain valuable insights and stay informed on the latest trends by watching the full episode above.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Trey Booth , CFA®, AIF® Chief Investm...

Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the underlying reasons for these vacancies and gain a deeper understanding of the market dynamics in this week's episode.

The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as well as other important topics such as record productivity, the Fed, and inflation. Watch to learn about these important economic topics and more.   Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey B...

In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose to do these splits and how they can impact investors. Tune in now to learn more.   Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of pr...

Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watch the video to hear what they have to say.     Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an indepen...

Consumer Strength We’ve been enjoying a strong equity market overall, but as always, we are looking at our leading economic indicators. The strength of the consumer and robust consumer spending have been a key driver of the economy and equity markets in the last 12 months. As investment managers, we always look for cracks that are starting to show in the economy. One of those potential crack...

Inflation has been a hot topic in recent years, and for good reason. It can have a significant impact on the stock and bond markets. In this week’s episode, Trey Booth breaks down the metrics of the price-to-earnings ratio and explains how it relates to inflation and markets.   Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is a...

In this week’s episode, the Portfolio Team delves into the potential government shutdown and its impact on the economy. They also provide updates on inflation and discuss how election year worries could affect markets. Watch to hear what they have to say about these topics and more. #     Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Bo...

Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market would do over the next 19 years. In this week’s episode, the Portfolio Team takes a walk down memory lane, discussing historical markets and what their experience has been like over the years, as well as what they expect out of markets in the future....

As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSAs, and more. However, it can be confusing to know whether you are making the most of these benefits or simply wasting your money. In this episode, Mark Hume shares valuable tips and cautions to help you navigate your company benefits. He explains how...

So often, people want to make emotional decisions regarding market swings, what's going on in the world, and their portfolios. In today's episode, the Portfolio Team addresses some current issues and why taking a step back and reviewing the facts is essential before making emotional decisions. Listen to the full episode to see what they have to say.

We are thrilled to welcome Robert L. Moody III, CFP®, CEPA®, to our Financial Planning team at Fi Plan Partners. In this episode, he sits down with our President and CEO, Greg Powell, to discuss his passion for working with clients as they pursue a life that is Better, Richer, and Fuller. Robert brings a wealth of experience and expertise to our team, and we are confident that his skills will be a...

Get ready for an insightful episode as the Portfolio Team discusses market performance, interest rates, and dividends. Listen to the full episode and see what they have to say.

Gas Prices and Interest Rates After the last Federal Reserve meeting in November, the market started pricing in six rate cuts based on the Fed’s optimistic outlook on inflation. Since then, we’ve talked on these vlogs about how we don’t believe that will likely occur. This will be the first time the Fed comes together and pushes out what they think are the expectations for this y...

As the world’s most widely used currency for international transactions, the US dollar has been the dominant reserve currency for decades. However, recent discussions have raised the possibility of the dollar losing its status as the world’s reserve currency. In this episode, Trey Booth delves into the implications of such a shift and what it could mean for the global economy.   T...

Join us for a discussion with the Portfolio Team at Fi Plan Partners as they delve into the latest developments in the Middle East, the upcoming election, and more. They provide valuable insights into these critical areas, giving you a well-rounded view of the current economic landscape and how it impacts markets. Don’t miss this opportunity to stay informed. Tune in to watch the full episod...