Investors' Insights and Market Updates

The year has started with choppy markets as the uncertainty of the Fed cutting interest rates continues to cause volatility. Tune in to watch this full episode to hear what the Portfolio Team at Fi Plan Partners has to say about this topic and more.

While the media may only be reporting on surface-level headlines, we like to provide our viewers with a behind-the-scenes look at what’s really going on in the market. Tune in to watch this full episode and learn more about the topics you need to know about as we kick off the new year.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, A...

Join us for this week's episode where Ty Miller shares his insights on the different economic indicators that we monitor to gauge the health of the economy. Ty breaks down each indicator and explains how it affects businesses and consumers alike. Tune in to learn more.

In this episode, Mark Hume provides valuable insights on the significance of umbrella policies and how they can be essential in protecting your assets. He gives real-life examples of situations where an umbrella policy could have made all the difference in protecting individuals and families from financial ruin. Whether it's a car accident or a slip-and-fall incident, an umbrella policy provides a...

Home insurance costs have been on the rise in recent years. This trend of charging more for less coverage has become increasingly common with insurance companies. In this week's educational episode, Ashley Page delves into the reasons behind this phenomenon. Among the factors contributing to this trend are increased risks associated with weather-related events, a rise in fraudulent claims, and inc...

Join us for this week's episode where the Portfolio Team goes over the investors' wish list, providing insights and analysis on specific items, and explores the latest forecasts for interest rates in 2024.

Jobs As we look forward to 2024, we also want to reflect on 2023. We came into this year with many economists calling for a recession and a significant slowdown in jobs. Those economists have been wrong, as the job market has stayed strong throughout the year. Last week, the jobs report showed that the US economy added another solid month of job growth, adding 199,000 jobs in November, and the une...

With the end of the year fast approaching, it's vital to stay on top of important financial tasks like taking your RMD, charitable donations, IRA contributions, and more. In this week's episode, the Operations Team at Fi Plan Partners shares valuable insights and tips to help you ensure these time-sensitive items are taken care of before the year ends.

Join the Portfolio Team as they dive into the recent reports around inflation, the Fed, and interest rates and how these things could impact the economy and markets going into 2024.

Join the Portfolio Team as they dive into the recent housing data, interest rates, and historical data surrounding market performance in election years.   Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller Associate Vice President Wealth Consultant Email...

Join the Portfolio Team as they dive into the latest market performance, examine the recent news about a government shutdown, and provide insights into how inflation has impacted the cost of Thanksgiving dinner this year. In this episode, you'll hear the team discuss the key economic indicators they use to track the markets and gain a better understanding of the factors driving the economy.

Are higher interest rates helping or hurting Corporate America? Watch this week’s educational episode to hear Trey Booth go over the details related to this topic.     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 clients across the n...

In this episode, the Portfolio Team goes over the data they look at on an ongoing basis to keep a pulse on the economy and the markets. Watch the full episode and hear what they have to say about interest rates, inflation, and other market-moving topics.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Co...

We are coming off a great week for markets, and in this episode, the Portfolio Team goes over the details behind the positivity and tells what this could mean going forward.

We have an important week ahead as the Fed will be in the spotlight. In this week’s episode, the Portfolio Team gives an update on our recession watch checklist that clients have been asking about.     Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is a...

At Fi Plan Partners, we take great pride in working with business owners to help them build, grow, and sell their businesses. Our goal is to help business owners build valuable companies, have stronger personal financial plans, and align their personal goals. In this episode, you will hear from Bobby Norman, CFP®, AIF®, CEPA®, Managing Director of Fi Plan Partners. He goes over his Certified Exit...

In this week’s episode, the Portfolio Team delves into the impact of spiking interest rates, the historical relevance of pre-election years, and the potential effects of the upcoming GDP report on economic forecasts.   Bobby Norman , CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth , CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey...

The market has a lot of headwinds and uncertainty right now with a conflict in Israel, questions about whether the Federal Reserve will raise rates again, and talks of a government shutdown next month. Watch this week’s episode to hear the Portfolio Team talk about these topics and more.

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2025. He goes over the details of the new rules including the creation of a retirement savings lost and found database, new increased catch-up limits, and more. Listen to this episode and get up to speed on how these changes could affect you.

In the latest episode, the Portfolio dives into the ongoing issues in Israel and the potential impacts on the US markets. With tensions rising and uncertainty looming, our team provides valuable insights and analysis to keep our listeners informed. Additionally, they provide an update on the current state of the job market.

In this week’s episode, the Portfolio Team delves into the recent market volatility and its historical precedents. They also analyze the delayed government shutdown and its potential ramifications on the markets. Listen to the full episode and gain a better understanding of the current market landscape.

We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency and clarity. In this informative video, you will learn about the upcoming changes, including improved visuals, simplified language, and more detailed information about your investments. Watch the video now to discover what’s coming!   Adam...

In this episode, the Portfolio Team provides valuable insights on investing in Eurozone stocks during a government shutdown as well as gives an update on the current state of the global economy compared to the US.

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2024. He goes over the details of the new rules, including changes in SIMPLE IRA employer matching, the ability to roll over unused 529 plan funds, and more. Listen to this episode and get up to speed on how these changes could affect you starting next...

This week’s episode delves into the various stressors affecting consumers in today's economy. With talks of a possible government shutdown and other economic uncertainties, the Portfolio Team goes over how these factors may impact markets and the economy. Listen to the full episode to learn more.