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Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post ...
 
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With the end of the year quickly approaching, there are several important deadlines and considerations that you should be aware of. In this week’s educational episode, Keri Fish, Chief Operations Officer, goes over what those deadlines are. Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan Partners is an independent investment […]…
 
In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]…
 
What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week’s educational episode. Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]…
 
The average price of a new vehicle has spiked about 25% since the start of the pandemic. Watch or listen to this week’s episode where Bobby Norman goes over the reason for the price inflation and the data surrounding it. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here […]…
 
Watch or listen to this week’s educational episode to hear Mark Hume discuss why making financial decisions during certain life changes might not be a good idea. Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across […]…
 
Corporate Earnings It’s a really important week for the market as corporate earnings take center stage. The attention will specifically be on the earnings reports for big tech companies. As you can see in the chart shown in the video, 83% of companies are beating earnings estimates thus far. That rate remains well above […]…
 
Watch this week’s educational vlog from Ashley Page to hear what five topics, one being inflation, will shape the markets in the upcoming year. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]…
 
What is Medicare and how do you enroll? Jason Hatley answers these questions in this week’s educational episode. Jason Hatley, CPA Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and…
 
Watch this educational episode to learn what the 11 sectors of the market are and how they play a role in building portfolios. Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through […]…
 
Yields Despite economic reports for the last six weeks being lower, punctuated with a big miss in payroll two weeks ago, yields have held their own and are on the doorstep of pushing through the important 1.38% level. It’s important to note that the resiliency from yields, despite the weak data, likely suggests that […]…
 
This week’s educational vlog comes from our Financial Planning Manager, Jason Hatley. He goes over the importance of making sure your Will matches your beneficiary expectations on your other insurance and retirement accounts. Tune in to hear ways on how to make sure you are all set! Jason Hatley, CPA Vice President Financial […]…
 
Tax Increases We have been asked recently about our thoughts on the potential tax increases this year. Democrats want to pass a budget by the August recess, which we think is a pretty quick turnaround time. If they’re successful in getting the budget passed in July or early August then second step, the actual legislation, […]…
 
In this week’s educational episode, Keri Fish, Chief Operations Officer at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions. Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline. Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan […]…
 
Tune in to this week’s educational market update as Adam Vansant explains the importance of moving day averages when it comes to your portfolio. Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]…
 
What are the top mistakes people make when it comes to Estate Planning? Watch the second part of this two-part series to learn who and what to consider when planning for your future. Check out last week’s episode for part one. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here […]…
 
What are the top mistakes made when it comes to Estate Planning? Watch the first part of this two-part series to learn who and what to consider when planning for your future. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jason Hatley, CPA Vice President Financial Planning Manager Email […]…
 
Consumer Concerns There are many distractions and concerns out in the world today, so we wanted to go over the main topics that we’re hearing about. First of all, people are concerned about inflation. They’re still very concerned about COVID, even though the vaccinations are available. People have voiced concerns about the volatility in […]…
 
Worker productivity is at a 10-year high but how does that affect the markets and your portfolio? Watch or listen to this educational update where Ashley Page answers this question. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in […]…
 
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