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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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show series
 
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 Office 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 […]…
 
Recovery and Expansion On Friday, we got the most disappointing jobs number in the history of tracking the US jobs market. Around 266,000 jobs were created month-over-month, which is a really good number. However, it is very disappointing compared to the over 1 million jobs that were expected by economists. That was very fascinating […]…
 
Have you ever wondered of potential ways to invest for your children? Watch as Jason Hatley, our Financial Planning Manager dives into this topic. 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 […]…
 
In conjunction with Main Street Alabama, the team at Fi Plan Partners held a Business Owner Resource Webinar that covered the following topics: SBA Loans PPP Forgiveness Navigating Market Anxiety Business Consulting and Succession Planning Financial Planning for Loss in Your Business Watch or listen to the recording of our webinar to learn […]…
 
Employer Benefits Employers typically provide several benefits such as health insurance, life insurance, long-term disability insurance, and other benefits. These benefits can be very important to your overall financial health. These benefits are lost if you retire before the age of 65. After losing your benefits due to early retirement, most peopl…
 
Technical Analysis Last week was historic as we witnessed the S&P 500 close above 4,000 for the first time ever. In last week’s Investors’ Insights and Market Update, we announced that the short-term resistance level was 4,020. The market almost hit that dead on the number closing at 4,019 last Thursday. This week, we […]…
 
Depending on your situation, it may be a good time for you to take advantage of this low interest rate environment by refinancing your mortgage. Watch or listen to this week’s episode of Investors’ Insights and Market Update to see if this could possibly be an option for you. Please contact our team if […]…
 
Investment Opportunity Wednesday of this week, President Biden will talk about his plans for infrastructure. The plan will include two parts and the first one has to do with roads and bridges. There are two reasons why we are focusing on this topic. The first reason is that the overall infrastructure plan is estimated […]…
 
In this week’s educational vlog, Ashley Page goes over the top five major business changes that have become a new normal since the pandemic started a year ago. Listen as Ashley lists the reasons why the new business models adopted during the pandemic are here to stay. Ashley Page, JD, MBA Senior […]By Fi Plan Partners
 
The Federal Reserve The market-moving event this week could be on Wednesday where the Federal Reserve will be in the spotlight. While this week’s policy decision will more than likely yield no immediate policy changes, it will take on additional weight as it provides commentary on the central banks and what they are thinking […]…
 
Watch this educational vlog to hear Bobby Norman, Managing Director of Fi Plan Partners, go over the impact that interest rates have on bonds. Bobby Norman, CFP®, AIF® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the […]…
 
At Fi Plan Partners, we implement high-tech, high-touch strategies to make sure our clients have an effortless experience. In this video, Greg, Adam, and Felicia go over a few areas where smart and innovative technology is used and designed to eliminate stress and anxiety for our clients. Here are a few: Virtual Meetings […]…
 
Rates Today, we want to talk about a topic that has been the reason for the recent market volatility, which is higher interest rates. With the 10-year yield pushing 1.4%, we wanted to do some research into how rising rates have historically impacted the markets. In this video, we share a chart that shows […]…
 
The Market Listens Let us start by focusing on something that came from the Federal Reserve last week that could impact the market for a few months going forward. Last week, Fed Chairman Powell Made a very important statement by reconfirming that the Fed would not tighten policy until low-income workers were covered. He […]…
 
Important Tax Information In consideration of COVID-19, the United States Postal Service, and timely receipt of your 2020 tax forms, Fi Plan Partners would like to remind you that your tax forms may be found online through the LPL Financial Account View portal when available. If you already have an active Account View profile, […]…
 
When following the ups and downs of the market it’s important to know the difference between cyclical and defensive stocks. One tends to involve more risk while the other tends to be more stable. Watch or listen to this week’s educational episode as Adam Vansant explains these stocks and what industries that they […]…
 
Volatility and Opportunities In the video for this vlog, you will see information from two different charts as Bobby Norman explains historical data. The first chart shows that going back to 1950, historically when the White House changes parties as we have just recently done, the month of February is historically volatile. Seeing how […]…
 
Do you have anxieties when it comes to healthcare and health insurance after retirement? Insurance is often one of the largest expenses in retirement. However, based on current laws, there may be an opportunity for you to mitigate those expenses. Here are a few things covered in this week’s educational episode about healthcare planning […]…
 
As a business owner, there are things related to your finances such as building your wealth with assets not tied to the market, that are important to talk about when thinking about your financial future. In this week’s educational vlog, Greg Powell and Ashley Page dive into the unique services that Fi Plan […]…
 
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