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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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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 […]…
 
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 […]…
 
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