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By fi-Plan Partners, LLC fi-Plan Partners, an Investment, Wealth Management
fi-Plan Partners, an Investment, Wealth Management
Podcast

fi-Plan Partners, an Investment, Wealth Management

By fi-Plan Partners, LLC
503
2

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 other podcasts weekly on critical investing and financial topics, business consulting, technology, and business marketing. Subscribe and build your confidence. For more information, visit http://fiplanpartners.com. Securities offered through LPL Financial. Member FINRA/SIPC.

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 other podcasts weekly on critical investing and financial topics, business consulting, technology, and business marketing. Subscribe and build your confidence. For more information, visit http://fiplanpartners.com. Securities offered through LPL Financial. Member FINRA/SIPC.

503
2

Inflation Grinch

Episode in fi-Plan Partners, an Investment, Wealth Management
 Jolly Markets After most equity indexes traded back in the month of November, we are hopeful that December will be a jollier month for equities. December is historically a solid month for stocks so as of now, we’re optimistic that stocks will sidestep the news of the new variant. Over the weekend, the news […]
Business and industry 4 years
0
0
6
08:34

Year-End Deadlines

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
7
03:20

Emotional Markets

Episode in fi-Plan Partners, an Investment, Wealth Management
 Market Pullback We want to address the market pullback that happened this past Friday. It was one of the worst days for the market this year and it was due to the concerns of the new Coronavirus variant. One thing to point out is that, historically, the Friday after Thanksgiving is lightly traded, which […]
Business and industry 4 years
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0
6
06:24

Let’s Talk Turkey

Episode in fi-Plan Partners, an Investment, Wealth Management
 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, […]
Business and industry 4 years
0
0
5
02:05

Carving The Market Turkey

Episode in fi-Plan Partners, an Investment, Wealth Management
 Tax Rates Last week, the House passed the Build Back Better Plan for President Biden which will now go to the Senate. What was helpful, is that our research partners at Strategus and the committee responsible for the Federal Government sliced up the 2,468-page bill and gave us a summary which is shown in […]
Business and industry 4 years
0
0
7
09:54

Investment Objective and Time Horizon

Episode in fi-Plan Partners, an Investment, Wealth Management
 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, […]
Business and industry 4 years
0
0
6
02:24

Insightful Holiday Conversations

Episode in fi-Plan Partners, an Investment, Wealth Management
 The Price of Oil Last week, the University of Michigan produced their consumer sentiment, which hit a crisis low. You can see in the chart shown in the video for this episode, where the consumer sentiment is lower than it was at peak of the covid recession. Where is that going to turn what […]
Business and industry 4 years
0
0
7
10:35

Price Inflation of New Cars

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
5
01:45

Hyped-up Emotion

Episode in fi-Plan Partners, an Investment, Wealth Management
 Fed Tapering Last week was a big week for economic news. The Fed had a meeting to discuss tapering on bond purchases and the jobs data came out. We’ve been hyper-focused on jobs since the recovery began because that’s what the Fed told us they were mainly focused on. The Fed’s stimulus has been […]
Business and industry 4 years
0
0
7
08:17

Hyped-up Emotion

Episode in fi-Plan Partners, an Investment, Wealth Management
 Fed Tapering Last week was a big week for economic news. The Fed had a meeting to discuss tapering on bond purchases and the jobs data came out. We’ve been hyper-focused on jobs since the recovery began because that’s what the Fed told us they were mainly focused on. The Fed’s stimulus has been […]
Business and industry 4 years
0
0
5
08:17

Final Innings of 2021

Episode in fi-Plan Partners, an Investment, Wealth Management
Fed Meeting This week the FOMC is meeting to discuss what to do with interest rates and bond purchases. Since the beginning of the crisis the Fed has stepped in and supported the stock and bond market with what’s called quantitative easing by buying bonds on the market. The Federal Reserve is currently buying $120 […]
Business and industry 4 years
0
0
6
10:40

Final Innings of 2021

Episode in fi-Plan Partners, an Investment, Wealth Management
Fed Meeting This week the FOMC is meeting to discuss what to do with interest rates and bond purchases. Since the beginning of the crisis the Fed has stepped in and supported the stock and bond market with what’s called quantitative easing by buying bonds on the market. The Federal Reserve is currently buying $120 […]
Business and industry 4 years
0
0
5
10:40

When to Avoid Making Financial Decisions

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
7
02:45

When to Avoid Making Financial Decisions

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
5
02:45

Grabbing The Market Headlines

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
6
09:20

Grabbing The Market Headlines

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
5
09:20

Five Market Shaping Topics for 2022

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
6
12:04

Five Market Shaping Topics for 2022

Episode in fi-Plan Partners, an Investment, Wealth Management
 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 […]
Business and industry 4 years
0
0
9
12:04

Earning It

Episode in fi-Plan Partners, an Investment, Wealth Management
 The Consumer Even though it is off elevated levels compared to when we were getting stimulus, the personal savings rate is higher than it was before the pandemic. Retail sales are up from pre-COVID levels coming in last week at a 0.7% increase when they were expected to decline 0.2%. This shows that the […]
Business and industry 4 years
0
0
7
05:56

Earning It

Episode in fi-Plan Partners, an Investment, Wealth Management
 The Consumer Even though it is off elevated levels compared to when we were getting stimulus, the personal savings rate is higher than it was before the pandemic. Retail sales are up from pre-COVID levels coming in last week at a 0.7% increase when they were expected to decline 0.2%. This shows that the […]
Business and industry 4 years
0
0
7
05:56
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