Investors' Insights and Market Updates

Are you a Business Owner feeling anxious about your financial future? Let Greg Powell’s book, Better Richer Fuller, be your guide. In this week’s episode, Greg emphasizes the importance of planning for your financial future and shares insights on how his book can help you develop a strategy to achieve your goals. Don’t let financial […] The post Better Richer Fuller: Owning a Business first appeared on Fi Plan Partners.

Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Learn what the Portfolio Team has to say as they analyze the data and provide insights into the Fed’s potential decision along with other key economic indicators. Bobby Norman, CFP®, AIF®, CEPA® […] The post Fed Up, Stock Supply Down first appeared on Fi Plan Partners.

Dive into this week’s episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable insights on the application process. Whether you’re a small business owner looking to secure funding or simply interested in learning more about financial opportunities, this episode is packed with essential information to […] The post Understanding SBA Loans first appeared on Fi Plan Partners.

Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of economic trends. Gain valuable insights on how these significant topics could potentially influence the markets and economy by clicking the link below to watch the full episode. Bobby Norman, […] The post Election and The Economy first appeared on Fi Plan Partners.

As a business owner, it’s crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those critical decisions. In this insightful episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, emphasize the significance of creating an exit plan well in […] The post Forming an Exit Strategy first appeared on Fi Plan Partners.

Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valuable insights on rates, inflation, job trends, and more. Click the link below to watch the full episode. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell […] The post It Matters first appeared on Fi Plan Partners.

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your […] The post How Can a CEPA Help You? first appeared on Fi Plan Partners.

Watch this episode where the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic data reports and gain insights on the Federal Reserve’s actions to mitigate the impact. Watch the full episode to learn more. Greg Powell, CIMA® President and CEO Wealth Consultant […] The post Fed Dilemma first appeared on Fi Plan Partners.

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week’s episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more. Don’t miss out on this opportunity to learn more about how you can work to […] The post Topics That Business Owners Overlook first appeared on Fi Plan Partners.

Dive into this week’s episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, […] The post Market Returns and Fed Policy first appeared on Fi Plan Partners.

In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income. Watch […] The post Qualified Charitable Distributions first appeared on Fi Plan Partners.

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn more about investment strategies, consumer income, and more. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email […] The post Dividends and Liquidity Matter first appeared on Fi Plan Partners.

The Portfolio Team at Fi Plan Partners constantly analyzes market trends, both positive and negative. Watch this week’s episode to hear them discuss market drawdowns, concentration risks, and more. Click the link below to hear what they have to say. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Ty […] The post Taking the Good With the Bad first appeared on Fi Plan Partners.

Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate America’s Balance Sheet and the US Treasury. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent […] The post Corporate America’s Balance Sheet Versus The US Treasury first appeared on Fi Plan Partners.

Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head into the summer months. Watch the full episode to learn more. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg […] The post Masters and the Markets first appeared on Fi Plan Partners.

Dive into the topic of market volatility with our Portfolio Team in this week’s episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a peaking bull market. Watch to learn about this topic and more. Greg Powell, CIMA® President and CEO Wealth Consultant […] The post Bull Market Top? first appeared on Fi Plan Partners.

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable insights on retirement plan contribution updates, 1099s, and tips on simplifying data gathering for your CPA or Accountant. Watch this episode to learn more. Adam […] The post Important Tax Reminders first appeared on Fi Plan Partners.

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of the US economy. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing […] The post Debt and Earnings on the Rise first appeared on Fi Plan Partners.

Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the US Treasury, debt, and more. Gain valuable insights and stay informed on the latest trends by watching the full episode above. Greg Powell, CIMA® President and CEO Wealth […] The post End of a Negative Era first appeared on Fi Plan Partners.

Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the underlying reasons for these vacancies and gain a deeper understanding of the market dynamics in this week’s episode. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley […] The post Commercial Real Estate Vacancies first appeared on Fi Plan Partners.