Investors' Insights and Market Updates
by Fi Plan PartnersInvesting insights on the markets and economy providing strategies designed to grow your wealth
Copyright: Fi Plan Partners, LLC
Episodes
Market Returns and Fed Policy
7m · PublishedDive 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®, […]
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Qualified Charitable Distributions
3m · PublishedIn 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 […]
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Dividends and Liquidity Matter
7m · PublishedIn 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 […]
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Taking the Good With the Bad
4m · PublishedThe 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 […]
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Corporate America’s Balance Sheet Versus The US Treasury
2m · PublishedTune 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 […]
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Masters and the Markets
8m · PublishedJoin 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 […]
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Bull Market Top?
7m · PublishedDive 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 […]
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Important Tax Reminders
4m · PublishedStay 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 […]
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Debt and Earnings on the Rise
9m · PublishedJoin 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 […]
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End of a Negative Era
9m · PublishedJoin 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 […]
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Investors' Insights and Market Updates has 526 episodes in total of non- explicit content. Total playtime is 46:20:38. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on May 7th, 2024 07:41.