Investors' Insights and Market Updates

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.

The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as well as other important topics such as record productivity, the Fed, and inflation. Watch to learn about these important economic topics and more. Bobby Norman, CFP®, AIF®, CEPA® Managing Director […]

The post Higher Inflation vs. Higher Productivity first appeared on Fi Plan Partners.

In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose to do these splits and how they can impact investors. Tune in now to learn more. Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners […]

The post What is a Stock Split? first appeared on Fi Plan Partners.

Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watch the video to hear what they have to say. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller Associate Vice President Wealth Consultant Email […]

The post Valuations and Expectations first appeared on Fi Plan Partners.

Consumer Strength We’ve been enjoying a strong equity market overall, but as always, we are looking at our leading economic indicators. The strength of the consumer and robust consumer spending have been a key driver of the economy and equity markets in the last 12 months. As investment managers, we always look for cracks that […]

The post Consumers, Cars, and Gasoline first appeared on Fi Plan Partners.

Inflation has been a hot topic in recent years, and for good reason. It can have a significant impact on the stock and bond markets. In this week’s episode, Trey Booth breaks down the metrics of the price-to-earnings ratio and explains how it relates to inflation and markets. Trey Booth, CFA®, AIF® Chief Investment […]

The post Inflation and P/E Ratio first appeared on Fi Plan Partners.

In this week’s episode, the Portfolio Team delves into the potential government shutdown and its impact on the economy. They also provide updates on inflation and discuss how election year worries could affect markets. Watch to hear what they have to say about these topics and more. # Bobby Norman, CFP®, AIF®, CEPA® […]

The post Government Shenanigans first appeared on Fi Plan Partners.

Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market would do over the next 19 years. In this week’s episode, the Portfolio Team takes a walk down memory lane, discussing historical markets and what their […]

The post Nineteen Years of Celebration first appeared on Fi Plan Partners.