Investors' Insights and Market Updates

As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSAs, and more. However, it can be confusing to know whether you are making the most of these benefits or simply wasting your money. In this episode, Mark Hume shares valuable […]

The post Maximizing Employee Benefits first appeared on Fi Plan Partners.

Geopolitical Events In a meeting last week, a client mentioned how they are worried about the conflict in the Middle East and with Russia and Ukraine and asked if they should reduce risk to stocks until the situation calms down. In this episode, we want to share our thoughts on that topic. There is a […]

The post Facts Over Emotion first appeared on Fi Plan Partners.

We are thrilled to welcome Robert L. Moody III, CFP®, CEPA®, to our Financial Planning team at Fi Plan Partners. In this episode, he sits down with our President and CEO, Greg Powell, to discuss his passion for working with clients as they pursue a life that is Better, Richer, and Fuller. Robert brings a […]

The post Exciting News and Introductions first appeared on Fi Plan Partners.

Get ready for an insightful episode as the Portfolio Team discusses market performance, interest rates, and dividends. Watch the full episode and see what they have to say. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Ty […]

The post Payouts and Rate Cuts first appeared on Fi Plan Partners.

Gas Prices and Interest Rates After the last Federal Reserve meeting in November, the market started pricing in six rate cuts based on the Fed’s optimistic outlook on inflation. Since then, we’ve talked on these vlogs about how we don’t believe that will likely occur. This will be the first time the Fed comes together […]

The post Weather, Containers, and Markets first appeared on Fi Plan Partners.

As the world’s most widely used currency for international transactions, the US dollar has been the dominant reserve currency for decades. However, recent discussions have raised the possibility of the dollar losing its status as the world’s reserve currency. In this episode, Trey Booth delves into the implications of such a shift and what it […]

The post Will The US Dollar Remain The Reserve Currency? first appeared on Fi Plan Partners.

Join us for a discussion with the Portfolio Team at Fi Plan Partners as they delve into the latest developments in the Middle East, the upcoming election, and more. They provide valuable insights into these critical areas, giving you a well-rounded view of the current economic landscape and how it impacts markets. Don’t miss this […]

The post Conflicts Near and Far first appeared on Fi Plan Partners.

The year has started off with choppy markets as the uncertainty of the Fed cutting interest rates continues to cause volatility. Tune in to watch this full episode to hear what the Portfolio Team at Fi Plan Partners has to say about this topic and more. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth […]

The post Reserved Optimism first appeared on Fi Plan Partners.

While the media may only be reporting on surface-level headlines, we like to provide our viewers with a behind-the-scenes look at what’s really going on in the market. Tune in to watch this full episode and learn more about the topics you need to know about as we kick off the new year. Greg […]

The post Beyond the Market Headlines first appeared on Fi Plan Partners.

Join us for this week’s episode where Ty Miller shares his insights on the different economic indicators that we monitor to gauge the health of the economy. Ty breaks down each indicator and explains how it affects businesses and consumers alike. Tune in to learn more. Ty Miller Associate Vice President Wealth Consultant […]

The post Economic Indicators first appeared on Fi Plan Partners.