Investors' Insights and Market Updates

In this episode, Mark Hume provides valuable insights on the significance of umbrella policies and how they can be essential in protecting your assets. He gives real-life examples of situations where an umbrella policy could have made all the difference in protecting individuals and families from financial ruin. Whether it’s a car accident or a […]

The post The Importance of Umbrella Policies first appeared on Fi Plan Partners.

Home insurance costs have been on the rise in recent years. This trend of charging more for less coverage has become increasingly common with insurance companies. In this week’s educational episode, Ashley Page delves into the reasons behind this phenomenon. Among the factors contributing to this trend are increased risks associated with weather-related events, a […]

The post Home Insurance first appeared on Fi Plan Partners.

Join us for this week’s episode where the Portfolio Team goes over the investors’ wish list, providing insights and analysis on specific items, and explores the latest forecasts for interest rates in 2024. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth […]

The post Rate Cut Grinch first appeared on Fi Plan Partners.

Jobs As we look forward to 2024, we also want to reflect on 2023. We came into this year with many economists calling for a recession and a significant slowdown in jobs. Those economists have been wrong, as the job market has stayed strong throughout the year. Last week, the jobs report showed that the […]

The post Trends vs. Reality first appeared on Fi Plan Partners.

With the end of the year fast approaching, it’s vital to stay on top of important financial tasks like taking your RMD, charitable donations, IRA contributions, and more. In this week’s episode, the Operations Team at Fi Plan Partners shares valuable insights and tips to help you ensure these time-sensitive items are taken care of […]

The post Year-End Deadlines first appeared on Fi Plan Partners.

Waves of Inflation It was a great November for the stock and bond markets, as the threat and uncertainty of future rate hikes from the Fed have now turned into thoughts of rate cuts next year. While seeing market strength and breadth widen was great, we believe the market’s timeline for rate cuts next year […]

The post Finish The Job first appeared on Fi Plan Partners.

Join the Portfolio Team as they dive into the recent housing data, interest rates, and historical data surrounding market performance in election years. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller Associate Vice President […]

The post Deposits vs. Loans first appeared on Fi Plan Partners.

The Impact of Inflation on Thanksgiving Every year, we review this data, and it has been rough for the last few years. It’s been a long time since we’ve been able to talk about consumer prices coming down. From 2020, the average consumer prices are up over 20%. However, what we’re going to focus on […]

The post Thankful Markets first appeared on Fi Plan Partners.

Are higher interest rates helping or hurting Corporate America? Watch this week’s educational episode to hear Trey Booth go over the details related to this topic. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team […]

The post The Impact of Interest Rates on Corporate America first appeared on Fi Plan Partners.

In this episode, the Portfolio Team goes over the data they look at on an ongoing basis to keep a pulse on the economy and the markets. Watch the full episode and hear what they have to say about interest rates, inflation, and other market-moving topics. Greg Powell, CIMA® President and CEO Wealth Consultant […]

The post Inflation High, Water Levels Low first appeared on Fi Plan Partners.