Investors' Insights and Market Updates

We are coming off a great week for markets, and in this episode, the Portfolio Team goes over the details behind the positivity and tells what this could mean going forward. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email […]

The post Market Momentum? first appeared on Fi Plan Partners.

We have an important week ahead as the Fed will be in the spotlight. In this week’s episode, the Portfolio Team gives an update on our recession watch checklist that clients have been asking about. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Ty Miller Associate Vice President […]

The post On Fed and Recession Watch first appeared on Fi Plan Partners.

At Fi Plan Partners, we take great pride in working with business owners to help them build, grow, and sell their businesses. Our goal is to help business owners build valuable companies, have stronger personal financial plans, and align their personal goals. In this episode, you will hear from Bobby Norman, CFP®, AIF®, CEPA®, Managing […]

The post Exit Strategies for Your Business first appeared on Fi Plan Partners.

In this week’s episode, the Portfolio Team delves into the impact of spiking interest rates, the historical relevance of pre-election years, and the potential effects of the upcoming GDP report on economic forecasts. Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth […]

The post Watching Spikes Carefully first appeared on Fi Plan Partners.

Headwinds The market has a lot of headwinds and uncertainty right now with a conflict in Israel, questions about what the Federal Reserve will do, and a potential government shutdown next month. Still, one bright spot that is a key driver of equity markets is corporate earnings. Third quarter earnings season started strong last week, […]

The post Earnings vs. Geopolitical Events first appeared on Fi Plan Partners.

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2025. He goes over the details of the new rules including the creation of a retirement savings lost and found database, new increased catch-up limits, and more. Watch this episode […]

The post Secure Act 2.0: Provisions Effective in 2025 and Beyond first appeared on Fi Plan Partners.

In the latest episode, the Portfolio Team dives into the ongoing issues in Israel and the potential impacts on the US markets. With tensions rising and uncertainty looming, our team provides valuable insights and analysis to keep our listeners informed. Additionally, they provide an update on the current state of the job market. Watch this […]

The post Global Tensions first appeared on Fi Plan Partners.

Volatile September Coming into the month of September, we talked about how it’s usually the most volatile month of the year, and history repeated itself as the S&P 500 was down over 5% for the month. One of the biggest drivers of the volatility in September was due to rising interest rates as the 10-year […]

The post Rise Together first appeared on Fi Plan Partners.

We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency and clarity. In this informative video, you will learn about the upcoming changes, including improved visuals, simplified language, and more detailed information about your investments. Watch the video now to discover […]

The post Updates to Your LPL Statements first appeared on Fi Plan Partners.

Pre-Election Today, we have a chart to help us talk about pre-election years compared to 2023. They say that history doesn’t repeat itself, but it sure does rhyme, and it’s remarkable how, on the chart, it shows that every pre-election year average has lined up to be symmetrical. There was a big difference in March […]

The post Cautiously Optimistic first appeared on Fi Plan Partners.