Investors' Insights and Market Updates Fi Plan Partners

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more.



Don't miss out on this opportunity to learn more about how you can work to secure a financial future for yourself and your business.

Dive 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.

In 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 […]

In 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 […]

The 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.  Listen to this episode to hear what they have to say.

Tune 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 […]