300 episodes
Investors' Insights and Market Updates Fi Plan Partners
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- Education
Every Monday we bring you an unbiased analysis market events that could affect your investments. We bring you research, facts, and issues the popular news media ignores and share how we are helping our clients navigate through volatile markets.
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Ten, Ten, 2020
Join us in this week's episode as the Portfolio Team delves into key insights for navigating the summer months, including market concentration driven by the top ten stocks of the S&P 500, 10-year treasury yields, inflation trends, and more. Listen to gain valuable knowledge and stay informed.
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Better Richer Fuller: Owning a Business
Are you a Business Owner feeling anxious about your financial future? Let Greg Powell's book, Better Richer Fuller, be your guide. In this week's episode, Greg emphasizes the importance of planning for your financial future and shares insights on how his book can help you develop a strategy to achieve your goals. Don't let financial worries hold you back from living your dream life.
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Fed Up, Stock Supply Down
Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Learn what the Portfolio Team has to say as they analyze the data and provide insights into the Fed's potential decision along with other key economic indicators.
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Understanding SBA Loans
Dive into this week’s episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable insights on the application process. Whether you’re a small business owner looking to secure funding or simply interested in learning more about financial opportunities, this episode is packed with essential information to […]
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Election and The Economy
Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of economic trends. Listen to this episode to gain valuable insights on how these significant topics could potentially influence the markets and economy.
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Forming an Exit Strategy
As a business owner, it’s crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those critical decisions. In this insightful episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, emphasize the significance of creating an exit plan well in […]
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