Investors' Insights and Market Updates Fi Plan Partners

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 […]

Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head into the summer months. Listen to the full episode to learn more.

Dive into the topic of market volatility with our Portfolio Team in this week’s episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a peaking bull market. Watch to learn about this topic and more.     Greg Powell, CIMA® President and CEO Wealth Consultant […]

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable insights on retirement plan contribution updates, 1099s, and tips on simplifying data gathering for your CPA or Accountant. Watch this episode to learn more.   Adam […]

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of the US economy.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing […]