Investors' Insights and Market Updates

Fi Plan Partners
  • 4.8 (6)
  • Self-Improvement
  • Updated Weekly

Investing insights on the markets and economy providing strategies designed to grow your wealth

  1. 3d ago

    Market Fireworks

    Employment Remains a Key Market Driver Although the week is shortened by the holiday, one of the most important economic reports of the month arrives before the weekend. The latest payroll report provides an updated snapshot of the labor market, one of the Federal Reserve’s primary measures of economic health. Because the Fed’s dual mandate is to promote maximum employment while maintaining stable inflation, employment data plays a significant role in shaping monetary policy decisions. Recent jobs reports have been stronger than many expected, making this week’s release especially important as investors look for signs that labor market strength is either continuing or beginning to fade. Employment trends also have a direct impact on the stock market. A healthy labor market supports wage growth, consumer spending, retirement contributions, and overall investment activity, all of which help create a favorable environment for stocks. Conversely, rising unemployment can reduce savings and investment while slowing economic growth. Investors will also be paying close attention to wage growth, as continued increases could indicate that the economy remains resilient even as inflation shows signs of easing. Dividend Growth Has Historically Outpaced Inflation Inflation remains one of the biggest concerns for investors, creating uncertainty around interest rates and future market performance. While inflation reduces purchasing power over time, dividend-paying stocks have historically provided one of the most effective ways to combat its long-term effects. In fact, dividends have accounted for approximately 37.2% of the S&P 500’s total return since 1928, highlighting their significant contribution to long-term investment performance. The relationship between dividends and inflation becomes even more compelling over longer periods. From the end of 1979 through the end of last year, dividends paid per share by companies in the S&P 500 increased at a compound annual growth rate of 5.88%, while inflation averaged 3.19% annually. This sustained growth has allowed dividend income to outpace inflation over time, helping investors preserve purchasing power while generating meaningful long-term returns. History Points to a Seasonal Summer Slowdown Seasonality also provides valuable context as markets move into the second half of the year. Historically, the period from late June through August tends to be one of the quieter stretches for stocks. Trading volumes often decline as investors take vacations and corporate news slows, creating what is commonly known as the “dog days of summer.” During this period, markets have historically shown relatively little separation between stronger and weaker years. That pattern typically begins to change after Labor Day. Historical data shows that markets with positive first-half performance have often continued that momentum through year-end, while markets that struggled during the first six months have frequently remained under pressure. With the market currently in the stronger historical category, the seasonal outlook remains encouraging. While history never guarantees future results, these long-term trends provide useful perspective as investors prepare for the months ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here 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, AIF® Vice President Wealth Consultant Email Ty Miller here   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Market Fireworks first appeared on Fi Plan Partners.

    5 min

  2. Jun 25

    The Global Impact of U.S. LNG Exports

    For decades, the United States relied on imported natural gas, but a surge in domestic production has transformed the country into the world’s leading exporter of liquefied natural gas (LNG). In this week’s episode of Educational Insights, Ashley Page explores how LNG exports are strengthening global energy security, reducing Europe’s dependence on Russian energy, and helping limit the economic impact of geopolitical conflicts. Understanding this shift may provide valuable insight into one of the most important forces influencing global markets and economic stability today. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The post The Global Impact of U.S. LNG Exports first appeared on Fi Plan Partners.

    4 min

  3. Jun 22

    Honeymoon with the Fed

    Earnings Continue to Lead the Way June is traditionally known as wedding season, and in many ways the market’s relationship with the Federal Reserve feels a bit like a honeymoon period. A new Federal Reserve Chairman has taken the helm, corporate earnings remain strong, and investors continue to push markets higher despite several reasons for caution. As the second half of 2026 approaches, the question becomes whether this favorable environment can continue or whether the market will soon face its first meaningful test under new leadership at the Federal Reserve. One of the more surprising developments this year has been the resilience of the stock market during a midterm election cycle. Historically, volatility tends to increase as midterm elections draw closer, often creating periods of uncertainty for investors. Yet 2026 has largely defied that pattern. The S&P 500 has continued to outperform historical midterm-year averages, supported by strong corporate earnings and ongoing investment in artificial intelligence. Corporate America has delivered results that have largely justified higher equity valuations. Earnings growth has remained healthy, investor confidence has held firm, and market momentum has continued despite concerns surrounding inflation, interest rates, and the political landscape. For now, earnings remain the dominant story. While markets have focused on earnings, political developments are beginning to move into view. Historically, markets have often performed best when political power is divided in Washington. As attention gradually shifts toward the November midterm elections, investors will be watching closely to see whether election outcomes alter expectations for fiscal policy, regulation, or economic growth. Election years often introduce additional uncertainty into the market, but they can also create opportunities for investors who remain focused on long-term fundamentals rather than short-term headlines. A New Direction at the Federal Reserve The first meeting under Chairman Kevin Warsh offered an early glimpse into what may become a significantly different approach to monetary policy communication. Rather than lengthy statements designed to guide market expectations, the new chairman signaled a preference for brevity and restraint. The philosophy appears straightforward: markets should inform Federal Reserve policy decisions, not the other way around. That approach stands in contrast to the communication strategies that became common following the financial crisis, when Federal Reserve officials frequently used detailed guidance to calm markets and shape expectations. Today’s environment is far different. Economic growth remains intact, unemployment remains relatively healthy, and while inflation remains above ideal levels, it has shown signs of moderation. Warsh has also taken a measured approach to institutional change. Rather than immediately implementing major reforms, the Federal Reserve has begun reviewing several areas of operation through dedicated committees. Those reviews range from communication practices to broader questions surrounding balance sheet management. The process reflects an understanding that meaningful change within a century-old institution requires deliberation rather than disruption. While investors are eager to understand how the new chairman will shape policy, the early signs suggest a thoughtful and methodical approach rather than sweeping change. History reminds investors that honeymoon periods rarely last forever. Few Federal Reserve Chairmen understood that reality better than Alan Greenspan, whose passing this week marks the end of a remarkable chapter in financial history. Greenspan assumed leadership of the Federal Reserve in 1987 and within months faced one of the most significant market crashes in modern history. The lesson is not that turmoil is imminent, but rather that markets often determine when periods of calm come to an end. The challenges facing today’s Federal Reserve are different, but the principle remains the same: economic conditions, market sentiment, and unexpected events often shape the environment more than any single policymaker can control. Today, favorable earnings, improving inflation trends, and steady economic conditions have provided the new Federal Reserve Chairman with an advantageous starting point. Yet challenges remain. Inflation has not fully disappeared, election uncertainty is approaching, and markets continue to navigate an environment shaped by rapidly evolving technology, global economic shifts, and changing monetary policy. For now, the honeymoon continues. Whether it lasts through year-end may depend less on the Federal Reserve itself and more on how investors respond to the economic and political developments that lie ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here 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, AIF® Vice President Wealth Consultant Email Ty Miller here   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Honeymoon with the Fed first appeared on Fi Plan Partners.

    5 min

  4. Jun 15

    Deal or No Deal?

    A Critical Week for Global Markets and the Federal Reserve Markets entered the week focused on two major developments: ongoing diplomatic discussions involving the United States and Iran, and the Federal Reserve’s latest policy meeting. Reports of progress toward a potential agreement between the United States and Iran have been welcomed by investors. News of a possible deal helped push oil prices lower and contributed to a positive response in equity markets. However, uncertainty remains, and investors should exercise caution until details are finalized and the broader implications become clearer. The decline in oil prices has also influenced interest rates, which moved lower as markets assessed the possibility of easing geopolitical tensions. While investors have responded favorably, recent history serves as a reminder that negotiations can shift quickly, and outcomes are never guaranteed until agreements are officially completed. Domestically, attention is centered on the Federal Reserve’s meeting under the leadership of Chairman Kevin Warsh. This marks his first meeting and press conference as Fed Chair, creating significant interest around how he intends to communicate monetary policy moving forward. Warsh has previously expressed concerns about excessive forward guidance, arguing that central banks should avoid becoming overly committed to future projections. Instead, he has advocated for a greater emphasis on current economic data when making policy decisions. Investors will be watching closely to see whether he introduces a more restrained communication style or gradually transitions the Fed toward a quieter approach. Another area of focus will be the relationship between the chairman and other members of the Federal Open Market Committee (FOMC). While the chair plays an influential role, policy decisions are made collectively. Any signs of disagreement among committee members could offer valuable insight into future policy direction. With employment remaining strong and inflation continuing to present challenges, the Federal Reserve’s comments on inflation trends, geopolitical developments, and economic growth will be particularly important for markets. Inflation Remains a Key Concern Inflation remains one of the most closely watched economic indicators, and recent data suggests price pressures continue to persist. The latest Consumer Price Index (CPI) reading came in at 4.2%, higher than many economists had anticipated. While energy prices, particularly oil, have likely contributed to the increase, inflation remains elevated relative to the Federal Reserve’s long-term target. Beyond the traditional CPI measure, another useful perspective comes from what Strategas Research Partners refers to as the “Common Man CPI.” This proprietary measure focuses specifically on essential household expenses, including food, energy, shelter, insurance, and children’s clothing. By emphasizing necessities rather than the broader basket of goods used in traditional inflation calculations, it attempts to better reflect the inflation experienced by everyday consumers. According to this measure, inflation currently stands at 4.6%, noticeably higher than the headline CPI reading. Since mid-2020, prices within the Common Man CPI have increased approximately 32%, compared to roughly 30% for headline CPI. The challenge for consumers is that wage growth has not fully kept pace. While wages have risen approximately 27.5% over the same period, inflation has exceeded those gains, creating ongoing pressure on household budgets. As policymakers evaluate future interest rate decisions, an important question remains: Are current inflation pressures temporary, particularly those tied to energy prices, or do they represent a more persistent trend? The answer will play a significant role in shaping future Federal Reserve actions. CEO Confidence and Consumer Strength Support the Outlook While inflation and global uncertainty remain concerns, several indicators continue to point toward resilience within the broader economy. One closely monitored measure is CEO confidence, which has improved in recent weeks. This indicator reflects how corporate leaders view economic conditions over the next 12 months and can provide valuable insight into future business investment and hiring decisions. Higher CEO confidence often translates into increased capital spending, stronger workforce expansion, and improved earnings expectations. Since corporate earnings remain one of the primary drivers of stock market performance, rising confidence among business leaders is generally viewed as a positive signal for future growth. Consumer spending has also remained remarkably strong despite elevated inflation. Consumers continue to play a critical role in supporting economic growth, and spending trends have remained resilient even as households navigate higher prices. Taken together, improving CEO confidence and continued consumer strength provides a constructive backdrop for both the economy and financial markets as the year progresses. Investors should continue monitoring developments in the Middle East, Federal Reserve policy decisions, inflation trends, business confidence, and consumer spending. Each of these factors has the potential to influence markets in the months ahead, making it important to stay informed and maintain a long-term perspective amid ongoing uncertainty.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here 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, AIF® Vice President Wealth Consultant Email Ty Miller here   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Deal or No Deal? first appeared on Fi Plan Partners.

    5 min

  5. Jun 8

    The Fed's Influence on the Markets

    Market Strength Remains Concentrated One of the most important developments in the market this year has been the concentration of returns within a relatively small portion of the S&P 500. An analysis of sector performance reveals that technology stocks have once again emerged as the primary driver of market gains over the past several weeks, reestablishing themselves as the market’s leadership group. Technology now represents approximately 39% of the S&P 500, making its performance increasingly important to the overall direction of the index. As a result, investors should pay close attention to valuations and earnings growth within the sector, as weakness in technology could have an outsized impact on broader market returns. Last fall provided an encouraging example of market resilience, as other sectors stepped in to offset periods of weakness among technology companies. Whether that dynamic can repeat itself remains an important question for the remainder of the year. The growing influence of technology is largely tied to a handful of exceptionally profitable companies. The so-called “Magnificent Seven” now account for more than one-third of the S&P 500’s total market capitalization and continue to generate earnings growth far above the rest of the market. In the first quarter, these companies delivered earnings growth of 63.2%, roughly four times the growth rate achieved by the other 493 companies within the index. Corporate profitability more broadly has also remained remarkably strong. During the first quarter, S&P 500 companies retained nearly 15 cents of profit for every dollar of revenue generated. According to available data, that represents the highest profit margin recorded since tracking began in 2009 and is more than double the long-term average dating back to 1946. These trends suggest that while market leadership remains narrow, the underlying earnings environment continues to provide meaningful support for equities. Going forward, monitoring sector performance and return dispersion across the market will be critical in identifying opportunities and determining whether portfolio adjustments become necessary. A New Federal Reserve Chair Takes the Stage While market fundamentals remain strong, investors are also preparing for a major leadership transition at the Federal Reserve. Kevin Warsh is set to assume the role of Federal Reserve Chair, and his first meeting leading the Federal Open Market Committee will take place next week. Historically, markets have paid close attention to the early actions of a new Fed Chair, often reacting with heightened volatility as investors assess potential changes in policy direction. Historical data shows that market performance following a new Chair’s first meeting has frequently been challenged. On average, the market has experienced modest declines during the first several weeks after the transition, reflecting investor uncertainty and the market’s tendency to test new leadership. While historical averages provide useful context, individual outcomes have varied significantly depending on economic conditions and market circumstances at the time. The Federal Reserve’s decisions are ultimately driven by incoming economic data, making recent employment figures particularly important. The May employment report came in substantially stronger than expected, with nonfarm payrolls increasing by 172,000 jobs compared to expectations of roughly 88,000. In addition, prior months’ payroll figures were revised higher, reversing a trend of downward revisions seen earlier in the year. Job growth remained broad-based across several sectors, including leisure and hospitality, healthcare, construction, and government employment. Meanwhile, the unemployment rate held steady at 4.3%, reinforcing the view that the labor market remains healthy. This strength in employment is significant because it directly relates to one half of the Federal Reserve’s dual mandate: maximum employment and price stability. As Warsh begins his tenure, he will inherit an economy that continues to exhibit labor market resilience. The inflation outlook, however, remains less certain. Rising oil prices driven by ongoing tensions in the Middle East have increased concerns about potential inflationary pressures. Future inflation data will likely play a major role in shaping the Federal Reserve’s policy decisions and influencing investor expectations for interest rates.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here 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, AIF® Vice President Wealth Consultant Email Ty Miller here   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post The Fed’s Influence on the Markets first appeared on Fi Plan Partners.

    5 min

  6. Jun 4

    Wealth vs. Money

    Most investors think of wealth and money as the same thing, but the distinction can have a major impact on financial markets and personal financial planning. In this week’s episode of Educational Insights, Trey Booth explores why assets like homes and investments represent wealth, why converting that wealth into spendable money isn’t always as simple as it seems, and what can happen when large numbers of people try to do it at the same time. Understanding this concept may help you better prepare for market uncertainty and make more confident long-term financial decisions. Watch to learn more. 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 of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The post Wealth vs. Money first appeared on Fi Plan Partners.

    3 min

  7. Jun 1

    Behind the Headlines

    Corporate Profitability Remains Exceptionally Strong With earnings season now complete, the latest results indicate that the fundamental backdrop for the equity market remains healthy. One of the most important measures of market strength is operating margin, which reflects how much profit a company generates from its core operations after covering production-related costs. Companies within the S&P 500 are currently reporting operating margins of approximately 20.3%, reaching record levels. These strong margins demonstrate that businesses continue to operate efficiently and maintain profitability despite ongoing concerns about inflation, tariffs, and geopolitical uncertainty. The trend is even more encouraging when considering the potential impact of artificial intelligence and other productivity-enhancing technologies. As these innovations become more integrated into business operations, the benefits should increasingly be reflected in corporate profitability. Equal-weight operating margins, which provide a broader view of company performance across the market, are also approaching record highs. The continued improvement in margins suggests that productivity gains and operational efficiencies are beginning to spread across a wider range of companies. Rather than focusing solely on short-term uncertainties, investors appear to be recognizing the strength of corporate earnings and profit growth. Consumer Debt Headlines Miss the Bigger Picture Recent headlines have focused heavily on rising consumer debt, creating concern that Americans may be struggling financially. However, debt levels alone do not provide a complete picture of consumer health. A closer examination reveals that delinquency rates, the percentage of borrowers falling behind on payments, remain relatively low. Credit card delinquency rates have recently declined to approximately 2.92%, down from levels seen earlier in the year and well below the peaks experienced during the Global Financial Crisis. This distinction is important. Consumers may be carrying more debt, but the key question is whether they can manage and repay those obligations. Current data suggests that, for the most part, they can. Employment remains one of the primary reasons for this resilience. Despite widespread headlines about layoffs and technological disruption, initial jobless claims continue to stay near historically low levels. As long as consumers remain employed, they generally retain the ability to meet their financial obligations and continue spending. Consumer spending rose by 0.5% in April, even as wage growth remained relatively flat. While some of this spending may be supported by borrowing, tax refunds, or drawing down savings, these trends can remain sustainable for a period when supported by a growing economy, strong employment, and healthy corporate profits. The personal savings rate has declined, which bears watching, but the broader picture remains constructive. Moving forward, labor market data will continue to be one of the most important indicators for evaluating consumer strength and overall economic health. Is This Market Really a Bubble? One of the most common concerns among investors today is whether the current market environment resembles the technology bubble of the late 1990s. While certain similarities exist, a closer examination of the data reveals important differences. During the 1990s technology boom, stock prices rose dramatically despite relatively weak earnings growth. Much of the market’s return came from what is known as multiple expansion, where investors became willing to pay increasingly higher prices for each dollar of earnings based on expectations of future growth. In many cases, stock prices surged even as underlying earnings failed to keep pace. Between 1995 and 1999, the S&P 500 generated returns of approximately 220%, while earnings grew only about 67%. This disconnect between prices and profits was a defining characteristic of the technology bubble. Today’s market tells a different story. While some multiple expansion has occurred, earnings growth has been the primary driver of returns since the current bull market began in the second half of 2023. Corporate profits have continued to rise, helping justify much of the market’s advance. Although valuations remain elevated by historical standards, earnings growth has largely kept pace with stock price appreciation. In fact, strong earnings growth can make valuations appear more reasonable over time as companies generate greater profits to support higher stock prices. The relationship between earnings and market performance remains one of the most important indicators of long-term sustainability. Unlike previous bubble periods, current market gains are being supported by measurable improvements in corporate profitability.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here 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, AIF® Vice President Wealth Consultant Email Ty Miller here   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Behind the Headlines first appeared on Fi Plan Partners.

    5 min

  8. May 28

    Who is Carrying the Cost of Tariffs?

    New research from several highly regarded institutions suggests that Americans, not foreign nations, are absorbing nearly the full cost of recent tariffs. While tariffs are beginning to reshape global trade flows and create leverage through reduced trade volume, the immediate financial impact is falling much closer to home than many may realize. Watch this week’s episode of Educational Insights, where Ashley Page explains what these findings could mean for consumers, businesses, and the broader economy moving forward. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. The post Who is Carrying the Cost of Tariffs? first appeared on Fi Plan Partners.

    4 min
See All (297)

Ratings & Reviews

4.8
out of 5
6 Ratings

About

Investing insights on the markets and economy providing strategies designed to grow your wealth

Information