Investors' Insights and Market Updates

Fi Plan Partners
  • 4.8 (6)
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Investors' Insights and Market Updates

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.

  1. HACE 1 DÍA

    Stay Focused

    In this episode, the Portfolio Team breaks down key data trends to help you navigate the current economic landscape amidst volatility and headlines. From tax refunds boosting consumer spending to a deeper dive into GDP and employment shifts, they explore critical factors driving market momentum. Watch to learn about these market-moving topics and more!   […]

    10 min

  2. HACE 5 DÍAS

    Building Your Child’s Credit History Early

    Did you know you can start building your child’s credit history before they even turn 18? Watch to learn how an early credit boost can set them up for financial success later in life.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm […]

    3 min

  3. 3 MAR

    Expectations

    Join us for this week’s episode of Investors’ Insights, where the Portfolio Team explores market volatility, economic trends, and expectations for 2025. Watch as they review the key data points shaping the economic landscape ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director […]

    11 min

  4. 27 FEB

    America’s Natural Gas Advantage

    Discover how America’s natural gas advantage is shaping global energy markets and what it could mean for your everyday expenses. Watch our latest episode with Trey Booth to learn about the balance between cost, export, and the potential impact on your electric bill.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey […]

    2 min

  5. 24 FEB

    Government Shutdown?

    A potential government shutdown is on the horizon, but how could it impact the markets? In our latest episode, the Portfolio Team breaks down the situation, offering valuable insights on the potential effects and what to expect moving forward. Watch now to learn more about this and other important topics.     Greg Powell, CIMA® […]

    9 min

  6. 20 FEB

    Tax Time Insights

    Join Adam Vansant and Sonja McGittigan as they review tax deadlines, how to quickly access your tax forms, and tips for making sure your 2024 IRA contributions are in before Tax Day. Watch now for simple steps to get your taxes in order and make the most of this year’s filing process!   Adam Vansant, […]

    3 min

  7. 18 FEB

    Celebrating 20 Years of Fi Plan Partners

    Join us as we celebrate 20 incredible years of Fi Plan Partners! From day one, Greg Powell built our firm on the foundation of making a real difference in people’s lives. Hear from our team as they share their passion, dedication, and the values that have shaped two decades of success. Watch and experience the […]

    9 min

  8. 14 FEB

    Headwinds vs. Tailwinds

    Tune into this week’s episode as our Portfolio Team explores inflation, consumer spending, and business confidence, and how these factors could impact the market in 2025. Watch to learn about the possible challenges and opportunities ahead.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® […]

    9 min
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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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