Investors' Insights and Market Updates

Fi Plan Partners
  • 4.8 (6)
  • SELF-IMPROVEMENT
  • UPDATED WEEKLY
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. 19 HR. AGO

    It's a H.I.T.

    This week, we’re diving into critical topics that are top of mind for many—housing, inflation, and technicals. Join the Portfolio Team as they discuss how rising mortgage rates are impacting housing affordability, the latest inflation trends, key technical levels in the market, and more. Watch this episode to gain valuable insights you don’t want to […]

    10 min

  2. FEB 3

    Slippery Slope

    Join the Portfolio Team for today’s episode as they dive deep into the slippery slope of tariffs. Hear Trey Booth and Ty Miller discuss the latest market impacts, how tariffs are affecting the economy, and what’s really happening behind the scenes. Watch to gain valuable insights and learn what these trends could mean for the […]

    10 min

  3. JAN 27

    AI Influence vs. Market Breadth

    In this week’s episode of Investors’ Insights, the Portfolio Team dives into the impact of AI developments and market breadth, highlighting both challenges and opportunities in the current economic landscape. Trey and Bobby explore how recent news from China is influencing market sentiment, while also celebrating positive signs of broader market participation beyond the tech […]

    5 min

  4. JAN 17

    Topics for a Historical Day

    From the impact of Fed rate hikes and rising oil prices to the latest housing market trends and earnings projections, our Portfolio Team is diving deep into the key topics shaping the economy in 2025. Tune in, on this historical day, as they break down the challenges and opportunities that lie ahead.     Greg […]

    10 min

  5. JAN 16

    The Risk of Relying on Average Returns to Make Financial Decisions

    In this educational episode, Trey Booth discusses the hidden risks of using average returns to make financial decisions. He illustrates how relying solely on averages can be misleading, using a real-world scenario that highlights the impact of market cycles on retirement planning. Watch to learn how to avoid these common risks.   Trey Booth, CFA®, […]

    3 min

  6. JAN 13

    Rates, Rates, Rates

    Tune in to this week’s episode as the Portfolio Team dives into the impact of rising interest rates, the debt ceiling, and key technical indicators shaping the market in 2025. Watch to gain valuable insights and learn what these trends could mean for the markets, economy, and more.     Greg Powell, CIMA® President and […]

    10 min

  7. 12/24/2024

    Headlines for 2025

    Happy New Year! As we kick off 2025, we’re diving into the biggest topics shaping the year ahead. Watch as our Portfolio Team explores everything from the rise of artificial intelligence to the growing challenges of national debt—and much more. Stay tuned for insights from the Fi Plan Partners team on how these trends could […]

    10 min

  8. 12/23/2024

    Navigating Elder Care

    Caring for aging parents can be emotionally and financially challenging, but with the right planning, you can make the process easier. Watch this insightful video with Bobby Norman and Mark Hume to learn the essential documents every family should have in place and how proactive financial planning can help you and your loved ones navigate […]

    3 min
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4.8
out of 5
6 Ratings

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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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