Investors' Insights and Market Updates artwork

Investors' Insights and Market Updates

262 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 5 ratings

Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post other podcasts weekly on critical investing and financial topics, business consulting, technology, and business marketing. Subscribe and build your confidence. For more information, visit http://fiplanpartners.com. Securities offered through LPL Financial. Member FINRA/SIPC.

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Episodes

Inflation Grinch

December 06, 2021 23:26 - 8.51 MB

 Jolly Markets After most equity indexes traded back in the month of November, we are hopeful that December will be a jollier month for equities. December is historically a solid month for stocks so as of now, we’re optimistic that stocks will sidestep the news of the new variant. Over the weekend, the news […]

Year-End Deadlines

December 02, 2021 19:18 - 3.1 MB

 With the end of the year quickly approaching, there are several important deadlines and considerations that you should be aware of. In this week’s educational episode, Keri Fish, Chief Operations Officer, goes over what those deadlines are.   Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan Partners is an independent investment […]

Emotional Markets

November 29, 2021 22:13 - 6.26 MB

 Market Pullback We want to address the market pullback that happened this past Friday. It was one of the worst days for the market this year and it was due to the concerns of the new Coronavirus variant. One thing to point out is that, historically, the Friday after Thanksgiving is lightly traded, which […]

Let’s Talk Turkey

November 24, 2021 18:39 - 1.98 MB

 In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]

Carving The Market Turkey

November 22, 2021 18:50 - 9.65 MB

 Tax Rates Last week, the House passed the Build Back Better plan for President Biden which will now go to the Senate. What was helpful, is that our research partners at Strategus and the committee responsible for the Federal Government sliced up the 2,468-page bill and gave us a summary, which is shown in […]

Investment Objective and Time Horizon

November 18, 2021 19:26 - 2.3 MB

 What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week’s educational episode.   Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]

Insightful Holiday Conversations

November 15, 2021 23:13 - 10.3 MB

 The Price of Oil Last week, the University of Michigan produced their consumer sentiment, which hit a crisis low. You can see in the chart shown in the video for this episode, where the consumer sentiment is lower than it was at peak of the covid recession. Where is that going to turn what […]

Price Inflation of New Cars

November 11, 2021 19:35 - 1.65 MB

 The average price of a new vehicle has spiked about 25% since the start of the pandemic. Watch or listen to this week’s episode where Bobby Norman goes over the reason for the price inflation and the data surrounding it.   Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here […]

Hyped-up Emotion

November 08, 2021 23:14 - 8.06 MB

 Fed Tapering Last week was a big week for economic news. The Fed had a meeting to discuss tapering on bond purchases and the jobs data came out. We’ve been hyper-focused on jobs since the recovery began because that’s what the Fed told us they were mainly focused on. The Fed’s stimulus has been […]

Final Innings of 2021

November 01, 2021 19:49 - 10.3 MB

Fed Meeting This week the FOMC is meeting to discuss what to do with interest rates and bond purchases. Since the beginning of the crisis the Fed has stepped in and supported the stock and bond market with what’s called quantitative easing by buying bonds on the market. The Federal Reserve is currently buying $120 […]

When to Avoid Making Financial Decisions

October 28, 2021 18:54 - 2.56 MB

 Watch or listen to this week’s educational episode to hear Mark Hume discuss why making financial decisions during certain life changes might not be a good idea.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across […]

Grabbing The Market Headlines

October 25, 2021 20:37 - 9.01 MB

 Corporate Earnings It’s a really important week for the market as corporate earnings take center stage. The attention will specifically be on the earnings reports for big tech companies. As you can see in the chart shown in the video, 83% of companies are beating earnings estimates thus far. That rate remains well above […]

Five Market Shaping Topics for 2022

October 22, 2021 00:31 - 11.2 MB

 Watch this week’s educational vlog from Ashley Page to hear what five topics, one being inflation, will shape the markets in the upcoming year.   Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]

Earning It

October 18, 2021 19:48 - 5.86 MB

 The Consumer Even though it is off elevated levels compared to when we were getting stimulus, the personal savings rate is higher than it was before the pandemic. Retail sales are up from pre-COVID levels coming in last week at a 0.7% increase when they were expected to decline 0.2%. This shows that the […]

Higher Payouts and Lower Jobs

October 11, 2021 18:27 - 4.99 MB

 Dividend Increases Dividend increases remain robust with ample cash on the sidelines by corporations. As you can see in the chart shown in the video for this episode, S&P 500 companies continue to deploy some of their cash in the form of dividend payments, with 72 increases and 5 initiations taking place in the […]

Enrolling in Medicare

October 07, 2021 17:38 - 6.05 MB

 What is Medicare and how do you enroll? Jason Hatley answers these questions in this week’s educational episode.   Jason Hatley, CPA Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business […]

Expect The Unexpected

October 04, 2021 19:04 - 10.9 MB

 September to Remember In our first vlog for the month of September, we highlighted the volatility that has been historically seen in the month of September. We said this year might be a September to remember and it lived up to its tough reputation as the S&P 500 Index fell 4.8% in September making […]

For Better or Worse

September 27, 2021 19:40 - 6.23 MB

Inflation and Supply Delays We want to give our viewers an update on inflation and the supply delays that we’re seeing impact what the Fed is doing, as well as how supply constraints are impacting corporate earnings. You can see in the chart shown in the video for this episode that we are still seeing […]

Proposed Tax Changes

September 23, 2021 21:02 - 7.99 MB

 Our newest addition to the Financial Planning team at Fi Plan Partners, Mark Hume, and our President, Greg Powell, sat down to go over the first draft of the new proposed tax changes. Listen to this week’s educational episode to hear what they have to say about the tax changes and how they could […]

International Pressure

September 20, 2021 18:09 - 4.56 MB

Global Impact This week is starting off on a down note in U.S. markets. This is largely driven by negative news about how one of the largest retail developers in China is looking at potential bankruptcy. The reason this may be impactful on global markets is because this retail developer is a $300 billion worth […]

The 11 Sectors of The Market

September 16, 2021 17:43 - 3.57 MB

 Watch this educational episode to learn what the 11 sectors of the market are and how they play a role in building portfolios.   Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here   Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through […]

Yield, Chills, and Thrills

September 13, 2021 21:51 - 7.55 MB

 Yields Despite economic reports for the last six weeks being lower, punctuated with a big miss in payroll two weeks ago, yields have held their own and are on the doorstep of pushing through the important 1.38% level. It’s important to note that the resiliency from yields, despite the weak data, likely suggests that […]

Supply Disruptions

September 09, 2021 19:44 - 6.38 MB

 In this educational episode, Ashley Page goes over some of the top supply chain issues that are keeping prices higher in the United States.   Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here   Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the […]

September to Remember

September 03, 2021 22:01 - 8.35 MB

 A Repeat in History? This month could be a September to remember. Congress is about to begin a debate on the largest tax increase in 50 years as well as the largest spending package since the great depression. These topics are in addition to, the debt ceiling, the Fed tapering talk, the fiscal drag, […]

What is GDP?

September 02, 2021 22:00 - 2.33 MB

 GDP means Gross Domestic Product but how does that tie into how well our economy is doing? Listen to this week’s educational episode to hear Trey Booth explain how GDP is measured in relation to our economy.   Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here   Fi Plan […]

Your Worries, Our Focus

August 30, 2021 22:18 - 8.96 MB

 Market Tailwinds There are a lot of worries when it comes to the world and the markets right now. The Middle East uncertainty along with inflation scares, covid, and now Hurricane Ida, are among several of the main topics. The hurricane has caused oil firms to slash output by 91% in the gulf, so […]

Wills and Beneficiaries

August 26, 2021 22:13 - 3.25 MB

 This week’s educational vlog comes from our Financial Planning Manager, Jason Hatley. He goes over the importance of making sure your Will matches your beneficiary expectations on your other insurance and retirement accounts. Tune in to hear ways on how to make sure you are all set!   Jason Hatley, CPA Vice President Financial […]

Consumer Strength vs. Inflation

August 23, 2021 19:52 - 3.46 MB

 Headwinds One market headwind that we’ve been following for a few months is starting to get worse. That problem is inflation which is tied to higher demand and lower supply due to the pandemic. Our concern is that in the past few weeks we’ve seen numerous ports in China be shut down due to […]

The Market Road Ahead

August 16, 2021 20:46 - 6.07 MB

 Technical Analysis Last week we had a momentum change in the market. We saw the S&P 500 close on Friday at 4,468 which pushes the resistance level to 4,490 and the support level to 4,440. We gave intermediate to long-term moving day averages the last few weeks, so today we wanted to go over […]

It’s All Connected

August 09, 2021 21:44 - 8.34 MB

 Global Impact We prefaced this last week, but the most important data point each month is the jobs data point. The reason for that is because that’s the information that the Federal Reserve is looking at to decide whether or not they should reduce, increase, or continue their bond purchases. The Fed has said […]

The Fed is Undefeated

August 02, 2021 22:29 - 6.73 MB

 Bulls vs. Bears Right now, there’s a big debate going on between the bulls and the bears. Some people believe the market can continue to be strong while others believe that we’re going to see the market turn down. There are no guarantees, but at this point the Fed is undefeated. Based on research […]

The US Housing Market – Supply & Demand

July 29, 2021 18:16 - 2.02 MB

   Recently, there has been a lot of conversation about housing prices going up as well as the increased demand for housing, which is driven by interest rates. Watch or listen to this week’s episode to hear Trey Booth talk about the supply and demand of housing and what possible issues could arise in […]

Cash On Hand

July 26, 2021 20:41 - 5.72 MB

 Dips and Rallies This week could be the most important week in the summer. This will be the busiest week for corporate earnings which will include several big tech firms reporting earnings. So far, the second quarter earnings season has been stronger than expected with 88% of S&P 500 companies reporting positive earnings. On […]

Higher Taxes and Inflation

July 19, 2021 22:04 - 5.28 MB

Tax Increases We have been asked recently about our thoughts on the potential tax increases this year. Democrats want to pass a budget by the August recess, which we think is a pretty quick turnaround time. If they’re successful in getting the budget passed in July or early August then second step, the actual legislation, […]

Required Minimum Distributions

July 15, 2021 21:07 - 2.15 MB

 In this week’s educational episode, Keri Fish, Chief Operations Officer at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions. Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline.   Keri Fish Chief Operations Officer Email Keri Fish here   Fi Plan […]

Earnings and Economics

July 12, 2021 19:43 - 3.28 MB

 High Expectations This week, our attention will be on the beginning of second quarter earnings season. Earnings are expected to be up over 60% compared to a year ago. There are also expectations that some sectors of the economy could see their earnings up 200-400% from a year ago when the economy was dealing […]

UGMAs and UTMAs

July 08, 2021 19:34 - 1.52 MB

 The Uniform Gift to Minors Act and the Uniform Transfers to Minors Act both serve as custodial accounts and can be a great way for parents to store and protect assets for a minor until he or she reaches the age of majority. The age of majority is usually between the ages of 18 […]

Market Fireworks

July 05, 2021 17:43 - 7.32 MB

 Record Highs The S&P 500 Index hit a new record high last week. However, we’ve noticed that under the surface fewer stocks have been participating. Just 15% of the stocks in the index hit a new one-month high along with the benchmark on June 24. For the first time since December of 1999, a […]

The Importance of Moving Day Averages

July 01, 2021 21:58 - 1.8 MB

 Tune in to this week’s educational market update as Adam Vansant explains the importance of moving day averages when it comes to your portfolio.   Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here   Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]

Market Movers

June 28, 2021 22:03 - 8.92 MB

 Goods vs. Services For the last 50 or so years, the U.S. economy has been driven by a transition from goods production to services the reason that is positive things is that that model is very deflationary. It’s deflationary because the amount that individuals are able to spend on services, is limitless. The amount […]

Supply Shock

June 24, 2021 17:28 - 8.85 MB

   What supply shocks are we currently experiencing, economically, and is it a good or bad thing? Ashley Page explains this in this educational episode.   Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here   Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across […]

Market Overreaction

June 21, 2021 19:31 - 9.18 MB

 The 10-Year Yield Last week, we mentioned that the Fed speaking on Wednesday would be a big market-moving event, and that ended up becoming a reality. The market sold off after the Fed’s meeting on Wednesday. While no action was taken, it was the verbiage that the Fed used around having to possibly raise […]

Estate Planning Mistakes – Part 2

June 17, 2021 21:49 - 9.77 MB

 What are the top mistakes people make when it comes to Estate Planning? Watch the second part of this two-part series to learn who and what to consider when planning for your future. Check out last week’s episode for part one.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here […]

Inflation and The Fed

June 14, 2021 20:27 - 5.84 MB

 Technical Analysis Friday, the S&P 500 closed at a price of 4,247. That gives us a new resistance level of 4,270 and a new support level of 4,220. We talk about the 50-day moving average along with the 100-day moving average, but now that we are approaching mid-year, we wanted to go over the […]

Estate Planning Mistakes – Part 1

June 10, 2021 20:30 - 7.82 MB

 What are the top mistakes made when it comes to Estate Planning? Watch the first part of this two-part series to learn who and what to consider when planning for your future.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jason Hatley, CPA Vice President Financial Planning Manager Email […]

Markets, Taxes, and Jobs

June 07, 2021 22:53 - 8.25 MB

 Technical Analysis The S&P 500 closed this past Friday at a price of 4,229 which pushes the resistance level to a price of 4,260 and the support level to 4,200. Another thing to point out this week is the 100-day moving average which has finally pushed over the 4000 mark. This is one item […]

Where The Money Flows

June 01, 2021 01:54 - 6.83 MB

 “Freedom is never more than one generation away from extinction. We didn’t pass it to our children in the bloodstream. It must be fought for, protected, and handed on for them to do the same, or one day we will spend our sunset years telling our children and our children’s children what it was […]

Understanding Volatility

May 27, 2021 16:44 - 1.94 MB

 What is volatility in the markets and is it a good or bad thing? Watch or listen to this week’s educational episode to learn about the ups and downs of the market and what it means overall.   Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here   Fi Plan Partners […]

Distractions

May 24, 2021 22:47 - 7.33 MB

 Consumer Concerns There are many distractions and concerns out in the world today, so we wanted to go over the main topics that we’re hearing about. First of all, people are concerned about inflation. They’re still very concerned about COVID, even though the vaccinations are available. People have voiced concerns about the volatility in […]

Where’s The Ceiling?

May 17, 2021 20:26 - 7.27 MB

 Technical Analysis We think it is important to carve out some time during the vlogs, weekly, to give you some important data from a technical analysis standpoint. Early last week, we saw the markets pull back but then came a slight surge towards the end of the week that ultimately led us to Friday’s […]