Investors' Insights and Market Updates
262 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 5 ratingsBuild 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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Markets and Your Money: U.S. Worker Productivity
May 13, 2021 19:50 - 6.25 MB Worker productivity is at a 10-year high but how does that affect the markets and your portfolio? Watch or listen to this educational update where Ashley Page answers this question. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in […]
Market Recovery Handoff
May 10, 2021 21:24 - 8.74 MB Recovery and Expansion On Friday, we got the most disappointing jobs number in the history of tracking the US jobs market. Around 266,000 jobs were created month-over-month, which is a really good number. However, it is very disappointing compared to the over 1 million jobs that were expected by economists. That was very fascinating […]
Supply and Demand
May 06, 2021 21:34 - 3.15 MBWatch or listen to this week’s educational vlog where Trey Booth goes over recent price increases due to the ups and downs of supply and demand. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients […]
Sell in May? Not so Fast…
May 03, 2021 19:50 - 4.29 MB Sell in May & Go Away There is an old theory on Wall Street termed “Sell in May and Go Away”. This alludes to the fact that equities tend to underperform from May to October, so traders should sell and wait until the fall until the markets are better. Historically, this isn’t the best […]
Investing For Your Children
April 29, 2021 19:09 - 6.96 MBHave you ever wondered of potential ways to invest for your children? Watch as Jason Hatley, our Financial Planning Manager dives into this topic. 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 […]
4, 4, 4 – Market Movement
April 26, 2021 20:40 - 8.87 MB What’s Behind The 4? There is a reason why we chose the number four in our title today. First of all, the S&P 500 has broken through 4000 and we are looking at record highs. This is not a recommendation to buy, but another thing is that this week four big tech companies, […]
How To Go Paperless
April 22, 2021 18:56 - 1.38 MB Bobby Norman goes over one of our most asked client questions. How can I go paperless? Watch this video to learn how to select the paperless option on your Account View profile for statements and other documents. Bobby Norman, CFP®, AIF® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners […]
Business Owner Resource Webinar
April 20, 2021 14:44 - 63.7 MB In conjunction with Main Street Alabama, the team at Fi Plan Partners held a Business Owner Resource Webinar that covered the following topics: SBA Loans PPP Forgiveness Navigating Market Anxiety Business Consulting and Succession Planning Financial Planning for Loss in Your Business Watch or listen to the recording of our webinar to learn […]
Inflation and Your Pocketbook
April 19, 2021 20:48 - 7.65 MB Consumer Update Last week, we talked about how we were looking forward to a lot of information on the consumer coming out. This week, we wanted to address the findings of what we were anticipating coming out. The month-over-month retail sales number was a big number we were looking for. Expectations were for it […]
The Impacts of Early Retirement
April 14, 2021 19:01 - 3.88 MB Employer Benefits Employers typically provide several benefits such as health insurance, life insurance, long-term disability insurance, and other benefits. These benefits can be very important to your overall financial health. These benefits are lost if you retire before the age of 65. After losing your benefits due to early retirement, most people are left […]
Consumer in Charge
April 12, 2021 21:44 - 4.11 MB Portfolio Impact We have a lot of information to look at, but really, we are focusing on the consumer who is taking charge of the markets this week with a lot of inspiration. There is a lot of important data points that we think will impact your portfolios and the economy at large. The […]
High Five, Market!
April 06, 2021 01:18 - 10 MB Technical Analysis Last week was historic as we witnessed the S&P 500 close above 4,000 for the first time ever. In last week’s Investors’ Insights and Market Update, we announced that the short-term resistance level was 4,020. The market almost hit that dead on the number closing at 4,019 last Thursday. This week, we […]
Is Now the Time to Refinance Your Mortgage?
April 01, 2021 16:50 - 3.11 MB Depending on your situation, it may be a good time for you to take advantage of this low interest rate environment by refinancing your mortgage. Watch or listen to this week’s episode of Investors’ Insights and Market Update to see if this could possibly be an option for you. Please contact our team if […]
Infrastructure and Eviction
March 29, 2021 17:46 - 4.33 MB Investment Opportunity Wednesday of this week, President Biden will talk about his plans for infrastructure. The plan will include two parts and the first one has to do with roads and bridges. There are two reasons why we are focusing on this topic. The first reason is that the overall infrastructure plan is estimated […]
Major Business Changes That Are Here to Stay
March 25, 2021 22:05 - 11 MB In this week’s educational vlog, Ashley Page goes over the top five major business changes that have become a new normal since the pandemic started a year ago. Listen as Ashley lists the reasons why the new business models adopted during the pandemic are here to stay. Ashley Page, JD, MBA Senior […]
Happy Anniversary Mr. Market
March 22, 2021 22:17 - 6.63 MB Technical Analysis Tomorrow marks the one-year anniversary of the market lows during the COVID pandemic. We have come a long way from where we were this time last year and we are finally starting to see some of the technical trends line back up with some of the historical data. This past Friday the […]
The Price of Gasoline
March 18, 2021 18:50 - 2.82 MB Watch or listen to this week’s educational vlog, where Trey Booth talks about the fluctuation of gas prices and how it impacts the U.S. economy and stock market. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, […]
Fed, Market, Green Light
March 15, 2021 18:50 - 8.33 MB The Federal Reserve The market-moving event this week could be on Wednesday where the Federal Reserve will be in the spotlight. While this week’s policy decision will more than likely yield no immediate policy changes, it will take on additional weight as it provides commentary on the central banks and what they are thinking […]
Insurance: Protecting Against Loss
March 12, 2021 18:12 - 3.65 MB One of the core principles of financial planning is protecting against loss. Before you ever start investing in the market to try to grow your assets, it is important to make sure that you have something in place to protect what you already have. These are the things that you cannot afford to […]
The Stimulus March Continues
March 08, 2021 22:20 - 6.91 MB Interest Rates and the Economy We mentioned last week how important it is for economic reports to come in strong over the next few weeks as higher rates have caused volatility in the market. There are two reports we are currently focused on. One is related to jobs and the other is on manufacturing. […]
#502 The Stimulus March Continues
March 08, 2021 22:20 - 1 Byte Interest Rates and the Economy We mentioned last week how important it is for economic reports to come in strong over the next few weeks as higher rates have caused volatility in the market. There are two reports we are currently focused on. One is related to jobs and the other is on manufacturing. […]
Interest Rates and Bonds
March 04, 2021 23:02 - 1.57 MB Watch this educational vlog to hear Bobby Norman, Managing Director of Fi Plan Partners, go over the impact that interest rates have on bonds. Bobby Norman, CFP®, AIF® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the […]
#501 Markets and COVID: Anniversary
March 01, 2021 20:22 - 1 Byte A Year in Review Can you believe that we are coming upon the anniversary of when we were informed as Americans that COVID was in our country? In February of 2020, our technical indicators started showing us that market movement was acting different and volatility was picking up and we were trying to find […]
Markets and COVID: Anniversary
March 01, 2021 20:22 - 8.14 MB A Year in Review Can you believe that we are coming upon the anniversary of when we were informed as Americans that COVID was in our country? In February of 2020, our technical indicators started showing us that market movement was acting different and volatility was picking up and we were trying to find […]
Effortless Technology For You
February 26, 2021 02:48 - 5.87 MB At Fi Plan Partners, we implement high-tech, high-touch strategies to make sure our clients have an effortless experience. In this video, Greg, Adam, and Felicia go over a few areas where smart and innovative technology is used and designed to eliminate stress and anxiety for our clients. Here are a few: Virtual Meetings […]
#500 Higher? Rates, Earnings, and Markets
February 22, 2021 22:24 - 1 Byte Rates Today, we want to talk about a topic that has been the reason for the recent market volatility, which is higher interest rates. With the 10-year yield pushing 1.4%, we wanted to do some research into how rising rates have historically impacted the markets. In this video, we share a chart that shows […]
#499 When The Fed Talks…
February 15, 2021 22:00 - 1 Byte The Market Listens Let us start by focusing on something that came from the Federal Reserve last week that could impact the market for a few months going forward. Last week, Fed Chairman Powell Made a very important statement by reconfirming that the Fed would not tighten policy until low-income workers were covered. He […]
Fi Plan Partners and Your Tax Information
February 11, 2021 21:28 - 1 Byte Important Tax Information In consideration of COVID-19, the United States Postal Service, and timely receipt of your 2020 tax forms, Fi Plan Partners would like to remind you that your tax forms may be found online through the LPL Financial Account View portal when available. If you already have an active Account View profile, […]
#498 Did The Market See Its Shadow?
February 08, 2021 23:50 - 1 Byte Technical Analysis The S&P 500 closed on Friday at 3,886 which gives us a new resistance level of 3,950 and a new support level of 3,800. We are starting to see, at least in the short term and intermediate term, a more bullish tone in the markets. One thing that we talked about last […]
Cyclical vs. Defensive Stocks
February 04, 2021 23:51 - 1 Byte When following the ups and downs of the market it’s important to know the difference between cyclical and defensive stocks. One tends to involve more risk while the other tends to be more stable. Watch or listen to this week’s educational episode as Adam Vansant explains these stocks and what industries that they […]
#497 But Wait, There’s More…February Markets
February 01, 2021 21:43 - 1 Byte Volatility and Opportunities In the video for this vlog, you will see information from two different charts as Bobby Norman explains historical data. The first chart shows that going back to 1950, historically when the White House changes parties as we have just recently done, the month of February is historically volatile. Seeing how […]
Healthcare Subsidy Planning
January 28, 2021 19:01 - 1 Byte Do you have anxieties when it comes to healthcare and health insurance after retirement? Insurance is often one of the largest expenses in retirement. However, based on current laws, there may be an opportunity for you to mitigate those expenses. Here are a few things covered in this week’s educational episode about healthcare planning […]
#496 Market Moment of Truth
January 25, 2021 22:32 - 1 Byte Market Movers This week is going to be huge for the market as corporate earnings reports start to come out. This report includes 118 S&P 500 companies and 13 Dow 30 companies. The GDP report will come out on Thursday which is expected to show a 4% growth rate. We are anxious to see […]
Business Owner Anxieties Post COVID
January 21, 2021 22:38 - 1 Byte As a business owner, there are things related to your finances such as building your wealth with assets not tied to the market, that are important to talk about when thinking about your financial future. In this week’s educational vlog, Greg Powell and Ashley Page dive into the unique services that Fi Plan […]
#495 Rising Costs
January 17, 2021 05:19 - 1 Byte Biden Tax Plan We hope that everyone has enjoyed the Martin Luther King Jr. holiday. Even though the market is closed today, we wanted to send you this video to keep you informed. We also want to thank you for all the client questions that we received last year and are continuing to receive […]
What is a SPAC?
January 14, 2021 20:36 - 1 Byte Special Purpose Acquisition Companies have been around for decades but recently have become very popular in the financial press. Watch today’s educational vlog to learn what a SPAC is and why it is important to investors. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here Fi Plan Partners […]
#494 Juggling January Markets
January 11, 2021 22:45 - 1 Byte Technical Analysis The S&P 500 closed this past Friday at 3,824, which pushes the resistance level to 3,880 and the support level to 3,730. With the inauguration coming up, we might see some volatility in the markets. Another thing we are keeping an eye on is the 10-year treasury yield. Last week, this went […]
How Will Stimulus Payments Affect 2020 Tax Filings?
January 08, 2021 02:29 - 1 ByteIn this vlog, Jason Hatley goes over everything you need to know about the first and second round of stimulus payouts and how it relates to filing your 2020 tax return. Watch the vlog to hear Jason explain the following topics: Round One: Generated by the CARES Act Passed in March 2020 Provided $1,200 for […]
#493 Georgia On My Mind
January 04, 2021 22:41 - 1 BytePossible Disruption Happy New Year! We want to start out by saying that record low-interest rates, monetary actions by the Federal Reserve, and the stimulus package passed by Congress last year, all helped with the growth we witnessed in the markets. We think that story will continue into 2021. One thing we are following carefully […]
5 New Year Financial Resolutions
December 31, 2020 16:21 - 1 Byte With 2020 coming to an end, it’s important to look at New Year Financial Resolutions for 2021. Bobby Norman, our Managing Director, lists 5 resolutions that could come in handy: • Create A Spending Plan • Refinance Debt • Examine Insurance Coverage • Review Legal Documents • Update Your Financial Plan To serve you […]
#492 Year-End Market Relief
December 28, 2020 20:40 - 1 Byte Relief Bill Last night, we received news that President Trump signed a Covid relief bill and the market is starting to show some strength from this news. A common question we got from clients last week was: “Why didn’t the markets re-act more positively to the news with Congress passing the bill?” There are […]
#491 Stimulus Holiday Cheer
December 21, 2020 20:40 - 1 Byte Vaccine News One thing that a lot of people have been waiting for is the second round of stimulus. Congress finally agreed on the $900 billion stimulus program over the weekend. This will help a lot from the standpoint of healthcare relief and small businesses. Another huge topic to discuss is that we […]
Year-End To-Dos
December 17, 2020 23:17 - 1 Byte The end of 2020 is quickly approaching and, with that, comes decisions regarding your IRA and taxes that may need to be made before January 1, 2021. Keri Fish, Chief Operations Officer of Fi Plan Partners, and CEO, Greg Powell, sit down to discuss the following things: • 401(k) Contributions • Charitable Contributions • […]
#490 Vaccination Visibility
December 14, 2020 22:07 - 1 Byte Market-Moving Events The upcoming market-moving event to watch for will be the Federal Reserve meeting this week. This meeting holds great value and consequences not only for typical monetary policy implications but also could serve as the final tradeable or market-moving event for 2020. It’s already been a crazy year, but the market could […]
#489 Is The Market Immune?
December 07, 2020 22:17 - 1 Byte Vaccine News In last week’s vlog, we talked about several reasons why the market has come back so strong. Topics included the Federal Reserve and how accommodating they have been, a strong housing market, and better than expected corporate profits. This week we want to turn the attention to two important events that we […]
#488 Market Conflict
November 30, 2020 22:28 - 1 Byte Why Is The Market Strong? How can the market continue to move up so strongly if we’re still seeing businesses closing as well as hearing a different negative report when it comes to the COVID virus? Why the market is still so strong? We’ve had numerous conversations with family and friends over the Thanksgiving […]
#487 Thanksgiving Market Update
November 23, 2020 20:15 - 1 ByteWhat to Watch We hope everybody has a safe and happy Thanksgiving. We hope you all have some good quality time with family and friends while staying safe. There’s a lot going on this week in terms of the market and economic news. The U.S. economy has some momentum as we’re seeing great housing and […]
Innovation Mavericks – Vince Thompson, Build Brand You
November 19, 2020 19:32 - 1 Byte Innovation Mavericks Today’s Innovation Maverick video is with Greg Powell, CEO of Fi Plan Partners, and Vince Thompson, CEO of MELT and author of Build Brand You: Insights For Pursuing Your Dreams. Listen as they discuss how to market yourself for a new career in this new innovative world we are living in. This […]
#486 Virus vs. Consumer Strength
November 16, 2020 20:43 - 1 Byte Consumer Strength The strength of the U.S. consumer will be the key focus this week. Big box retailers will be reporting earnings and hopefully, with that, we will get a good look at consumer trends heading into the holiday season. We will also get retail sales numbers for October. This could be the sixth […]
Innovation Mavericks: Art Carden, Leave Me Alone and I’ll Make You Rich
November 12, 2020 20:41 - 1 ByteInnovation Mavericks What is a Maverick? Mavericks are free-thinking people who refuse to conform to society standards and are driven to change the world. Mavericks are intelligent, inventive, imaginative, and genius, independent. Individualistic idealist idea machines, original uninhibited visionaries, icons, intentional and inspirational. What special power is possessed by Maverick? The power of innovation. Innovation […]