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.
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Episodes
#485 Now What?
November 09, 2020 19:09 - 1 Byte A Divided Government With the election being over, we’ve done some analysis and want to share that with you today. Last week we talked about how historically the market performs better when there’s a divided government. It appears that for the foreseeable future, that’s what we’ll have. A divided government is fine in […]
#484 Election Day and Market Volatility
November 02, 2020 20:38 - 1 Byte Lessons Learned This is going to be an eventful week with Tuesday being election day. History has taught us that regardless of what the outcome of the election is, whether your party and candidate wins or loses, our country will and always has continued to move forward due to innovation, determination, and the American […]
#483 The Next Eight Days
October 26, 2020 19:19 - 1 Byte Momentum There’s a lot going on in the next eight days leading up to the election. We have a busy week ahead of us in terms of economic reports and earnings. These reports will really shape the momentum as we head into what’s going to be a very impactful election. Today, we will see […]
A Preview of The Biden Tax Plan
October 22, 2020 20:00 - 1 Byte We have a very important election coming up next month and with that, there could be some potential changes to the tax laws. In today’s vlog, Jay McGowan, Director of Financial Planning, goes over some of the proposed details of one of the potential tax plans, to give you some clarity as to what […]
#482 The Two-Faced Market
October 19, 2020 18:28 - 1 Byte Financial Strength The government’s year-end is usually September 30th. With that being said, the data is finally out on the financial strength of the US government. The US government brought in $3.4 trillion in tax revenue this year. Most of it was backloaded at the end of the year, post-pandemic. At the same time, […]
#481 Hold Your Breath in October Markets
October 12, 2020 19:32 - 1 Byte The Financial Impact of COVID A lot of market participants will be holding their breath this week looking at financial reporting on earnings for the third quarter. We all know that the economy has slowed down, but financials have been particularly hit as it really lagged during this recovery in most of the other […]
Fundamental Analysis vs. Technical Analysis
October 08, 2020 16:44 - 1 Byte Have you ever heard us use the terms fundamental or technical analysis when talking about the economy and the markets? In our educational vlog this week, Adam Vansant, Wealth Consultant at Fi Plan Partners, goes over the differences in the two and why they are important. Adam Vansant, AIF® Associate Vice President Wealth […]
#480 Here We Go!
October 05, 2020 18:47 - 1 Byte Technical Analysis Over the last month, we have talked a lot about S&P 500 levels from a technical analysis standpoint. We have seen the S&P 500 fall between the 3,200 and 3,400 range. On our weekly vlogs, we have talked about how that 3,300 mark has been our new threshold. With the election and […]
Future Travel Trends
October 01, 2020 17:43 - 1 Byte The future of travel may be starting to look different according to recent research on the consumer. Tune in to hear Trey Booth of Fi Plan Partners, go over the positive data surrounding the economic impact of leisure travel. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here […]
#479 Market Presidential Polls?
September 28, 2020 19:15 - 1 Byte Presidential Debate The first presidential debate of 2020 is tomorrow night. We are very likely to see record viewership. We’ve looked back to see the impact debates have had on the markets historically. Going back to 1960, the S&P 500 has averaged 0.14% to the upside the day following the first presidential date. Not […]
The Impact of COVID: 6 Months In
September 24, 2020 16:36 - 1 Byte . Where are we, economically, in comparison to where we were expected to be 6 months into the Coronavirus pandemic? Click the link below to hear Ashley Page of Fi Plan Partners, go over the underlying data related to COVID-19, and to hear why he says, “We are in better shape going into the […]
The Impact of COVID 6 Months in
September 24, 2020 16:36 - 1 Byte . Where are we, economically, in comparison to where we were expected to be 6-months into the Coronavirus pandemic? Click the link below to hear Ashley Page of Fi Plan Partners, go over the underlying data related to COVID-19, and to hear why he says, “We are in better shape going into the fall […] The post The Impact of COVID 6 Months in appeared first on Fi Plan Partners.
#478 Timberrr!
September 22, 2020 00:11 - 1 ByteLumber Prices There is no secret that one of the bright spots in the economy throughout the pandemic has been a strong housing market. However, we are starting to see some weakness because of higher lumber prices. US lumber prices have risen 170% since April. This has increased the average cost of a new home […]
Graduate Anxiety
September 17, 2020 21:25 - 1 Byte In this video, Greg Powell, CEO of Fi Plan Partners, and author of the book Better Richer Fuller®, shares words of wisdom on how to market yourself on the journey to starting a new career. Tune in for tips on how to build your personal brand in a way that you stand out […]
#477 Fed Fear and Deflation
September 14, 2020 18:50 - 1 Byte Important Week With lawmakers unable to agree on another stimulus package, more attention is being paid to what the Fed does. This week, on Tuesday and Wednesday, the Fed is meeting for the final time before November’s election. Something that we are watching carefully is what the Fed’s new economic interest rate projections will […]
Financial Aid and Student Loans
September 10, 2020 20:16 - 1 Byte In this educational vlog, Jay McGowan, Director of Financial Planning at Fi Plan Partners, goes over the ways that COVID has changed the qualifications for student loans. Tune in to learn about the deadlines for FAFSA® and about the changes that were made regarding financial aid. Jay McGowan, CFP®, CPA, PFS Senior […]
#476 Economic Tug of War
September 04, 2020 16:37 Manufacturing Reports Manufacturing reports last Tuesday showed a lot of growth occurring in a V-shaped recovery pattern. Reports came out saying that there’s been about 4 months of expansion in the manufacturing sector, but then 24 hours later, the jobs report showed that total private payroll has only increased by 428,000. That was well […]
Innovation Mavericks with Mike Miller of Office Environments
September 02, 2020 19:24 - 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 […]
#475 September Risks
August 31, 2020 20:27 - 1 Byte The History of September The markets have finished strong for the month of August. However, September is historically a poor month for equities. Actually, since the Dow Jones Industrial was created in the late 1800s, it has fallen, on average, 1% in September. The Dow has shown gains in all other months and was […]
COVID-19 Outbreaks in Emerging Markets
August 26, 2020 21:41 - 1 Byte In the United States, 20.5% of what we export goes to Latin America and India. Those two economies have recently taken a major hit due to COVID-19. Watch today’s educational vlog to learn how the COVID-19 outbreak in emerging markets is affecting U.S. markets. Ashley Page, JD, MBA Senior Vice President Wealth […]
#474 Trying to Reason with Hurricane Season
August 24, 2020 20:05 - 1 Byte Hurricane Market Impact This time of year we usually get questions regarding the impact that hurricanes have on the market. Looking back at the 15 most devastating U.S. hurricanes in history, there wasn’t a lot of impact on the markets surrounding them. The S&P 500 averaged almost 0.5% up three months after major hurricanes. […]
401(k) Basics
August 20, 2020 17:37 - 500 Bytes This week we had Justin Ladden from Kreativ Retirement Plan Solutions, along with Trey Booth, on our educational vlog to talk about 401(k) plans and the many benefits of having one. Listen as Justin and Trey go over what a 401(k) plan is and why having a one, is one of the most advantageous […]
#473 Just the Beginning
August 17, 2020 21:20 - 1 ByteEconomic Focus This week starts the beginning of the “silly” season of politics. The Democratic National Convention starts this week as the Republican National Convention will start next week. While this year is different for many reasons it is still extremely important from a political and market standpoint. This will be the first look at a detailed policy plan from the two parties. We really haven’t started the election yet. This will be the first peak at what both parties are running on a...
How Does the U.S. Federal Reserve Help Other Countries?
August 13, 2020 20:11 - 1 ByteThe U.S. Federal Reserve has many valuable tools that other central banks around the world do not have. Watch this week’s educational vlog to hear Ashley Page explain how the U.S. Federal Reserve operates when it comes to international markets and how they have assisted in this pandemic situation. 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 thr...
#472 School Bells vs. Opening Bells
August 10, 2020 20:35 - 1 Byte The Problem with Remote Learning For several weeks now, we have been researching how the different plans for back to school will impact the consumer. Most schools are doing remote learning, which changes things drastically for families. Recently released data shows that there are 43 million working parents in the U.S. that have at least one child that is 18 or younger that are in elementary school, middle school, or high school. The problem is, of that 43 million, 21.5 million of them do n...
Anxiety and the Markets
August 06, 2020 20:24 - 1 Byte Join us on today’s educational vlog as Greg Powell, President, and CEO of Fi Plan Partners, discusses the anxieties related to our current economy and how you can relieve them. Watch to hear Greg go over topics that include back to school, job loss, retirement, and more! Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth...
#471 Your Portfolio and The Election
August 03, 2020 21:51 - 1 Byte Election Day Count Down Today is August 3rd, which is an important date because we are now three months or roughly 90 days out from election day. That three-month period is very important, from a historical standpoint when it comes to the markets and elections. The markets traditionally do not really pay attention to the elections until we get close to them. Going back to 1928, the S&P 500’s performance in these three months has predicted the outcome of the election 87% of the time. It’s o...
Charitable Giving Strategies and Tax Savings
July 30, 2020 20:27 - 1 Byte Join Jay McGowan, Director of Financial Planning at Fi Plan Partners, on this educational vlog as he shares ways that charitable giving strategies can save you on taxes. Charitable Giving Strategies That Can Save Taxes Donor-Advised Funds Gifts of Appreciated Stock Qualified Charitable Distributions Jay McGowan, CFP®, CPA, PFS Senior Vice President Director of Financial Planning Email Jay McGowan Here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients...
#470 Turning of the Tides?
July 27, 2020 18:49 - 1 Byte Earnings Season This week we turn the tide in earnings season. About 36% of the S&P 500 companies report earnings this week. This will include some very important technology companies. Updates from last week show that about 80% of companies have beat earnings estimates so far. Obviously, don’t read too much into that because earnings season has been pretty bad, year-over-year. However, the good news is that the S&P 500 is up about 1.5% since earnings season kicked off on July 14th. GDP Rep...
GDP
July 23, 2020 21:15 - 1 ByteThe U.S. GDP number will be reported next Thursday, July 30th. In today’s educational vlog Adam discusses what GDP is and how it can affect both the economy and markets. 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 through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of...
#469 The Market Is My Sport
July 20, 2020 22:35 - 1 Byte Sports There is no surprise to anyone that sports is a big business in the United States. If you rewind a little bit, March Madness was one of the first sports related events to get cancelled. This was followed by hockey and the NBA. So far, these sports have accounted for a loss of […] The post #469 The Market Is My Sport appeared first on Fi Plan Partners.
Was The Payroll Protection Act Effective?
July 16, 2020 20:36 - 1 Byte Did the Payroll Protection Act really work? Listen to this educational vlog as Ashley Page explains the PPP and shares whether the program has been helpful during the COVID-19 pandemic. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm […] The post Was The Payroll Protection Act Effective? appeared first on Fi Plan Partners.
#468 Dose of Reality
July 13, 2020 19:16 - 1 Byte Then and Now Reality is hitting this week as we start the second-quarter earnings season. We expect to see some ugly numbers for the second quarter because it was the first all COVID quarter. It will probably the worst quarter we’ve seen in the last 10 years. When the financial crisis occurred, it was […] The post #468 Dose of Reality appeared first on Fi Plan Partners.
CARES Act Update: IRS Notice
July 09, 2020 19:08 - 1 Byte The IRS released a notice that gives guidance on the new provision for Required Minimum Distributions. The CARES Act states that, because of the COVID-19 pandemic, people in 2020 are not required to satisfy their RMDs. Watch this educational vlog to learn more about how this affects you and your IRA. Jay […] The post CARES Act Update: IRS Notice appeared first on Fi Plan Partners.
#467 Worry, Worry, Worry
July 06, 2020 19:11 - 500 Bytes The Wall of Worry The proverbial wall of worry is typically built by bricks of fundamental doubt. The fundamentals have been lacking in information as of late. A lot of the market is technical versus fundamental and the technicians have been very positive. Last week, we saw the S&P 500 hold a very important […] The post #467 Worry, Worry, Worry appeared first on Fi Plan Partners.
Retirement Planning Uncertainty
July 02, 2020 20:36 - 1 Byte Staggering Statistics An article from Investor Business Daily was released over this past weekend that stated that half of all American retirees will have to make big spending cuts within five years of retiring. A study by the Consumer Financial Protection Bureau said that only 51% of Americans that retired between 1992 and 2014 […] The post Retirement Planning Uncertainty appeared first on Fi Plan Partners.
#466 Markets Open, Businesses Closing
June 29, 2020 19:49 - 1 Byte Permanent Closings We are analyzing the Local Economic Impact Report that came out over the weekend from Yelp, a business review company with over 5 million businesses on its platform. The report showed that 41% of businesses have permanently closed due to the virus. Broken out by category, 53% of restaurants are now permanently […] The post #466 Markets Open, Businesses Closing appeared first on Fi Plan Partners.
Inflation vs Deflation
June 25, 2020 19:25 - 500 Bytes Economic Impact With so much government stimulus lately, there has been a lot of talk in the public press about potential inflation. On the other hand, with prices dropping because of the recent pandemic there has also been discussion about deflation. What’s the difference between the two? They are both very important economic […] The post Inflation vs Deflation appeared first on Fi Plan Partners.
#465 The Next 100 Days
June 22, 2020 17:02 - 1 Byte The Market With virus cases spiking, why is the market not trading back like it did in March? A couple of points to make on that question. One, the market knows that it is unlikely that we will have to go into another lockdown. Two, hospitals are better prepared to take on new virus […] The post #465 The Next 100 Days appeared first on Fi Plan Partners.
Our Unique Approach
June 18, 2020 18:24 - 1 ByteAt Fi Plan Partners, we offer a wide range of services to our clients. We use a Democratized Family Office approach which makes the process seamless and more comfortable. It is important for us to provide you with the most personalized advice and services, customizing our personal communications and technology to meet your needs. […] The post Our Unique Approach appeared first on Fi Plan Partners.
#464 Interest Rates and Your Income
June 15, 2020 21:55 - 1 Byte 1981 At first, everybody was excited to learn that the Federal Reserve had dropped interest rates so low. They immediately thought about their mortgage rates and how low loan rates might go and how that could help the economy. We thought it was time, now, to talk about the coming months where people are […] The post #464 Interest Rates and Your Income appeared first on Fi Plan Partners.
Planning With A Purpose
June 11, 2020 20:15 - 1 Byte In this pandemic, with all the economic situations going on, it’s important to know where you are with your money and to know that you are on track to meet your dreams and goals. Here are a few important things to consider when thinking about your Financial Blueprint: First ask, “Why is money important […] The post Planning With A Purpose appeared first on Fi Plan Partners.
#463 Behind the Scenes
June 08, 2020 23:43 - 1 Byte The Facts This recent market environment has been a strong one, but we wanted to go behind the scenes to really look at the facts and figure out what’s really going on. Right now, there are many stocks that are down this year. In regards to sectors, Airlines are down about 52% year-to-date. Banks […] The post #463 Behind the Scenes appeared first on Fi Plan Partners.
The COVID-19 Economic Recovery
June 04, 2020 13:56 - 1 Byte How Owner-Managed Businesses Will Lead The COVID-19 Economic Recovery In the financial planning architecture at Fi Plan Partners, we have many clients and friends that are involved in owner-managed businesses. With that being said, we must have an extremely high order of expertise in this area. In this vlog, you will hear from our […] The post The COVID-19 Economic Recovery appeared first on Fi Plan Partners.
#462 Economic Update
June 01, 2020 18:48 - 1 Byte A Glimmer of Hope Last week, we talked about how we are watching the rising tensions between the US and China very carefully. Over the weekend, China announced that they were pausing part of the trade deal which is already causing some volatility in the markets. However, we are seeing some good things. The […] The post #462 Economic Update appeared first on Fi Plan Partners.
5 Advantages Innovators Have in a Crisis
May 28, 2020 20:01 - 1 ByteIn difficult economic times, Americans tend to get tremendously innovative. New companies and new products historically have been what has led us out of times like these. Here are the 5 ways that entrepreneurs and innovators have taken advantage of the downtime created by this crisis and ones of the past: The founders are […] The post 5 Advantages Innovators Have in a Crisis appeared first on Fi Plan Partners.
#461 Rising Tensions
May 22, 2020 19:30 - 1 Byte Spike in Volatility We saw a spike in volatility last week, starting on Thursday, because of the rising tensions between the US and China. It’s no secret that the tensions have been building in recent weeks as the Chinese government really continues to take heat for the virus. Last week we saw other […] The post #461 Rising Tensions appeared first on Fi Plan Partners.
Cyber Security
May 21, 2020 23:23 - 1 ByteWith the increase in technology and the time we are all spending in environments that are more virtual than normal, it’s important to educate yourself on cyber security. Watch this educational vlog to hear Adam Vansant of Fi Plan Partners give tips on how to protect yourself and your business from malicious cyber activity. […] The post Cyber Security appeared first on Fi Plan Partners.
#460 Realistic Optimism
May 18, 2020 23:04 - 1 ByteLooking Forward Can the market hold these current levels or possibly go higher even though we’re seeing negative jobs numbers week after week? That is a question we continue to get, and the answer is yes. In fact, history says the strongest returns were followed by the worst payroll reports. One historical example that […] The post #460 Realistic Optimism appeared first on Fi Plan Partners.
#459 The Importance of Being Prepared
May 14, 2020 18:49 - 1 Byte Jay McGowan, Director of Financial Planning at Fi Plan Partners, took the time to go over a few things that we have learned from the COVID-19 pandemic from a financial planning perspective. Watch this video to learn why it is important to build a cash emergency fund and how much of that should […] The post #459 The Importance of Being Prepared appeared first on Fi Plan Partners.