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
#458 The Great Reopening
May 11, 2020 22:10 - 1 Byte Rough Unemployment Numbers On Friday, the DLS reported that a little over 20 million Americans lost their jobs month over month for the month of April. That is the worst job loss on records which pushed unemployment rates north of 14%. What was interesting is, part of that 20 million, roughly 17 million, believe […] The post #458 The Great Reopening appeared first on Fi Plan Partners.
Technology & Innovation for Business Owners
May 07, 2020 20:54 - 1 Byte This vlog covers the top 10 ways for business owners to be innovative and use technology to their benefit during this current and changing time. Tune in to watch Felicia Ludlum, Adam Vansant, and Brian Collins of Atomic Pictures, dive into the details and give insight on how to focus on the future […] The post Technology & Innovation for Business Owners appeared first on Fi Plan Partners.
#457 Dancing Bears or Raging Bulls
May 04, 2020 19:03 - 1 Byte Uncertainty With the uncertainty around the Coronavirus, it is almost comforting to see the markets trading down over something that we are a little bit familiar with. The news broke that there are escalating tensions between the U.S. administration and the Chinese administration about trade and supply chain. It’s negative to the market […] The post #457 Dancing Bears or Raging Bulls appeared first on Fi Plan Partners.
Staying Afloat in the Pandemic Flood – Webinar
April 30, 2020 18:43 - 1 Byte Ashley Page and Jay McGowan of Fi Plan Partners partnered with Contangy, Brooks, Smith & Prophete, LLP to do a webinar regarding employment laws, small business loans, and the CARES Act. If you own a business or have been affected by COVID-19, this information is for you. Webinar agenda: 1. Tom Scroggins and […] The post Staying Afloat in the Pandemic Flood – Webinar appeared first on Fi Plan Partners.
#456 Bull or Bear – Fork in the Road
April 27, 2020 22:37 - 500 Bytes Stimulus Today, the second round of stimulus money, which is $310 billion, is set to be available. In our prior blogs, we have talked about the $350 billion and the fact that it was exhausted about 13 days. This round will probably be like that, if not faster. The good news this that this […] The post #456 Bull or Bear – Fork in the Road appeared first on Fi Plan Partners.
5 Major Supply Chain Issues
April 23, 2020 21:49 - 1 Byte Supply Chain Issues In this video, Ashley Page lays out the 5 major supply chain issues that are not related to China, that need solving surrounding 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 in […] The post 5 Major Supply Chain Issues appeared first on Fi Plan Partners.
#455 Follow the Data
April 20, 2020 22:33 - 1 Byte New Data New rounds of testing have found that the infection rate is 10-50 times higher than the original estimates. That sounds terrible, but it means the denominator for figuring out the death rate was potentially a lot larger than initially suspected when it came to the Coronavirus. Instead of the original death […] The post #455 Follow the Data appeared first on Fi Plan Partners.
What Is The Stock Market?
April 16, 2020 15:25 - 1 Byte The 500 Often when you hear people talk about the market, they’re talking about the S&P 500. The S&P 500 is a representation of the 500 largest publicly-traded companies in the United States. When you hear that the market or the S&P 500 is down 200 points or down a percentage, that doesn’t necessarily […] The post What Is The Stock Market? appeared first on Fi Plan Partners.
#454 Getting Back to the Future
April 13, 2020 21:31 - 1 Byte The Checklist In the past few weeks, the market has traded up on the news that the virus cases are starting to peak. We think the true test is going to start this week and continue into the next couple of weeks as the market tries to digest the first-quarter earnings reports. We […] The post #454 Getting Back to the Future appeared first on Fi Plan Partners.
CARES Act – IRA Provisions
April 09, 2020 17:42 - 1 Byte Coronavirus-Related Distributions Coronavirus-Related Distributions are distributions of up to $100,000, made from IRAs, employer-sponsored retirement plans, or a combination both, which are made in 2020 by an individual who has been impacted by the Coronavirus because they: Have been diagnosed with COVID-19; Have a spouse or dependent who has been diagnosed with COVID-19; Experience […] The post CARES Act – IRA Provisions appeared first on Fi Plan Partners.
Graduate Uncertainty – A Message To The Class of 2020
April 08, 2020 19:00 A Message To The Class of 2020 In this 18-minute video, Greg Powell of Fi Plan Partners gives a powerful speech to those graduating during these historic times. Watch to learn how to navigate through this job market and how to make yourself stand out. Greg Powell, CIMA® President and CEO Wealth […] The post Graduate Uncertainty – A Message To The Class of 2020 appeared first on Fi Plan Partners.
Graduate Uncertainty – A Message To The Class Of 2020
April 08, 2020 19:00 - 1 Byte A Message To The Class of 2020 In this 18-minute video, Greg Powell of Fi Plan Partners gives a powerful speech to those graduating during these historic times. Watch to learn how to navigate through this job market and how to make yourself stand out. Greg Powell, CIMA® President and CEO Wealth […] The post Graduate Uncertainty – A Message To The Class Of 2020 appeared first on Fi Plan Partners.
#453 Eye of The Storm
April 06, 2020 23:31 - 1 ByteBuilding a Consistent Base During this crisis and market downturn, we are watching the S&P 500 very closely to see where buyers are coming in to add support. The market is looking for the floor and then looking to build a wall and a ceiling around it. We are watching very closely for that 2344 […] The post #453 Eye of The Storm appeared first on Fi Plan Partners.
Lessons Learned From The 2008 Financial Crisis
April 02, 2020 21:17 - 1 Byte What did the Fed learn from the 2008 Financial Crisis that they are applying now for our benefit and COVID-19? We were very interested to see so we did some research. Did the federal reserve learn and improve? The answer is yes. There are 4 ways that the Federal Reserve is reacting to […] The post Lessons Learned From The 2008 Financial Crisis appeared first on Fi Plan Partners.
The CARES Act for Individuals
April 01, 2020 20:21 - 1 ByteThe CARES Act for Individuals In this video, Jay McGowan, Director of Financial Planning at Fi Plan Partners, goes over some essential information from the Coronavirus, Aid, Relief, and Economic Security Act and talks about how it affects individuals. Watch the video to learn about everything you see here plus much more! Cash Payments: $1,200 […] The post The CARES Act for Individuals appeared first on Fi Plan Partners.
SBA Loans & The Pandemic
March 31, 2020 19:41 - 1 Byte Everything You Need To Know About SBA Loans On Saturday, March 21st, Alabama’s application was granted by the SBA to extend disaster loans to small businesses affected by COVID-19. As a result, businesses in Alabama are now eligible to apply for these disaster loans that can be used to pay fixed debts, payroll, accounts […] The post SBA Loans & The Pandemic appeared first on Fi Plan Partners.
#452 Coronacation is Over
March 30, 2020 22:36 - 1 BytePerspective People are asking us to put into perspective the $2 trillion financial aid package that was passed by Congress last week. We will be putting out a detailed video on this topic later in the week but will go over a few things now. For starters, the U.S. economy generates $22 trillion of […] The post #452 Coronacation is Over appeared first on Fi Plan Partners.
401(k) Uncertainties
March 26, 2020 22:02 - 1 Byte Positive Outlook We wanted to take this time to talk to you about your 401(k) and what we’re seeing during this historic time with the pandemic and COVID-19 virus. You may be asking yourself, “What am I going to do regarding my retirement and how will my 401(k) be impacted”? There’s a variety […] The post 401(k) Uncertainties appeared first on Fi Plan Partners.
Planning in Uncertain Times
March 25, 2020 19:55 - 1 Byte Where Are You Financially? When things are uncertain, we want to provide you with knowledge and help you understand where the information you’re hearing is coming from. We want to show you how it impacts you and if it’s going to change your life in any way. We can help you with any […] The post Planning in Uncertain Times appeared first on Fi Plan Partners.
#451 Health and Wealth – Stay Safe
March 23, 2020 20:10 Market Questions Over the past couple of weeks we’ve had a lot of common questions from clients regarding everything going on. We wanted to address some of those for our viewers. One question we’ve had is, will the market stop and close for a few days and the answer is no. If the market […] The post #451 Health and Wealth – Stay Safe appeared first on Fi Plan Partners.
Pandemic Planning
March 19, 2020 21:01 Pandemic Planning In times like these, it’s more critical than ever to focus on your Financial Blueprint. Do you have a plan in place that helps you navigate through worst-case scenario times? In this video, Greg Powell & Jason Hatley talk about the planning strategy that Fi Plan Partners has in place for panic […] The post Pandemic Planning appeared first on Fi Plan Partners.
#450 Keep the Questions Coming
March 16, 2020 20:25 Addressing the Elephant in the Room We like to have open dialogue, communication and discussion with our clients. Especially during times when we have volatility and news coming at you left and right. Fi Plan Partners wants to keep you updated on a regular basis, not only with this vlog, but also from the […] The post #450 Keep the Questions Coming appeared first on Fi Plan Partners.
The Lifestyle Room & International Travel – Your Financial House Series
March 12, 2020 23:43 International Travel In the Lifestyle Room of the Your Financial House Process, one thing that stands out the most is vacations and with that comes traveling. We are aware of the current situation, however, if you must travel at all, this video highlights the things that are most important. Watch this special video of […] The post The Lifestyle Room & International Travel – Your Financial House Series appeared first on Fi Plan Partners.
The Lifestyle Room & Mortgage Needs – Your Financial House® Series
March 12, 2020 23:11 Mortgage Needs Your Mortgage is a huge part of your lifestyle which is why this topic falls under the Lifestyle Room in our Your Financial House® process. With the Fed recently lowering interest rates that means refinancing your current mortgage or purchasing a new home may now be more of an attractive option for […] The post The Lifestyle Room & Mortgage Needs – Your Financial House® Series appeared first on Fi Plan Partners.
Coronavirus – Navigating Through The Panic
March 12, 2020 21:02History Our president and CEO, Greg Powell has been in the business for 39 years. Over that time period, a lot has happened in the markets to include the Iran hostage crisis in 1981 where banks closed and mortgage rates were 19%. In 1987, the stock market crashed. In 1990-1991, Saddam Hussein invaded Kuwait. […] The post Coronavirus – Navigating Through The Panic appeared first on Fi Plan Partners.
#449 Diversification Matters
March 09, 2020 21:17 Major Tension This hasn’t been a dull start to the week, at all. We have a lot to talk about today and one is crude oil prices. Saudi Arabia and Russia have major tension right now. Saudi Arabia cut oil prices over the weekend and Russia came back and said they would not […] The post #449 Diversification Matters appeared first on Fi Plan Partners.
The Lifestyle Room – Your Financial House® Series
March 05, 2020 22:10 Dreams and Goals At Fi Plan Partners, we like to emphasize the fact that you can talk about market returns on your money all day long, but in reality, you need a Financial Blueprint in place to know where you are and where you want to be. A Financial Blueprint can help within the […] The post The Lifestyle Room – Your Financial House® Series appeared first on Fi Plan Partners.
#448 Fear Trades
March 02, 2020 23:12 Virus Volatility There’s a lot of emotion and facts flying around right now that may not be fully organized to counter the current fear trades that are happening. That causes volatility in the market. The market has been down 12% over the past seven trading days. It was the highest weekly volume we’ve seen […] The post #448 Fear Trades appeared first on Fi Plan Partners.
Operations at Fi Plan Partners
February 27, 2020 22:26 Operations One of our goals at Fi Plan Partners is to provide 5-star service to our clients. Our Operations team takes charge and makes sure things are done in the most efficient way possible. With our team knowing each one of our clients personally, the interactions that we have are customized, down to […] The post Operations at Fi Plan Partners appeared first on Fi Plan Partners.
#447 Panic Over Profits
February 24, 2020 22:27 Earnings & Emotion The media has been buzzing lately with various topics but the headlines that have been lost are regarding corporate America’s impressive performance in the fourth quarter. Those numbers are significantly important. Profit growth was up 3.1% and if you take out the energy sector, it was up 6%. Expectations were […] The post #447 Panic Over Profits appeared first on Fi Plan Partners.
#446 The Basics of Estate Planning
February 20, 2020 22:42 Who Needs Estate Planning? Often when people hear estate planning, they think that it might not apply to them. They think because they don’t have a significant amount of net worth that it’s not something they need to investigate. However, everyone needs an estate plan regardless of your financial situation. Working with a […] The post #446 The Basics of Estate Planning appeared first on Fi Plan Partners.
#445 Financial Planning Basics
February 14, 2020 21:56 Financial Planning Basics This video covers general financial planning tips that apply to everyone. Jay McGowan, Director of Financial Planning at Fi Plan Partners, takes a deep dive into the details of what you should do to get on track to prepare for your future. A few of the topics discussed are: • Defining […] The post #445 Financial Planning Basics appeared first on Fi Plan Partners.
#444 SECURE Act of 2020
February 13, 2020 21:07 The SECURE Act of 2020 In this vlog, the Director of Financial Planning at Fi Plan Partners, Jay McGowan, gives insight about the two most impactful provisions within the SECURE Act of 2020. The information in this video will help you understand more about the SECURE Act and how it can affect you, specifically, […] The post #444 SECURE Act of 2020 appeared first on Fi Plan Partners.
#443 Bring it Home
February 10, 2020 20:28 Valentine’s Day Spending It is the last significant week of earnings season and so far, earnings are up 2.3% since last quarter. Reports show that 70% of companies are beating expectations which is a solid number. We’ve been talking about it for 3 weeks now. If earning season can be strong, that’s going […] The post #443 Bring it Home appeared first on Fi Plan Partners.
Fi Plan Partners Portfolio Strategies Team
February 06, 2020 21:03The Portfolio Strategies Team The Fi Plan Partners Portfolio Strategies Team explains how your portfolio ties into your Financial Blueprint™ to help you work toward your dreams and goals. They explain the strategies used to make sure each client’s portfolio is operating the way it should be and how we are unique in that we […] The post Fi Plan Partners Portfolio Strategies Team appeared first on Fi Plan Partners.
#442 The Impact of Iowa
February 03, 2020 18:39 Coronavirus Last week, we discussed how the Coronavirus could have a short-term impact, but that earnings were important. We are the middle of earnings season. We saw some good earnings reports Tuesday, Wednesday and Thursday that drowned out the noise surrounding the Coronavirus. On Friday, we had some multi-national firms miss earnings. We also […] The post #442 The Impact of Iowa appeared first on Fi Plan Partners.
Your Financial House™ – Financial Planning
January 30, 2020 21:20 Financial Planning In this video, we talk about our Your Financial House™ process here at Fi Plan Partners. We have a unique process that we use with our clients to talk about their lives because numbers don’t always tell us the whole story. The house symbolizes family, relationships, and all the issues that you […] The post Your Financial House™ – Financial Planning appeared first on Fi Plan Partners.
#441 The Impact of The Coronavirus
January 27, 2020 22:56 Coronavirus We’ve received a lot of questions from clients about how the coronavirus is affecting the market. Honestly, it’s becoming a global epidemic. For the most part, is contained in China right now with over 3000 cases including 80 deaths. However, those numbers are growing. Out of those cases, 5 of them were in […] The post #441 The Impact of The Coronavirus appeared first on Fi Plan Partners.
Business Consulting
January 23, 2020 22:23 Business Consulting Fi Plan Partners has offered Business Consulting as a service since its founding. Being able to offer that type of service is one of the things that makes us unique and helps us to stand out among other wealth management firms. What is Business Consulting? It’s the process of helping our clients […] The post Business Consulting appeared first on Fi Plan Partners.
#440 The Power of the Entrepreneur (Limited Series)
January 16, 2020 20:46The Power of the Entrepreneur Business owners work around the clock to take care of their customers, employees, and family. That’s why they need an advisor team to help take care of them. Fi Plan Partners specializes in helping entrepreneurs and their families. We provide a range of services, one being business consulting. Get in […] The post #440 The Power of the Entrepreneur (Limited Series) appeared first on Fi Plan Partners.
#439 Women Take the Lead
January 13, 2020 19:02Girl Power For the second time ever, women in the United States have more job count than men do. This has only happened once before back in 2010 after the financial crisis. However, the only reason women had more jobs at the point in time was from men losing their jobs in the manufacturing and […] The post #439 Women Take the Lead appeared first on Fi Plan Partners.
#438 Until Death Do Us Part
January 09, 2020 22:18Until Death Do Us Part Death is an awkward topic. It’s not easy to talk about, especially when you lose a loved one. It is, however, a very important discussion that needs to be had in the financial planning process. The advantage of working with a democratized family office, such as Fi Plan Partners, is […] The post #438 Until Death Do Us Part appeared first on Fi Plan Partners.
#437 Deep Breath, New Year
January 06, 2020 21:55Middle East Noise Middle East crisis events happening right now and as we look at historical standards to see how the market reacts it shows a little bit of positivity. No guarantees, but historically, stocks and oil tend to outperform defensive assets like gold and treasuries in the months after a Middle East crisis. We […] The post #437 Deep Breath, New Year appeared first on Fi Plan Partners.
#436 Decade in Review
December 30, 2019 22:23Interesting Facts This has been a decade of growth having a lot to do with the last decade ending on such a sour note. The bull market turns 129 months old this December. This has provided way to a good 2019. We have seen a lot of central banks around the globe pumping money into […] The post #436 Decade in Review appeared first on Fi Plan Partners.
#435 Spend Less Than You Earn (Limited Series)
December 26, 2019 15:40Spend Less Than You Earn Do your children know the golden rule of personal finance? Help them avoid debt by showing them this short video that emphasizes the importance of spending less than you earn. Start off 2020 with a plan to add money to your bank account each month instead of subtracting. This is […] The post #435 Spend Less Than You Earn (Limited Series) appeared first on Fi Plan Partners.
#434 Merry Market
December 23, 2019 20:08 2020 Optimism Only a few more days until we close out this year. Going into 2020 there’s a lot of positive things happening. We know people have questions about all the political issues going on right now and how that will make an impact on the overall market. Basically, at this point, we’re seeing […] The post #434 Merry Market appeared first on Fi Plan Partners.
#433 Business Owner (Limited Series)
December 19, 2019 16:28Do you or someone you know own a business? Do you have a solid plan in place for your business? Succession planning for business owners provides a vision for the future, mitigating distractions and uncertainties. If you don’t have a plan in place or if you have a plan and need it evaluated, that’s […] The post #433 Business Owner (Limited Series) appeared first on Fi Plan Partners.
#432 Has the Fog Lifted?
December 16, 2019 21:00Three Big Factors There are three big things that have seemed to cause uncertainty in the markets the last two years. Those include the trade war, Brexit and the Fed. We received a lot of good news on all three of these last week. In regards to the trade war, the phase one deal agreement […] The post #432 Has the Fog Lifted? appeared first on Fi Plan Partners.
#431 The Dress Rehearsal (Limited Series)
December 12, 2019 17:51The Dress Rehearsal We plan for big events for weeks, months, even years but there’s one event that many of us do not prepare for and that’s our last one. What would happen to our families if we were to suddenly not be there to provide for them? That’s why it’s important to have an […] The post #431 The Dress Rehearsal (Limited Series) appeared first on Fi Plan Partners.
#430 London Bridge is Falling Down?
December 09, 2019 21:15 Optimistic This week the UK is hosting a general election which will decide who has the majority in the House of Commons there. Boris Johnson called this special election to try and strengthen his majority so that he’d be able to pass a Brexit bill through the house that can then go into the […] The post #430 London Bridge is Falling Down? appeared first on Fi Plan Partners.