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
#429 2020 IRS Changes
December 05, 2019 21:472020 Changes We wanted to talk about some of the changes that the IRS is making going into 2020. This is a good time to look at this near year end to review your benefits, 401(k)’s, how much you’re deferring into plans amongst many other items. 401(k) & 403(b) The first change we want to […] The post #429 2020 IRS Changes appeared first on Fi Plan Partners.
#428 Markets Aren’t Foreign to U.S.
December 02, 2019 19:46 Client Questions Clients have recently asked why we overweight portfolios in U.S. stocks as opposed to international stocks. A lot of that reason is that we have one of the best economies and one of the strongest markets out there. If you look overseas starting with Europe, you’ll find that they are in a […] The post #428 Markets Aren’t Foreign to U.S. appeared first on Fi Plan Partners.
#427 Life in a Box (Limited Series)
November 27, 2019 18:16Do you know where everything is and what everything is worth? If you don’t, you should. We give you the tools to connect with everything you own so you know what everything is worth no matter where you are or what you do. See what we mean when we say “high tech, high touch” in […] The post #427 Life in a Box (Limited Series) appeared first on Fi Plan Partners.
#426 Food for Thought
November 25, 2019 20:17 Fun Facts We wanted to share a few fun facts to start us off today that we think will help investors and consumers enjoy this upcoming Thanksgiving week. The American Farm Bureau came out with its annual survey of the cost of a Thanksgiving dinner, and it went up from $48.90 to $48.91. It’s […] The post #426 Food for Thought appeared first on Fi Plan Partners.
#425 Your Plan, Our Process
November 21, 2019 21:23 Your Plan, Our Process We’ve shared this before but thought it was important enough to share it again. We wanted to give our viewers a unique opportunity to get a look inside our Financial Planning process and what you can expect during the process of getting a Financial Blueprint for your future. […] The post #425 Your Plan, Our Process appeared first on Fi Plan Partners.
#424 Don’t Stop the Music
November 19, 2019 14:47The Fed We got some great news regarding the Fed last week. They expect inflation to remain stagnant over the next couple of months. This is good news because this would be a luxury for the Fed in that they can run the economy in a more controlled manner without inflation running away. We have […] The post #424 Don’t Stop the Music appeared first on Fi Plan Partners.
#423 Retirement Income Education (Limited Series)
November 14, 2019 19:52Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies. Let’s talk about how Fi Plan Partners can work with you! Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President […] The post #423 Retirement Income Education (Limited Series) appeared first on Fi Plan Partners.
#423 Retirement Income & Education (Limited Series)
November 14, 2019 19:52Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies. Let’s talk about how Fi Plan Partners can work with you! Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President […] The post #423 Retirement Income & Education (Limited Series) appeared first on Fi Plan Partners.
#422 Thank you, Veterans!
November 11, 2019 20:53Happy Veterans Day! We wanted to start by saying thank you to all the veterans who have served and their families for all the sacrifices they’ve made for the sake of our freedom and our country. We would like to make a special shout out to our very own, Felicia Ludlum, for her service. We […] The post #422 Thank you, Veterans! appeared first on Fi Plan Partners.
#421 Insurance (Limited Series)
November 07, 2019 19:34Insurance Proper life insurance is the cornerstone of your family’s Financial Blueprint. Watch this video to find out how you can get prepared. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President Director of Financial Planning Email Jay McGowan Here Fi […] The post #421 Insurance (Limited Series) appeared first on Fi Plan Partners.
#420 High Anxiety
November 04, 2019 20:10Anxious Media There’s so much news out there that causes a lot of tension and anxiety throughout this country and in the markets. That alone has caused some of the high emotions and volatility recently and we thought we would address that in today’s vlog. There’s been talk about the China and U.S. trade wars […] The post #420 High Anxiety appeared first on Fi Plan Partners.
#419 War for Your Wallet (Limited Series)
October 31, 2019 19:23War for Your Wallet Advertisements shout at you to buy today but your future is telling you to save for tomorrow. Who wins the battle for your wallet is up to you. Fi Plan Partners can help you separate your wants from your needs and create a budget to stay on track. Greg Powell, […] The post #419 War for Your Wallet (Limited Series) appeared first on Fi Plan Partners.
#418 Bullish October?
October 28, 2019 20:18 Will it Continue? Part of the bullishness that has happened in October has been because of the Fed. We expect this week, that the Fed will make a third consecutive rate cut. We expect the cut to be more of an insurance cut because of what the Fed is seeing right now which is […] The post #418 Bullish October? appeared first on Fi Plan Partners.
#417 Elder Care (Limited Series)
October 24, 2019 20:28Elder Care Taking care of your parents can be emotional and expensive. You don’t have to go down this road alone. Find out how Fi Plan Partners can help organize all of your parent’s financial information so you can help them where they need you most. Greg Powell, CIMA® President and CEO Wealth […] The post #417 Elder Care (Limited Series) appeared first on Fi Plan Partners.
#416 Earnings Extravaganza
October 21, 2019 19:06 Seesaw Market There’s an earnings extravaganza going on this week. As of Friday, 18% of S&P 500 companies had reported their earnings. Of those companies, 78% of them are beating bottom-line expectations. Entering this week, everything is looking good. It’s hard to see if we can keep up that good pace but it […] The post #416 Earnings Extravaganza appeared first on Fi Plan Partners.
#415 Changes to Social Security and Medicare
October 17, 2019 21:29 Social Security We wanted to give an update on some news dealing with Social Security. Last Thursday the Social Security Administration announced that for 2020 there will be a 1.6% cost of living increase to Social Security benefits. This is good news because it’s obviously a positive adjustment. It’s not as high of an […] The post #415 Changes to Social Security and Medicare appeared first on Fi Plan Partners.
#414 Missing the Point
October 14, 2019 19:09 News with No Action The market seems to be missing the point on some of the big news items of last week. We saw the market shoot up on Friday because of positive news with the China trade front. There was an announcement that there was a preliminary agreement for the future, which seemed […] The post #414 Missing the Point appeared first on Fi Plan Partners.
#413 Business Planning (Limited Series)
October 10, 2019 19:13Business Planning When the time comes, it’s important that you’re prepared for a smooth ownership transition of your business. This video explains how we can work together to prepare a plan for you. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Fi Plan Partners is an independent investment firm […] The post #413 Business Planning (Limited Series) appeared first on Fi Plan Partners.
#412 Dancing in the Market Rain
October 07, 2019 17:51Purchasing Power Reports show that there’s strength in the labor market right now. In September there were 136,000 jobs added into the workforce. The healthcare industry held the most additions. It’s also worth noting that in the previous two months the jobs number was revised and ended up being higher by 45,000 jobs. The jobs […] The post #412 Dancing in the Market Rain appeared first on Fi Plan Partners.
#411 Long-Term Bonds
October 03, 2019 18:20Long-Term Treasury Bond We want to discuss treasuries and the long-term Treasury bond. It’s a topic that doesn’t come up too often because things don’t typically change in long-term treasuries. However, the reason this has become a topic, and something we think is worth exploring, is that there’s been a lot of talk with rates […] The post #411 Long-Term Bonds appeared first on Fi Plan Partners.
#410 News or the Markets?
September 30, 2019 19:32The Month of Volatility The month of October has historically been volatile. This month could follow that trend due to the recent impeachment talk last week. There’s a historical significance surrounding impeachments with Nixon and Clinton. When President Nixon was impeached, the market was already crashing and was heading into a recession. However, with President […] The post #410 News or the Markets? appeared first on Fi Plan Partners.
#409 Increased Savings
September 26, 2019 17:05Savings Rate The savings rate is going up during an economic expansion. Why does that matter? Usually, Americans will save more when they’re coming out of the backside of a recession. This happens because they’re trying to restore their balance sheet and get their debt down because there’s still a little bit nervousness coming out […] The post #409 Increased Savings appeared first on Fi Plan Partners.
#408 Really?
September 23, 2019 21:37The Farm Friday, the market traded down because news came out that the negotiations on the U.S. and China tariffs talks were cut short and the market reacted to that. The Chinese decided not to visit a farm in Montana and instead decided to head back home. How many times have you been on a […] The post #408 Really? appeared first on Fi Plan Partners.
Democratized Family Office
September 19, 2019 15:57Democratized Family Office What sets Fi Plan Partners apart from the rest? We are a democratized family office that provides comprehensive financial planning and understand that we have a fiduciary responsibility and obligation to uphold our ethics and integrity. It is important to us to provide you with the most personalized advice and services, customizing […] The post Democratized Family Office appeared first on Fi Plan Partners.
#407 Oil Rising – Fed On The Hot Seat
September 16, 2019 19:44Drone Strikes There was big news released over the weekend. An unexpected drone strike was carried out on a Saudi oil facility. That drove oil futures to go up 15%. That’s the biggest intraday jump in almost 20 years. While the U.S. is energy independent, the rest of the globe is not. This is a […] The post #407 Oil Rising – Fed On The Hot Seat appeared first on Fi Plan Partners.
#406 Roth IRA vs. Traditional IRA
September 12, 2019 19:47Traditional IRA We often have clients ask questions about whether they should put additional funds into a Traditional IRA or a Roth IRA and the answer to that question depends on each person’s situation. The general rule of thumb is that if you are in a higher tax bracket now than you think you will […] The post #406 Roth IRA vs. Traditional IRA appeared first on Fi Plan Partners.
#405 How Bad Is It?
September 09, 2019 21:21 Media Impact There’s a lot of discussion in the media about the recent job growth in August. We are hearing a lot of negativity around that report, but we don’t think it’s all so bad. There’s still growth and we still have consumer confidence. The reason we point this out is because unemployment is […] The post #405 How Bad Is It? appeared first on Fi Plan Partners.
#404 How Women Are Driving Markets
August 30, 2019 15:08 Driving Markets Women are driving financial markets in two major ways. Demographics like this dictate what products are bought and how they are distributed. These underlying themes are very important when reviewing what types of companies emerge at a later date. These two ways include leadership and purchasing patterns. Leadership If you go back […] The post #404 How Women Are Driving Markets appeared first on Fi Plan Partners.
#403 Alabama Secretary of State John Merrill
August 29, 2019 16:31 Alabama Secretary of State John Merrill Alabama Secretary of State John Merrill has dedicated his life to public service, from his youth as an Eagle Scout and SGA President at The University of Alabama to his professional career in the West Alabama Chamber of Commerce and Tuscaloosa County public schools. A native of Heflin, […] The post #403 Alabama Secretary of State John Merrill appeared first on Fi Plan Partners.
#402 From Sea to Shining Sea
August 26, 2019 19:59 Imports & Exports For the fourth week in a row, the trade talk and banter back and forth has caused volatility in the markets. On Friday, China said it was going to impose an additional $75 billion on U.S. imports. That includes a 25% levy on U.S. autos. In the vlog today, we have […] The post #402 From Sea to Shining Sea appeared first on Fi Plan Partners.
#401 Online Financial Tools
August 22, 2019 20:29Online Financial Tools Fi Plan Partners reviews over some of the many online financial tools we have to offer. This includes a quick walk-through of our website. It also includes the steps needed to download our app icon and how to navigate through the tabs in an easy and seamless manner. Adam Vansant, AIF® […] The post #401 Online Financial Tools appeared first on Fi Plan Partners.
#400 Interest Rates & Focus
August 19, 2019 19:42Jackson Hole, Wyoming The Federal Reserve has its annual policy symposium coming up, which is a raucous good time out in Jackson Hole, Wyoming. This Symposium is taking on more of an important role because there are theories out there that the Fed may announce a rate cut, unofficially, at this meeting or at least […] The post #400 Interest Rates & Focus appeared first on Fi Plan Partners.
#399 Congressman Bradley Byrne
August 15, 2019 19:57Congressman Bradley Byrne Bradley Byrne – a lifelong resident of Southwest Alabama – is currently serving his fourth term in the U.S. House of Representatives. Bradley has committed much of his life to improving the quality of life for Alabamians dating back to his time on the State Board of Education, in the Alabama State […] The post #399 Congressman Bradley Byrne appeared first on Fi Plan Partners.
#398 Year of the Pig
August 12, 2019 21:24 The Number 9 If you are familiar with Chinese horoscopes, this is the “Year of the Pig”. It is also a year ending in the number 9 and historically the Chinese tends to not like these years. One example is what happened in 1989 with Tiananmen Square. Hong Kong is currently experiencing a lot […] The post #398 Year of the Pig appeared first on Fi Plan Partners.
#397 China – Tariffs vs Trends
August 08, 2019 21:31 Tariffs vs Trends In the short-term we are going through a tariff and trade war issue right now that’s been a topic for almost a year. We have seen the Fed lower the interest rates slightly to deal with manufacturing weakness. The point we want to make is, as important as tariffs are in […] The post #397 China – Tariffs vs Trends appeared first on Fi Plan Partners.
#396 Give & Take
August 05, 2019 19:51 Double Whammy Volatility is back in the markets. We kind of had a double whammy last week as the S&P 500 traded back more than 3%. The double whammy started with the Fed cutting rates, which was expected as we talked about it on the vlog last week. The Fed chairman, Jerome Powell, did […] The post #396 Give & Take appeared first on Fi Plan Partners.
#395 Business Cycles Today
August 01, 2019 19:16Business Cycle – Now & Then Are business cycles longer now then they use to be and what impact does that have on my portfolio? Business cycles today are not the same as you may have seen in the 70’s and 80’s. The typical standard of business cycles during the 70’s and 80’s was around […] The post #395 Business Cycles Today appeared first on Fi Plan Partners.
#394 Moment of Truth
July 29, 2019 18:26Cutting Rates The week is finally here where the Fed is expected to cut rates even though we have a strong economy. The question becomes will they cut .5% or .25%? If you look at Jerome Powell’s commentary from the last few weeks, he has highlighted the weaknesses and downplayed the strong data. Consumer On […] The post #394 Moment of Truth appeared first on Fi Plan Partners.
#393 The SECURE Act
July 25, 2019 20:16The SECURE Act In recent news you may have heard about The SECURE Act. This stands for Setting Every Community Up for Retirement Enhancement Act. It’s a large act that could drastically impact retirement plan legislation. In the past, people have had access to pension plans. As most of you know, that access is going […] The post #393 The SECURE Act appeared first on Fi Plan Partners.
#392 Data Hogs & Market Movers
July 22, 2019 19:33Earnings Season The biggest week of earnings season is here! The potential market mover could be the GDP report that will be released. Economists are saying the GDP report will come out at around 2.1% which is below the 2019 first-quarter numbers. It was 3.1% for that first quarter. There could be a few bright […] The post #392 Data Hogs & Market Movers appeared first on Fi Plan Partners.
#391 Creative Planning (Limited Series)
July 18, 2019 19:59Creative Planning In wealth management, creative thinking is both an art and a science. Let Fi Plan Partners help you incorporate creative ideas in order to visualize your potential future outcomes. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President Director of Financial […] The post #391 Creative Planning (Limited Series) appeared first on Fi Plan Partners.
#390 Shock Wave
July 15, 2019 19:35 Trade War Impact We received good and bad news over the weekend. The good news is that our economy has been growing for 121 months since the last recession. The concerning news is that China just reported that they’ve had the slowest growth in 27 years. This shows that we’re starting to see an […] The post #390 Shock Wave appeared first on Fi Plan Partners.
#389 Your Greatest Assets (Limited Series)
July 11, 2019 21:14Your Greatest Assets Sometimes it helps to know someone is in your corner. Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, […] The post #389 Your Greatest Assets (Limited Series) appeared first on Fi Plan Partners.
#388 Inflation…What About Deflation?
July 08, 2019 21:10To Cut Or Not To Cut Federal Reserve Chairman, Jerome Powell, will testify this week to Congress and the Senate. Afterwards, we should have a better understanding of what will happen with rates. However, until a decision is made later this month, it will be all about the Fed. There are two sides to this. […] The post #388 Inflation…What About Deflation? appeared first on Fi Plan Partners.
#387 You Got This (Limited Series)
July 03, 2019 17:06You Got This Millennials can face many different financial challenges while moving through life. At Fi Plan Partners we can help guide parents as well as their children to face their unique financial goals. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President […] The post #387 You Got This (Limited Series) appeared first on Fi Plan Partners.
#386 Fireworks, Gas Prices & Vacation
July 01, 2019 17:18 Trade War Truce Great news! Over the weekend a trade-war truce was made between China and the United States. This truce puts a hold on an additional $300 billion worth of new tariffs. However, there’s still some uncertainty due to there still being tariffs that remain in place which could continue to cause a […] The post #386 Fireworks, Gas Prices & Vacation appeared first on Fi Plan Partners.
#385 We See You (Limited Series)
June 27, 2019 17:48We See You Post-graduation debt can be overwhelming when you’re working hard to build your future. See how we can work together to create a financial plan that addresses your needs and supports your goals. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice […] The post #385 We See You (Limited Series) appeared first on Fi Plan Partners.
#384 Trucking Along
June 24, 2019 19:42 Shipping Trouble A couple of weeks ago we talked about all the reasons we’re bullish on the economy and the markets. This week we want to talk about our concerns, and one is shipping. The reason we look at shipping is because it’s known as the arterial system of our economy and could be […] The post #384 Trucking Along appeared first on Fi Plan Partners.
#383 Taking Control (Limited Series)
June 20, 2019 15:59Taking Control We understand the challenges that women face. In this video, learn how Fi Plan Partners can deliver financial guidance to help you pursue your goals. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, CFP®, CPA, PFS Senior Vice President Director of Financial Planning Email Jay McGowan […] The post #383 Taking Control (Limited Series) appeared first on Fi Plan Partners.
#382 Under Water
June 17, 2019 19:41What Will The Fed Do? The Fed will be meeting this week and what we think will be very important is the verbiage that they use. Will the Fed decide to change the rates or not? Not only will they be making a statement about their interest rate policies, but they will also be making […] The post #382 Under Water appeared first on Fi Plan Partners.