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
#381 Protecting Those You Love Most (Limited Series)
June 13, 2019 17:57Protecting Those You Love Most Learn more about financial strategies that can help women protect themselves and their families, should something unfortunate occur. Fi Plan Partners can help build out those strategies in order to protect those you love most. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay McGowan, […] The post #381 Protecting Those You Love Most (Limited Series) appeared first on Fi Plan Partners.
#380 Shark Attacks
June 10, 2019 19:55 “Shark Attack” Markets We have picked this topic because, recently, I was at a gathering and somebody mentioned they were going to the beach. In the process someone said, “I just heard that a girl was swimming and got attacked by a shark and lost her leg” and everybody became very concerned and starting […] The post #380 Shark Attacks appeared first on Fi Plan Partners.
#379 It Takes a Village (Limited Series)
June 06, 2019 20:09It Takes a Village Take steps now to ensure that your investment in your child’s higher education will be a sound investment, as it was for you. 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 #379 It Takes a Village (Limited Series) appeared first on Fi Plan Partners.
#378 Where’s The Blind Side?
June 03, 2019 19:28Consumer Impacts Why do we talk about the consumer every week? Consumer spending makes up two-thirds of all U.S. economic activity, which is a lot. Personal income increased 0.1% in March and increased 0.5% in April. That’s an additional $27 billion in consumer savings from March to April. How is consumer spending related to consumer […] The post #378 Where’s The Blind Side? appeared first on Fi Plan Partners.
#377 Goals (Limited Series)
May 30, 2019 18:14Goals Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. Fi Plan Partners can help set you on the right path and ensure you stay the course. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jay […] The post #377 Goals (Limited Series) appeared first on Fi Plan Partners.
#376 Happy Memorial Day!
May 23, 2019 19:24 Thank You We want to thank those who have previously served in the military, those who are currently serving, and all their families who have made sacrifices for our country. We also want to give a special shout-out to our very own, Felicia Ludlum, and a huge thank you to all who have made […] The post #376 Happy Memorial Day! appeared first on Fi Plan Partners.
#375 Asset Location
May 23, 2019 18:58 Location & Allocation When building portfolios you usually hear a lot about asset allocation which is typically the mix of stocks and bonds within a portfolio. One other important criteria for developing and building an efficient portfolio is asset location. Asset location is referring to the type of account in which you strategically choose […] The post #375 Asset Location appeared first on Fi Plan Partners.
#374 U.S. Trade Deal
May 20, 2019 20:46 USMCA We finally got some good news out of the trade war talks last week as the United States, Mexico and Canada came to an agreement on removing steel and aluminum tariffs. It was good to see something positive after last week’s talk about the Chinese trade war. It was named The United States-Mexico-Canada […] The post #374 U.S. Trade Deal appeared first on Fi Plan Partners.
#373 Understanding Federal Debt
May 16, 2019 19:35 Federal Debt We wanted to talk about federal debt in context of the cost of the government carrying this debt. If you talk to some people you might hear that this debt is out of control. People can agree or disagree if this an accurate assumption. Federal debt is at a record high. However, […] The post #373 Understanding Federal Debt appeared first on Fi Plan Partners.
#372 Trade Storms
May 13, 2019 21:24 What Could Happen The U.S. imported $539 billion worth in goods from China in 2018. However, we exported $120 billion worth. The U.S. has a lot more to put tariffs on than China does. The Chinese economy is hurting right now while ours is holding strong. We’ve been looking at different research and have […] The post #372 Trade Storms appeared first on Fi Plan Partners.
#371 Consumer Debt: A Closer Look
May 09, 2019 18:32 Context We want to take a closer look at consumer debt and how it’s important to keep this topic within context. If you look at some of the specifics it can appear that the consumer is overextended. This is something that could be concerning from an economic standpoint. If the consumer is overleveraged like […] The post #371 Consumer Debt: A Closer Look appeared first on Fi Plan Partners.
#370 The Art of the Squeal
May 06, 2019 18:45 China Going into last week there were a lot of reports that the U.S. was coming back on its demands for protecting property rights and protecting cyber security. It looked like we were getting closer to utilizing our strong points. However, over the weekend, the administration came out and said they wanted to increase […] The post #370 The Art of the Squeal appeared first on Fi Plan Partners.