Investors' Insights and Market Updates

Celebrating 20 Years of Fi Plan Partners

18 Feb 2025

Contributed by Lukas

Join us as we celebrate 20 incredible years of Fi Plan Partners! From day one, Greg Powell built our firm on the foundation of making a real differenc...

Headwinds vs. Tailwinds

14 Feb 2025

Contributed by Lukas

Tune into this week’s episode as our Portfolio Team explores inflation, consumer spending, and business confidence, and how these factors could impa...

It’s a H.I.T.

10 Feb 2025

Contributed by Lukas

This week, we’re diving into critical topics that are top of mind for many—housing, inflation, and technicals. Join the Portfolio Team as they dis...

Slippery Slope

03 Feb 2025

Contributed by Lukas

Join the Portfolio Team for today’s episode as they dive deep into the slippery slope of tariffs. Hear Trey Booth and Ty Miller discuss the latest m...

AI Influence vs. Market Breadth

27 Jan 2025

Contributed by Lukas

In this week’s episode of Investors’ Insights, the Portfolio Team dives into the impact of AI developments and market breadth, highlighting both c...

Topics for a Historical Day

17 Jan 2025

Contributed by Lukas

From the impact of Fed rate hikes and rising oil prices to the latest housing market trends and earnings projections, our Portfolio Team is diving dee...

The Risk of Relying on Average Returns to Make Financial Decisions

16 Jan 2025

Contributed by Lukas

In this educational episode, Trey Booth discusses the hidden risks of using average returns to make financial decisions. He illustrates how relying so...

Rates, Rates, Rates

13 Jan 2025

Contributed by Lukas

Tune in to this week’s episode as the Portfolio Team dives into the impact of rising interest rates, the debt ceiling, and key technical indicators ...

Headlines for 2025

24 Dec 2024

Contributed by Lukas

Happy New Year! As we kick off 2025, we’re diving into the biggest topics shaping the year ahead. Watch as our Portfolio Team explores everything fr...

Navigating Elder Care

23 Dec 2024

Contributed by Lukas

Caring for aging parents can be emotionally and financially challenging, but with the right planning, you can make the process easier. Watch this insi...

Gifting a Financial Plan

20 Dec 2024

Contributed by Lukas

Give the gift of financial security to your loved ones this holiday season with a personalized Financial Blueprint from Fi Plan Partners. From retirem...

Santa Claus Rally?

16 Dec 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team discusses the Federal Reserve’s upcoming rate cut and its potential to fuel a Santa Claus rally amid sh...

The Four Intangible Capitals

12 Dec 2024

Contributed by Lukas

Watch this episode to learn about the four intangible capitals and how they can significantly increase the value of your business. Bobby Norman and Ro...

It’s Not a Guessing Game

09 Dec 2024

Contributed by Lukas

Join us for the latest episode of Investor Insights where our Portfolio Team dives into the data driving today’s markets and the strategies shaping ...

Understanding Your Credit Score

05 Dec 2024

Contributed by Lukas

In this educational episode, Ty Miller explains the key factors that make up your credit score. Watch as he shares practical tips for improvement and ...

December to Remember?

02 Dec 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team discusses key market trends heading into the final weeks of 2024, focusing on seasonality, supply chain i...

The Importance of Saving Early

26 Nov 2024

Contributed by Lukas

In this special educational episode, Bobby Norman discusses the critical importance of saving early for retirement and how starting sooner can signifi...

Home for the Holidays

25 Nov 2024

Contributed by Lukas

In this episode, the Portfolio Team discusses the latest updates on Thanksgiving costs, including a welcome decrease in the price of dinner for 10. Th...

Year-End Deadlines

21 Nov 2024

Contributed by Lukas

Join us for this week’s episode, where the Operations Team, along with Bobby Norman, reviews important year-end deadlines, including required minimu...

Rates, Housing, and Markets

18 Nov 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team discusses the current state of interest rates, the housing market, and their broader impact on the econom...

Elections, Rates, and Stocks

09 Nov 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team discusses the impact of recent elections, Federal Reserve rate cuts, and historical market trends on inve...

The Decisions for the Week

04 Nov 2024

Contributed by Lukas

Watch this episode to hear the Portfolio Team discuss the decisions shaping the market this week, particularly amid the upcoming elections and a pivot...

What is a 1031 Exchange?

31 Oct 2024

Contributed by Lukas

Watch this educational episode to hear Robert Moody discuss 1031 exchanges and ways they can be beneficial. Learn how to defer capital gains taxes whe...

Eight Days Out

28 Oct 2024

Contributed by Lukas

Watch this episode to hear the Portfolio Team discuss the implications of the upcoming election on market performance. They delve into the historical ...

Client Correspondence and Account View 2.0

24 Oct 2024

Contributed by Lukas

Watch this episode to hear Adam Vansant discuss the ins and outs of Client Correspondence and Account View 2.0. He’ll cover everything you need to k...

Pause or Refresh?

21 Oct 2024

Contributed by Lukas

In this episode, the Portfolio Team discusses pressing concerns surrounding global geopolitics and its effects on the markets. We share insights on hi...

What The Market Is Telling Us

14 Oct 2024

Contributed by Lukas

Election and Markets With the election just a few weeks away, we’re seeing a lot of polls come out. And naturally, they’re going to show different...

Innovation Mavericks: Andy J. McFetridge, Head of Strategic Relationships and Investment Specialists, John Hancock Investment Management

10 Oct 2024

Contributed by Lukas

In this episode, Greg Powell sits down with Andy McFetridge to explore the journey of business owners navigating their visions for the future—whethe...

Jobs Earned, Jobs Saved

07 Oct 2024

Contributed by Lukas

In this episode, the Portfolio Team explores the crucial role jobs play in shaping key economic indicators. They discuss the Federal Reserve’s inter...

Volatility, China, and Jobs

30 Sep 2024

Contributed by Lukas

Historically marked by volatility during election years, October brings many questions to the forefront. In this week’s episode, the Portfolio Team ...

Maximizing Value in a Buy-Sell Agreement

26 Sep 2024

Contributed by Lukas

Don’t miss this week’s episode featuring Mark Hume as he explores the benefits of buy-sell agreements for businesses. Tune in to discover how thes...

Fed Cut, Now What?

23 Sep 2024

Contributed by Lukas

Last week, the Federal Reserve made the decision to cut interest rates, which will impact the economy and markets. In this episode, the Portfolio Team...

The Cost of Buying and Selling Real Estate

19 Sep 2024

Contributed by Lukas

Join us as Ashley Page dives into the history of personal real estate transaction costs in the United States. Discover how and why these costs are bec...

Fed on the Move

16 Sep 2024

Contributed by Lukas

Join our Portfolio Team as they explore the Federal Reserve’s upcoming interest rate decision. Watch as they break down the historical trends of rat...

Earnings, The Fed, and Deficit

09 Sep 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team analyzes the Federal Reserve’s focus on jobs and inflation, market volatility, and corporate America’...

Explaining the Market’s Fear Gauge

29 Aug 2024

Contributed by Lukas

We invite you to join Ty Miller as he delves into the intricacies of the CBOE Volatility Index (VIX), commonly known as the market’s fear gauge. In ...

Jobs Lost, Housing Found

26 Aug 2024

Contributed by Lukas

Join us this week as our dedicated Portfolio Team delves into the latest economic data, providing you with valuable insights on the US job market, hou...

Innovation Mavericks: Jeff Brabant, Vice President, Federal Government Relations- NFIB

22 Aug 2024

Contributed by Lukas

Join us for an in-depth discussion with two leading voices in small business advocacy: Greg Powell, President and CEO of Fi Plan Partners, and Jeff Br...

Unnecessary Fear

19 Aug 2024

Contributed by Lukas

Watch this week’s episode to gain insights from the Portfolio Team as they analyze the recent market volatility and the ongoing media discussions. T...

Is This Normal?

12 Aug 2024

Contributed by Lukas

Join us for our latest episode, in which the Portfolio Team provides valuable insights into the recent market volatility. Discover how current economi...

Pullback or Bubble?

05 Aug 2024

Contributed by Lukas

Watch this episode in which the Portfolio Team delves into the intricacies of recent market volatility, offering insights on market pullbacks, interes...

Target Date Funds

01 Aug 2024

Contributed by Lukas

In this week’s educational episode, Bobby Norman delves into target date funds available in workplace retirement plans. He outlines what these funds...

Changes Coming?

29 Jul 2024

Contributed by Lukas

We are excited to bring you this week’s episode, which is filled with essential information. This will be a very important week as we receive update...

Estate Planning for Blended Families

26 Jul 2024

Contributed by Lukas

Watch this week’s episode to hear Mark Hume, CFP®, provide tips and guidance on navigating the complex process of estate planning for blended famil...

No Politics, Market Insights

22 Jul 2024

Contributed by Lukas

Join us in this week’s episode as the Portfolio Team addresses recent events in the news and what this means for both current markets and insight on...

Business Owner Readiness

11 Jul 2024

Contributed by Lukas

Gain a wealth of knowledge from our latest educational episode where Bobby Norman and Robert Moody delve into the crucial aspects of Business Owner re...

Bring on Earnings

10 Jul 2024

Contributed by Lukas

In the current market climate that is filled with uncertainty surrounding when the Fed will cut rates and the upcoming election, the significance of p...

Business Attractiveness

10 Jul 2024

Contributed by Lukas

We are excited to invite you to join us in this week’s educational episode, where Bobby Norman and Robert Moody delve into the crucial topic of buye...

AI-EI-O

08 Jul 2024

Contributed by Lukas

Step into the world of Artificial Intelligence, energy, and infrastructure with this week’s episode. Watch as the Portfolio Team explores how these ...

Fireworks in the Second Half?

28 Jun 2024

Contributed by Lukas

As we enter the second half of the year, the stock market is showing positive momentum, but concerns loom regarding elevated valuations and overbought...

Innovation Mavericks: Mitch York, Certified EOS Implementer®

27 Jun 2024

Contributed by Lukas

Join Greg Powell, President and CEO of Fi Plan Partners, and Mitch York, EOS Implementer® in an engaging discussion on leveraging the Entrepreneurial...

Client Concerns

24 Jun 2024

Contributed by Lukas

Dive into this week’s episode as the Portfolio Team addresses pressing client questions on the implications of artificial intelligence and concerns ...

Ten, Ten, 2020

17 Jun 2024

Contributed by Lukas

Join us in this week’s episode as the Portfolio Team delves into key insights for navigating the summer months, including market concentration drive...

Better Richer Fuller: Owning a Business

13 Jun 2024

Contributed by Lukas

Are you a Business Owner feeling anxious about your financial future? Let Greg Powell’s book, Better Richer Fuller, be your guide. In this week’s ...

Fed Up, Stock Supply Down

10 Jun 2024

Contributed by Lukas

Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Le...

Understanding SBA Loans

06 Jun 2024

Contributed by Lukas

Dive into this week’s episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable i...

Election and The Economy

03 Jun 2024

Contributed by Lukas

Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of...

Forming an Exit Strategy

23 May 2024

Contributed by Lukas

As a business owner, it’s crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those cri...

It Matters

20 May 2024

Contributed by Lukas

Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valua...

How Can a CEPA Help You?

15 May 2024

Contributed by Lukas

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a...

Fed Dilemma

13 May 2024

Contributed by Lukas

Watch this episode where the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic ...

Topics That Business Owners Overlook

09 May 2024

Contributed by Lukas

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week’s episode as they delve into essential topics often overlooked by ...

Market Returns and Fed Policy

06 May 2024

Contributed by Lukas

Dive into this week’s episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. ...

Qualified Charitable Distributions

01 May 2024

Contributed by Lukas

In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for indiv...

Dividends and Liquidity Matter

29 Apr 2024

Contributed by Lukas

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn mor...

Taking the Good With the Bad

22 Apr 2024

Contributed by Lukas

The Portfolio Team at Fi Plan Partners constantly analyzes market trends, both positive and negative. Watch this week’s episode to hear them discuss...

Corporate America’s Balance Sheet Versus The US Treasury

18 Apr 2024

Contributed by Lukas

Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate Ameri...

Masters and the Markets

15 Apr 2024

Contributed by Lukas

Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors ...

Bull Market Top?

08 Apr 2024

Contributed by Lukas

Dive into the topic of market volatility with our Portfolio Team in this week’s episode. Gain insights into what the Portfolio Team looks at during ...

Important Tax Reminders

04 Apr 2024

Contributed by Lukas

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja ...

Debt and Earnings on the Rise

01 Apr 2024

Contributed by Lukas

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable...

End of a Negative Era

25 Mar 2024

Contributed by Lukas

Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the...

Commercial Real Estate Vacancies

21 Mar 2024

Contributed by Lukas

Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the und...

Higher Inflation vs. Higher Productivity

18 Mar 2024

Contributed by Lukas

The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as wel...

What is a Stock Split?

14 Mar 2024

Contributed by Lukas

In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose...

Valuations and Expectations

11 Mar 2024

Contributed by Lukas

Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watc...

Consumers, Cars, and Gasoline

04 Mar 2024

Contributed by Lukas

Consumer Strength We’ve been enjoying a strong equity market overall, but as always, we are looking at our leading economic indicators. The strength...

Inflation and P/E Ratio

29 Feb 2024

Contributed by Lukas

Inflation has been a hot topic in recent years, and for good reason. It can have a significant impact on the stock and bond markets. In this week’s ...

Government Shenanigans

26 Feb 2024

Contributed by Lukas

In this week’s episode, the Portfolio Team delves into the potential government shutdown and its impact on the economy. They also provide updates on...

Nineteen Years of Celebration

16 Feb 2024

Contributed by Lukas

Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market ...

Maximizing Employee Benefits

15 Feb 2024

Contributed by Lukas

As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSA...

Facts Over Emotion

12 Feb 2024

Contributed by Lukas

Geopolitical Events In a meeting last week, a client mentioned how they are worried about the conflict in the Middle East and with Russia and Ukraine ...

Exciting News and Introductions

07 Feb 2024

Contributed by Lukas

We are thrilled to welcome Robert L. Moody III, CFP®, CEPA®, to our Financial Planning team at Fi Plan Partners. In this episode, he sits down with ...

Payouts and Rate Cuts

05 Feb 2024

Contributed by Lukas

Get ready for an insightful episode as the Portfolio Team discusses market performance, interest rates, and dividends. Watch the full episode and see ...

Weather, Containers, and Markets

29 Jan 2024

Contributed by Lukas

Gas Prices and Interest Rates After the last Federal Reserve meeting in November, the market started pricing in six rate cuts based on the Fed’s opt...

Will The US Dollar Remain The Reserve Currency?

25 Jan 2024

Contributed by Lukas

As the world’s most widely used currency for international transactions, the US dollar has been the dominant reserve currency for decades. However, ...

Conflicts Near and Far

22 Jan 2024

Contributed by Lukas

Join us for a discussion with the Portfolio Team at Fi Plan Partners as they delve into the latest developments in the Middle East, the upcoming elect...

Reserved Optimism

12 Jan 2024

Contributed by Lukas

The year has started off with choppy markets as the uncertainty of the Fed cutting interest rates continues to cause volatility. Tune in to watch this...

Beyond the Market Headlines

08 Jan 2024

Contributed by Lukas

While the media may only be reporting on surface-level headlines, we like to provide our viewers with a behind-the-scenes look at what’s really goin...

Economic Indicators

04 Jan 2024

Contributed by Lukas

Join us for this week’s episode where Ty Miller shares his insights on the different economic indicators that we monitor to gauge the health of the ...

The Importance of an Umbrella Policy

21 Dec 2023

Contributed by Lukas

In this episode, Mark Hume provides valuable insights on the significance of umbrella policies and how they can be essential in protecting your assets...

Home Insurance

21 Dec 2023

Contributed by Lukas

Home insurance costs have been on the rise in recent years. This trend of charging more for less coverage has become increasingly common with insuranc...

Rate Cut Grinch

18 Dec 2023

Contributed by Lukas

Join us for this week’s episode where the Portfolio Team goes over the investors’ wish list, providing insights and analysis on specific items, an...

Trends vs. Reality

11 Dec 2023

Contributed by Lukas

Jobs As we look forward to 2024, we also want to reflect on 2023. We came into this year with many economists calling for a recession and a significan...

Year-End Deadlines

07 Dec 2023

Contributed by Lukas

With the end of the year fast approaching, it’s vital to stay on top of important financial tasks like taking your RMD, charitable donations, IRA co...

Finish The Job

04 Dec 2023

Contributed by Lukas

Waves of Inflation It was a great November for the stock and bond markets, as the threat and uncertainty of future rate hikes from the Fed have now tu...

Deposits vs. Loans

27 Nov 2023

Contributed by Lukas

Join the Portfolio Team as they dive into the recent housing data, interest rates, and historical data surrounding market performance in election year...

Thankful Markets

20 Nov 2023

Contributed by Lukas

The Impact of Inflation on Thanksgiving Every year, we review this data, and it has been rough for the last few years. It’s been a long time since w...

The Impact of Interest Rates on Corporate America

16 Nov 2023

Contributed by Lukas

Are higher interest rates helping or hurting Corporate America? Watch this week’s educational episode to hear Trey Booth go over the details related...

Inflation High, Water Levels Low

13 Nov 2023

Contributed by Lukas

In this episode, the Portfolio Team goes over the data they look at on an ongoing basis to keep a pulse on the economy and the markets. Watch the full...