Investors' Insights and Market Updates

Market Momentum?

06 Nov 2023

Contributed by Lukas

We are coming off a great week for markets, and in this episode, the Portfolio Team goes over the details behind the positivity and tells what this co...

On Fed and Recession Watch

30 Oct 2023

Contributed by Lukas

We have an important week ahead as the Fed will be in the spotlight. In this week’s episode, the Portfolio Team gives an update on our recession wat...

Exit Strategies for Your Business

25 Oct 2023

Contributed by Lukas

At Fi Plan Partners, we take great pride in working with business owners to help them build, grow, and sell their businesses. Our goal is to help busi...

Watching Spikes Carefully

23 Oct 2023

Contributed by Lukas

In this week’s episode, the Portfolio Team delves into the impact of spiking interest rates, the historical relevance of pre-election years, and the...

Earnings vs. Geopolitical Events

16 Oct 2023

Contributed by Lukas

Headwinds The market has a lot of headwinds and uncertainty right now with a conflict in Israel, questions about what the Federal Reserve will do, and...

Secure Act 2.0: Provisions Effective in 2025 and Beyond

12 Oct 2023

Contributed by Lukas

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in ...

Global Tensions

09 Oct 2023

Contributed by Lukas

In the latest episode, the Portfolio Team dives into the ongoing issues in Israel and the potential impacts on the US markets. With tensions rising an...

Rise Together

02 Oct 2023

Contributed by Lukas

Volatile September Coming into the month of September, we talked about how it’s usually the most volatile month of the year, and history repeated it...

Updates to Your LPL Statements

28 Sep 2023

Contributed by Lukas

We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency a...

Cautiously Optimistic

25 Sep 2023

Contributed by Lukas

Pre-Election Today, we have a chart to help us talk about pre-election years compared to 2023. They say that history doesn’t repeat itself, but it s...

Secure Act 2.0: Provisions Effective in 2024

21 Sep 2023

Contributed by Lukas

Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in ...

Shutdowns and Stress

18 Sep 2023

Contributed by Lukas

Government Shutdowns We are watching news out of Washington D.C. this week for what is expected to be a few weeks of tough negotiations to try and avo...

Secure Act 2.0: What’s New for 2023

13 Sep 2023

Contributed by Lukas

Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the ...

Pullbacks

11 Sep 2023

Contributed by Lukas

Oil Rig Counts Last week marked the tenth consecutive week where the oil rig count in the US didn’t go up. In fact, it has pulled back. The total nu...

September Blues?

01 Sep 2023

Contributed by Lukas

History of September Going back to 1950, September has historically been the worst month for the stock market and the only month of the year where bot...

Debt, Drugs, and Driveways

28 Aug 2023

Contributed by Lukas

Bonds Last week, we discussed how higher interest rates have been the leading cause of market volatility in recent weeks. However, this week, we want ...

Understanding the Four Types of Inflation

24 Aug 2023

Contributed by Lukas

In this educational episode, Ty Miller takes a deep dive into inflation, stagflation, hyperinflation, and deflation. He explains what each of them mea...

Stubborn Markets

21 Aug 2023

Contributed by Lukas

Choppy Conditions Major market indexes ended lower for the third straight week as the 10-year Treasury yield remained near a 16-year high. Investors b...

Zombie Inflation

14 Aug 2023

Contributed by Lukas

Corporate Earnings In a world where the market has a lot of negative news and uncertainty to digest, it’s important to stay focused on one of the bi...

Inflation and the 1970s

02 Aug 2023

Contributed by Lukas

Bond Valuations We’ve been getting many questions about bonds and interest rates recently, so we wanted to give an update on bond prices relative to...

Artificial Intelligence and the Global Economy

02 Aug 2023

Contributed by Lukas

Watch this educational episode to hear Ashley Page talk about the global economic impact that AI could have over the next ten years as well as what pr...

Don’t Hold Your Breadth

31 Jul 2023

Contributed by Lukas

Market Strength We continue to get questions and comments from clients who are surprised at how well the market has performed this year and are asking...

Money Market Stimulus

24 Jul 2023

Contributed by Lukas

In this educational episode, Trey Booth discusses interest paid to investors from money market accounts and explains how those funds could be used to ...

Recession Watch

24 Jul 2023

Contributed by Lukas

Looking for a Break The Fed will be looking at a lot of data this week, which will be used to drive their interest rate decision. Many market particip...

Unique Market Connections

14 Jul 2023

Contributed by Lukas

Inflation The top-line inflation number came in better than expected and going in the right direction. This is the one-year anniversary of when inflat...

Annuity Basics

12 Jul 2023

Contributed by Lukas

Watch this week’s educational episode to hear Ty Miller go over the different types of annuities and explain the importance of each one.   Ty Mille...

Rolling Recession and Rate Hikes

10 Jul 2023

Contributed by Lukas

Rolling Recession The phrase rolling recession is relatively new in economics, but it’s gaining popularity. The U.S. has been experiencing a rolling...

Major Decisions for Your Estate Plan

06 Jul 2023

Contributed by Lukas

In this educational episode, Mark Hume goes over several vital things you need to know about your estate plan, no matter what stage of life you’re i...

Stress Test

03 Jul 2023

Contributed by Lukas

Student Loan Forgiveness vs. Inflation There has been a lot of news coverage of the Supreme Court’s decision to strike down the Biden Administration...

Exploring Stock Market Indexes

29 Jun 2023

Contributed by Lukas

In this educational episode, Trey Booth and Ty Miller provide a comprehensive guide to understanding the different stock market indexes. They delve in...

Russian Roulette

26 Jun 2023

Contributed by Lukas

Unrest in Russia There was an effective attempted coup in Russia over the weekend with the Wagner group. At one point, they were marching on Moscow. H...

Will AI Replace Human Advisors?

22 Jun 2023

Contributed by Lukas

Watch this week’s educational episode to hear Greg Powell and Mark Hume discuss artificial intelligence and how it could play a future role in the f...

Skip or Pause

16 Jun 2023

Contributed by Lukas

Inflation and The Fed Coming into the Fed’s interest rate decision, most market participants expected the Fed not to raise rates, and those expectat...

How to Satisfy Your RMD

15 Jun 2023

Contributed by Lukas

Watch this week’s educational episode to hear the Operations Team discuss Required Minimum Distributions and how the team at Fi Plan Partners will e...

Fed Surprise?

12 Jun 2023

Contributed by Lukas

Global Central Banks A lot is happening this week, but the market-moving event will be the Federal Reserve meeting on Wednesday. For the first time in...

Mortgage Rates

08 Jun 2023

Contributed by Lukas

Mortgage rates have spiked since last year, but how does that impact buyers and their monthly payments? Watch this week’s educational episode to hea...

Headline Market Strength vs. Underlying Weakness

05 Jun 2023

Contributed by Lukas

Economic Tug of War As investment managers, we look at the good and the bad. Last week in our Memorial Day vlog, we discussed the positives we’re se...

Secure Act 2.0: New Laws for 529 Plans

01 Jun 2023

Contributed by Lukas

Watch this week’s educational episode to hear Greg Powell and Jason Hatley review the recent law changes to college saving plans and how they might ...

Blessings and Markets

26 May 2023

Contributed by Lukas

Economic Growth There’s been a lot of recent talk about a pending recession or an economic slowdown, so we wanted to go over a recent report showing...

What is GDP?

25 May 2023

Contributed by Lukas

The term Gross Domestic Product (GDP) frequently appears in our vlogs and in news reports. In this educational episode, Ty Miller provides an in-depth...

Winning with Interest Rates?

22 May 2023

Contributed by Lukas

Inflation Impact on Yields We continue conversing with investors interested in current bonds and savings account yields. Because of that, we wanted to...

Reshoring of US Manufacturing Jobs

18 May 2023

Contributed by Lukas

There has been a lot of talk about moving manufacturing jobs back to the US. Watch or listen to this week’s educational episode to hear Trey Booth g...

Where Are We Going?

15 May 2023

Contributed by Lukas

Will History Repeat Itself? There has been a lot of negative headline news about the slowing economy, high but falling inflation, as well as the fight...

The Federal Reserve and Interest Rates

11 May 2023

Contributed by Lukas

Watch this week’s educational episode to hear Ashley Page talk about the four main factors the Federal Reserve always considers when establishing in...

It’s All In the Wording

08 May 2023

Contributed by Lukas

Interest Rates and The Fed As expected, the Fed has announced its tenth rate hike in thirteen months. The numbers weren’t surprising, but the words ...

New RMD Rules for 2023

03 May 2023

Contributed by Lukas

In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secur...

Fund Flows

01 May 2023

Contributed by Lukas

Banking and The Fed The Federal Reserve’s Open Market Committee will be meeting this week and announcing their decision on interest rates. The marke...

Inflation and Investment Returns

27 Apr 2023

Contributed by Lukas

Inflation has caused many Americans to adjust their budget and spending habits, but how has it impacted investment returns? In this week’s education...

Seven Percent Gauge

24 Apr 2023

Contributed by Lukas

Market History This will be one of the busiest weeks for the first quarter earnings season, and we want to address the concerns around expectations fo...

What is Correlation?

20 Apr 2023

Contributed by Lukas

Listen to this week’s educational episode to hear Ty Miller talk about what correlation means and how it relates to portfolio diversification.   Ty...

Debt Up, Fuel Down

17 Apr 2023

Contributed by Lukas

The Debt Ceiling This week’s market-moving event is around the debt ceiling debate. Investors will watch carefully as the House Speaker gives his sp...

The Client Experience

13 Apr 2023

Contributed by Lukas

Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Oper...

The Misery Index and Markets

10 Apr 2023

Contributed by Lukas

Jobs The jobs report on Friday showed that 236,000 jobs were added to the workforce. The unemployment rate fell to 3.5% from the previous 3.6%, and th...

Understanding SIPC Asset Protection

06 Apr 2023

Contributed by Lukas

In this educational episode, Trey Booth, Chief Investment Officer at Fi Plan Partners, explains the key differences between the Federal Deposit Insura...

Market Seasonality

03 Apr 2023

Contributed by Lukas

Historical April March was volatile, but seasonality patterns prevailed, as stocks performed well in the last half of the month. As you can see in a c...

Banking and the Economy

30 Mar 2023

Contributed by Lukas

Watch or listen to this episode to hear Ashley Page talk about the banking system and how it can have an impact on the overall economy.   Ashley Page...

Is Volatility The New Norm?

27 Mar 2023

Contributed by Lukas

Never Ending Volatility Recently, we’ve been getting questions from clients regarding what seems like never-ending volatility in the market. Because...

Financial Planning Tips for Homeowners

23 Mar 2023

Contributed by Lukas

If you are a homeowner, it’s important to be aware of the key financial planning topics that can help you make informed decisions about your home an...

Be Careful What You Wish For

20 Mar 2023

Contributed by Lukas

All Eyes on The Fed Market participants have wished for the Federal Reserve to pause on rate hikes for many months, and we may see that happen after t...

Finding Tax Documents on Account View

16 Mar 2023

Contributed by Lukas

Watch this week’s educational episode to hear Adam Vansant walk you through how to access tax documents on Account View.   Adam Vansant, AIF®, BFA...

Panic Not Required

13 Mar 2023

Contributed by Lukas

The Banking Industry We want to address what happened last week in the banking industry and explain why the market had such a tough week. Last week th...

Can the Market Hold the Line?

06 Mar 2023

Contributed by Lukas

Interest Rates and Market Performance With the treasury yields spiking higher the past few weeks, we’ve had some questions about higher interest rat...

ETFs Vs. Mutual Funds

02 Mar 2023

Contributed by Lukas

Have you ever wondered what distinguishes ETFs from mutual funds? Our latest educational episode has got you covered! Join Ty Miller in this week’s ...

Inflation and Market Volatility

27 Feb 2023

Contributed by Lukas

The Economy and The Fed   The Fed’s “preferred” inflation gauge, the Personal Consumption Expenditures or PCE, not only came in worse than expe...

Behind the Screens

17 Feb 2023

Contributed by Lukas

You don’t want to miss this week’s special episode of Investors’ Insights, where Greg Powell and Trey Booth answer a popular question that we of...

An 18th Anniversary Celebration

17 Feb 2023

Contributed by Lukas

As we celebrate the 18th anniversary of Fi Plan Partners, we wanted to share a special message from our fearless leader, Greg Powell, to thank you for...

Romance with Inflation

13 Feb 2023

Contributed by Lukas

  Core CPI   This week’s market-moving event could be when the consumer price index report comes out on Tuesday. Expectations are that the annual ...

The Pros and Cons of Preferred Stocks

09 Feb 2023

Contributed by Lukas

In this week’s educational episode, Ashley Page talks about preferred stocks and explains how they are different from bonds and common stocks.   Fi...

Golden Cross

06 Feb 2023

Contributed by Lukas

Technical Analysis   After a strong January for the markets, the question is, can the rally continue? Fortunately, technical analysis helps us answer...

Fed Fury

30 Jan 2023

Contributed by Lukas

Interest Rate Hikes   For the last few years, the market has been 100% focused on what the Federal Reserve was going to do. During Covid, it was very...

Tax Loss Harvesting

26 Jan 2023

Contributed by Lukas

Watch or listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes ...

Charts Don’t Lie

23 Jan 2023

Contributed by Lukas

Market Update   We want to give a quick update on where the market stands as we head into a very important week of corporate earnings. The S&P 500 ha...

Unrealized vs Realized Gains and Losses

19 Jan 2023

Contributed by Lukas

Listen to this week’s educational episode, where Ty Miller talks about taxable events in relation to gains and losses and how to know when it is con...

2023 and You

09 Jan 2023

Contributed by Lukas

Historical Markets   One of the best ways you could describe the 2022 year is with the word volatility. This occurred in the stock and bond market. W...

The Impact of Interest Rates on Housing Costs

05 Jan 2023

Contributed by Lukas

Watch or listen to this week’s educational episode, where Trey Booth talks about the impact that interest rates have on the cost of mortgage payment...

The Fed Grinch

19 Dec 2022

Contributed by Lukas

Inflation Data   The Consumer Price Index (CPI) report that measures inflation ended up being a nice Christmas surprise. The report came in at 7.1%, ...

Innovation Mavericks: Rush Garner, Owner of Rush Wine Cellars

15 Dec 2022

Contributed by Lukas

On this episode of Innovation Mavericks, Greg Powell, CEO of Fi Plan Partners, sits down with Rush Garner, Owner of Rush Wine Cellars, to talk about h...

Inflation: Naughty or Nice?

12 Dec 2022

Contributed by Lukas

Interest Rate Hikes   This year is coming to a close, and very few market participants would disagree with the idea that inflation and the Federal Re...

Low on Energy, High on Jobs

05 Dec 2022

Contributed by Lukas

The Price of Gas   The G7 plus Australia have agreed to implement a $60 price cap on barrels of oil from Russia. The reason that this is impactful is...

Is Your Life Insurance the Best for You?

01 Dec 2022

Contributed by Lukas

In this week’s educational episode, Mark Hume talks about the different types of life insurance and how important it is to make sure what you have i...

Markets, Elections and China

28 Nov 2022

Contributed by Lukas

China Lockdowns   Over the weekend, following the data on Black Friday and holiday shopping, we received news regarding major China protests, across ...

Carving Up Inflation

21 Nov 2022

Contributed by Lukas

Consumer Credit   As we head into the Thanksgiving holiday, we’re also getting closer to the big spending day with Black Friday, and there are a lo...

The Impact of the Elections?

14 Nov 2022

Contributed by Lukas

Consumer Spending and Corporate Profits   While the market will have to wait a few more weeks to get clarity on what the makeup of Congress will look...

2023 Tax Planning

10 Nov 2022

Contributed by Lukas

Recently the IRS released the changes they are making to tax brackets, standard deductions, IRA contribution limits, and more. Watch or listen to this...

Charting the Course

07 Nov 2022

Contributed by Lukas

Fundamentals vs. Technicals   On a chart from our research partners at Strategas shown in this episode, you will see the S&P 500 and what it looked l...

Higher Rates and Your Money

03 Nov 2022

Contributed by Lukas

For the sixth time this year, the Federal Reserve has announced that they are raising interest rates in an attempt to fight inflation. In this episode...

Trends

31 Oct 2022

Contributed by Lukas

Inflation The recent inflation data has been negative, and individuals are feeling the pinch at the pump and the grocery store. Inflation has risen at...

Social Security Cost of Living Adjustments

27 Oct 2022

Contributed by Lukas

In this week’s educational episode, Trey Booth goes over the recent cost of living adjustment announced by the Social Security Administration and ex...

The McRib and Markets

24 Oct 2022

Contributed by Lukas

History of The McRib We have plenty of charts to show today, but perhaps the most interesting chart of the day is about the McRib making a comeback. I...

Inherited IRA Rule Changes

20 Oct 2022

Contributed by Lukas

Listen to this week’s educational episode to hear Jason Hatley go over the recent RMD rule changes that the IRS has announced for inherited IRAs.  ...

Investors’ Wishlist

17 Oct 2022

Contributed by Lukas

Historical Volatility As volatility remains high, we continue to look back at the history of the market to see what could lie ahead as we get closer t...

How the European Energy Crisis Affects the Global Economy

13 Oct 2022

Contributed by Lukas

In this week’s educational episode, Ashley Page talks about the European energy crisis and how it could impact the world and US economy in terms of ...

Good News, Bad News

10 Oct 2022

Contributed by Lukas

Interest Rates & Inflation On Friday, we received the jobs data, which ended up being a quintessential example of how good news turned out to be bad n...

Operations and Year-End Checklist

06 Oct 2022

Contributed by Lukas

Every year we sit down with the Operations team at Fi Plan Partners to point out important things that need to be done before the end of the year, whi...

Cutting Supply

03 Oct 2022

Contributed by Lukas

Oil Price Increase This week, for the first time since 2019, OPEC will be meeting in person in Vienna. The talk of the town, which was moving markets ...

Returning Cash to Shareholders

29 Sep 2022

Contributed by Lukas

Watch or listen to this week’s educational episode where Ty Miller talks about how shareholders can have cash returned to them in different ways, su...

Innovation Mavericks: Michelle and Hunter Norwood, A Little Something Extra Ice Cream

22 Sep 2022

Contributed by Lukas

On this episode of Innovation Mavericks, Greg Powell, CEO of Fi Plan Partners, sits down with Michelle Norwood, Owner of A Little Something Extra Ice ...

All About The Fed

19 Sep 2022

Contributed by Lukas

Inflation Last week the reports showed a higher-than-expected inflation number. We were expecting a 0.1% decrease but instead, we got a 0.1% increase....

Surprising September

12 Sep 2022

Contributed by Lukas

Market Strength There was a lot of strength in the market last week, which is great to see considering we have to contend with the seasonally weak mon...

Election Impact on Markets

08 Sep 2022

Contributed by Lukas

Listen to this week’s educational episode to hear Bobby Norman go over the historical data surrounding the impact that political events, such as ele...