Investors' Insights and Market Updates

Insights on Tariffs and Market Movement Last week was a heavy one for markets. As we noted earlier, there was significant potential for volatility driven by macroeconomic data, and that's exactly what unfolded. Between a lower-than-expected GDP print, a soft jobs report, and heightened geopolitical tension around trade, the result was increased market uncertainty. The […] The post Decisions and Deadlines first appeared on Fi Plan Partners.

A provision in current tax law allows individuals to make qualified charitable distributions directly from their IRAs before reaching their required minimum distribution age. Watch this week's Educational Insights episode as Mark Hume breaks down how this strategy remained unchanged through recent legislation and how it may offer tax advantages. Watch to learn more.   […] The post Charitable Giving Strategy first appeared on Fi Plan Partners.

Consumer Confidence and Household Resilience This week brings several important economic indicators, and consumer confidence is the top among them. Despite headlines about tariffs and slowing savings yields, the consumer remains surprisingly strong. We hear from clients that bank savings account yields are declining, and that's supported by the data: peak yields from money market […] The post How Soon We Forget first appeared on Fi Plan Partners.

As generational wealth shifts hands, new priorities and perspectives are rising to the forefront. Watch this week's educational episode where Ashley Page breaks down how this transformation is influencing everything from charitable giving to long-term planning. Watch to learn more.   Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here   […] The post How Women are Impacting Wealth Transfer first appeared on Fi Plan Partners.

The Small Business Boost Recent legislation, the One Big Beautiful Bill Act, has introduced significant tax incentives for small and medium-sized businesses, and these changes are already generating widespread interest. This is no surprise, as businesses with fewer than 500 employees make up more than 80% of total employment in the U.S. Specifically, companies with […] The post Charts You Need to See first appeared on Fi Plan Partners.

Retirement plans aren't one-size-fits-all and choosing the right one can make a big difference for your future. Watch this week's educational episode where Ty Miller breaks down the key options, including some that many investors overlook. Watch to learn more.   Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here   Fi Plan […] The post Retirement Plan Options first appeared on Fi Plan Partners.

Corporate Earnings: What to Watch and Why It Matters Earnings are always a major driver of the stock market, but this season carries even greater weight than usual. As economist Larry Kudlow famously said, “Earnings are the mother's milk of stock market growth.” This earnings season is particularly important because of how much has changed […] The post Second Half and Earnings first appeared on Fi Plan Partners.

Watch this week's educational episode where Trey Booth unpacks a surprising perspective on America's $50 trillion debt. You might be shocked at how small that number looks when you see what it's up against. Watch to learn more.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners […] The post How Large is the US Debt? first appeared on Fi Plan Partners.

This week on Investors' Insights, we break down the newly passed legislation that's making headlines, and the under-the-radar debt ceiling implications that could shake up liquidity and the markets. From hidden risks to potential market winners, now's the time to understand what's inside this thousand-page bill and what it could mean moving forward. Watch the […] The post Not Just a Bill first appeared on Fi Plan Partners.

From the Senate's sweeping new tax bill to July's historical market strength, this week's vlog breaks down the key headlines worth watching. With rate cuts, housing shifts, and technical trends in play, now's the time to stay informed. Watch the full episode to see what it all could mean for markets and the economy moving […] The post Market Strength in July? first appeared on Fi Plan Partners.

In this episode of Investors' Insights, we break down the key forces shaping the markets: tax reform, oil prices, and technical signals. With the Senate's new tax bill diverging sharply from the House version, we explore its potential impact on both markets and personal finances. We also examine how rising oil prices may benefit producers […] The post Taxes, Oil, and Technicals first appeared on Fi Plan Partners.

In this episode, Adam Vansant and Sonja McGittigan break down smart, proactive strategies to get ahead of key year-end planning items like RMDs, IRA contributions, and more. They also highlight the importance of keeping your beneficiaries and accounts up to date. Learn how taking small steps now can simplify things later and discover the tools […] The post Mid-Year Outlook first appeared on Fi Plan Partners.

This week on Investors' Insights, we cut through the noise with facts, not emotions, on market reactions to geopolitical tensions, historical data, and the Fed's latest moves. Tune in for timely insights on how these developments could shape markets and the economy in the second half of 2025.   Greg Powell, CIMA® President and CEO […] The post Facts Not Emotions first appeared on Fi Plan Partners.

In this episode, the Portfolio Team pulls back the curtain on market momentum, revealing why the data paints a more optimistic picture than the headlines suggest. Greg Powell and Bobby Norman break down key profit trends, surprising economic signals, and what they could mean for the months ahead. Watch now to learn more about today's […] The post Behind The Curtain first appeared on Fi Plan Partners.

In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, explore external exit strategies for business owners, including private equity, strategic buyers, open market sales, and more. Learn how to navigate these complex options to maximize your business's value when selling outside the family or team.   Bobby Norman […] The post Selling a Business: External Options first appeared on Fi Plan Partners.

In this week's episode, The Portfolio Team reveals a surprising $225 billion stimulus flowing to small businesses and breaks down how strong earnings, and growing tariff uncertainty, are shaping the market outlook. Don't miss this timely and insightful conversation. Watch to learn more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell […] The post Better Than Expected first appeared on Fi Plan Partners.

In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, dive into key internal exit options for business owners, from intergenerational transfers to selling to employees. Tune in to learn the pros, cons, and strategies to ensure your business's successful transition when the time comes.   Bobby Norman, CFP®, […] The post Selling a Business: Internal Options first appeared on Fi Plan Partners.

In this episode, the Portfolio Team unpacks the $300 billion shift in U.S.-China trade talks, its impact on market momentum, and key updates on the new tax bill. Tune in for insights on whether this rally has staying power, and what investors should be watching next.   Greg Powell, CIMA® President and CEO Wealth Consultant […] The post Confidence Building? first appeared on Fi Plan Partners.

In this episode of Investors' Insights, the Portfolio Team breaks down the latest developments from the U.S. and China trade talks and what the 90-day tariff reprieve could mean for the markets. They also cover key updates from the newly proposed tax bill, highlighting potential changes that could impact individuals, small businesses, and investors alike. […] The post Hot off the Press first appeared on Fi Plan Partners.

The market can't ignore the signals the Fed is sending, and we're unpacking what the data really means. In this episode of Investors' Insights, our Portfolio Team breaks down key technical indicators, interest rate expectations, and why GDP headlines may not tell the whole story. Watch or listen to understand the signals behind the market […] The post Market Resistance first appeared on Fi Plan Partners.

In this educational episode, Ty Miller explains what bonds are, how they are rated, and how they can serve as a strategic asset in certain portfolios. Watch the full episode to learn how bonds fit into a portfolio in today's markets.   Ty Miller, AIF® Associate Vice President Wealth Consultant Email Ty Miller here Fi […] The post Understanding Bonds first appeared on Fi Plan Partners.

From global tariffs to U.S. corporate earnings, our Portfolio Team breaks down the key market forces they're tracking and explains how history may be repeating itself. Watch this episode to see how they're connecting the dots and preparing for what's ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby […] The post It's All Relative first appeared on Fi Plan Partners.

The tax deadline brought more than just returns—it triggered a major shift in liquidity that could ripple through the markets. In this week's episode of Investors' Insights, the Portfolio Team unpacks the surprising implications for stocks, interest rates, future government spending, and more. Watch to learn how tax receipts, valuations, and capital expenditures are shaping […] The post Numbers Behind the Noise first appeared on Fi Plan Partners.

Last week was one of the most volatile for markets in years, but we've got some encouraging news on inflation and valuable insights from our recession checklist. Don't miss this breakdown from our Portfolio Team to better understand what's really happening behind the headlines. Watch this episode to see the data and hear what they […] The post Recession Checklist first appeared on Fi Plan Partners.

In this week's episode, the Portfolio Team breaks down the chaos and uncertainty in today's market, offering valuable insights on navigating the turbulence. Watch to hear about historical trends, tariffs, and how to stay calm amidst the noise.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, […] The post Don't Panic first appeared on Fi Plan Partners.

In this episode, the Portfolio Team does a deep dive into the crucial topics of stock ownership, buybacks, and the impact of upcoming trade tariffs—providing valuable insights into how these factors could influence the economy and markets moving forward. Watch to stay ahead of the curve on these key issues and more.   Greg Powell, […] The post Ownership, Buybacks, and Trade first appeared on Fi Plan Partners.

In this episode, the Portfolio Team explores the upcoming tariff changes and their potential effects on industries like pharmaceuticals, autos, and more. Watch the full episode to gain insights into how these tariffs could shape the future of the markets and economy.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here […] The post Talking Tarrifs first appeared on Fi Plan Partners.

Markets are seeing some volatility, but the key insights behind the headlines might surprise you. Watch this episode to hear our Portfolio Team discuss how inflation, market corrections, and policy uncertainty could shape the future of the economy and markets.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, […] The post Buried in the News first appeared on Fi Plan Partners.

In this educational episode, Ashley Page explores the impact of declining energy costs on both small businesses and large industries in the U.S. Watch the full episode to discover how this shift could affect the economy and more.   Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners […] The post The Economic Impact of Energy Costs first appeared on Fi Plan Partners.

In this episode, the Portfolio Team breaks down key data trends to help you navigate the current economic landscape amidst volatility and headlines. From tax refunds boosting consumer spending to a deeper dive into GDP and employment shifts, they explore critical factors driving market momentum. Watch to learn about these market-moving topics and more!   […] The post Stay Focused first appeared on Fi Plan Partners.

Did you know you can start building your child's credit history before they even turn 18? Watch to learn how an early credit boost can set them up for financial success later in life.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm […] The post Building Your Child's Credit History Early first appeared on Fi Plan Partners.

Join us for this week's episode of Investors' Insights, where the Portfolio Team explores market volatility, economic trends, and expectations for 2025. Watch as they review the key data points shaping the economic landscape ahead.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director […] The post Expectations first appeared on Fi Plan Partners.

Discover how America's natural gas advantage is shaping global energy markets and what it could mean for your everyday expenses. Watch our latest episode with Trey Booth to learn about the balance between cost, export, and the potential impact on your electric bill.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey […] The post America's Natural Gas Advantage first appeared on Fi Plan Partners.

A potential government shutdown is on the horizon, but how could it impact the markets? In our latest episode, the Portfolio Team breaks down the situation, offering valuable insights on the potential effects and what to expect moving forward. Watch now to learn more about this and other important topics.     Greg Powell, CIMA® […] The post Government Shutdown? first appeared on Fi Plan Partners.

Join Adam Vansant and Sonja McGittigan as they review tax deadlines, how to quickly access your tax forms, and tips for making sure your 2024 IRA contributions are in before Tax Day. Watch now for simple steps to get your taxes in order and make the most of this year's filing process!   Adam Vansant, […] The post Tax Time Insights first appeared on Fi Plan Partners.

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 difference in people's lives. Hear from our team as they share their passion, dedication, and the values that have shaped two decades of success. Watch and experience the […] The post Celebrating 20 Years of Fi Plan Partners first appeared on Fi Plan Partners.

Tune into this week's episode as our Portfolio Team explores inflation, consumer spending, and business confidence, and how these factors could impact the market in 2025. Watch to learn about the possible challenges and opportunities ahead.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® […] The post Headwinds vs. Tailwinds first appeared on Fi Plan Partners.

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 discuss how rising mortgage rates are impacting housing affordability, the latest inflation trends, key technical levels in the market, and more. Watch this episode to gain valuable insights you don't want to […] The post It's a H.I.T. first appeared on Fi Plan Partners.

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 market impacts, how tariffs are affecting the economy, and what's really happening behind the scenes. Watch to gain valuable insights and learn what these trends could mean for the […] The post Slippery Slope first appeared on Fi Plan Partners.

In this week's episode of Investors' Insights, the Portfolio Team dives into the impact of AI developments and market breadth, highlighting both challenges and opportunities in the current economic landscape. Trey and Bobby explore how recent news from China is influencing market sentiment, while also celebrating positive signs of broader market participation beyond the tech […] The post AI Influence vs. Market Breadth first appeared on Fi Plan Partners.

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 deep into the key topics shaping the economy in 2025. Tune in, on this historical day, as they break down the challenges and opportunities that lie ahead.     Greg […] The post Topics for a Historical Day first appeared on Fi Plan Partners.

In this educational episode, Trey Booth discusses the hidden risks of using average returns to make financial decisions. He illustrates how relying solely on averages can be misleading, using a real-world scenario that highlights the impact of market cycles on retirement planning. Watch to learn how to avoid these common risks.   Trey Booth, CFA®, […] The post The Risk of Relying on Average Returns to Make Financial Decisions first appeared on Fi Plan Partners.

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 shaping the market in 2025. Watch to gain valuable insights and learn what these trends could mean for the markets, economy, and more.     Greg Powell, CIMA® President and […] The post Rates, Rates, Rates first appeared on Fi Plan Partners.

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 from the rise of artificial intelligence to the growing challenges of national debt—and much more. Stay tuned for insights from the Fi Plan Partners team on how these trends could […] The post Headlines for 2025 first appeared on Fi Plan Partners.

Caring for aging parents can be emotionally and financially challenging, but with the right planning, you can make the process easier. Watch this insightful video with Bobby Norman and Mark Hume to learn the essential documents every family should have in place and how proactive financial planning can help you and your loved ones navigate […] The post Navigating Elder Care first appeared on Fi Plan Partners.

Give the gift of financial security to your loved ones this holiday season with a personalized Financial Blueprint from Fi Plan Partners. From retirement and education planning to budgeting and legacy goals, a Financial Blueprint can be a thoughtful, lasting gift that helps set the foundation for a prosperous future. Click the link below to […] The post Gifting a Financial Plan first appeared on Fi Plan Partners.

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 shifting inflation trends. They also explore the growth of market breadth, with small and mid-cap stocks leading the charge. Watch to find out what all of this means as we head […] The post Santa Claus Rally? first appeared on Fi Plan Partners.

Watch this episode to learn about the four intangible capitals and how they can significantly increase the value of your business. Bobby Norman and Robert Moody, both Certified Exit Planning Advisors, break down how each capital impacts enterprise value and offer insights to help business owners grow and prepare for a successful sale.   Bobby […] The post The Four Intangible Capitals first appeared on Fi Plan Partners.

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 tomorrow's decisions. Hear their insights on valuations, market trends, global events, and more.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® […] The post It's Not a Guessing Game first appeared on Fi Plan Partners.

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 highlights the importance of credit freezes as an extra layer of security to protect against identity theft and unauthorized credit activity. Watch to learn more—this is an episode you don't […] The post Understanding Your Credit Score first appeared on Fi Plan Partners.

In this week's episode, the Portfolio Team discusses key market trends heading into the final weeks of 2024, focusing on seasonality, supply chain improvements, and housing market recovery. They also highlight the impact of Federal Reserve rate cuts and low inflation, which could set the stage for a strong finish to the year. Watch to […] The post December to Remember? first appeared on Fi Plan Partners.