Fi Plan Partners

Cash Under Your Mattress


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Cash may feel safe, but over time, inflation can quietly reduce its purchasing power. In this week’s episode of Educational Insights, Mark Hume discusses how $10,000 held in cash compares to $10,000 invested over the long term and explains why having a portion of your portfolio invested in equities has historically been an important part of building and preserving wealth.

Watch to learn more.

Mark Hume, CFP®

Senior Vice President
Wealth Consultant
Email Mark Hume here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

No strategy can ensure success or protect against a loss.

Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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