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 forward.

Greg Powell, CIMA®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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 and why technical indicators continue to signal market strength despite global tensions.

Watch now for timely insights on how these developments could impact the markets and the economy.

Greg Powell, CIMA®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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 we offer to make updates seamless and stress-free.

Adam Vansant, AIF®, BFA™

Sonja McGittigan

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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 market.

Greg Powell, CIMA®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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 CFP®, AIF®, CEPA®

Robert Moody, CFP®, CEPA®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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®, AIF®, CEPA®

Robert Moody, CFP®, CEPA®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

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. Plus, they share the indicators they’re watching to determine whether this market rally has staying power.

Watch or listen to learn about these topics and more.

Greg Powell, CIMA®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller, AIF®

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 material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.

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

The post Hot off the Press first appeared on Fi Plan Partners.