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 noise.

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 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®

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 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®

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 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 market.

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller

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 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 have to say.

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller

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 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®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller

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 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, CIMA®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller

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 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®

Ty Miller

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 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®

Bobby Norman, CFP®, AIF®, CEPA®

Trey Booth, CFA®, AIF®

Ty Miller

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 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

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 The Economic Impact of Energy Costs first appeared on Fi Plan Partners.