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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.
By Fi Plan PartnersIn 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.