Investors' Insights and Market Updates

Investors' Insights and Market Updates episodes:

• 04.15.2024

  Masters and the Markets

  Join the Portfolio Team in this week’s vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head into the summer months. Listen to the...

  
• 04.08.2024

  Bull Market Top?

  Dive into the topic of market volatility with our Portfolio Team in this week’s episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a peaking bull market. Watch to learn...

  
• 04.04.2024

  Important Tax Reminders

  Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable insights on retirement plan contribution updates, 1099s, and tips on simplifying...

  
• 04.01.2024

  Debt and Earnings on the Rise

  Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of the US economy.   Greg Powell, CIMA®...

  
• 03.25.2024

  End of a Negative Era

  Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the US Treasury, debt, and more. Gain valuable insights and stay informed on the latest...

  
• 03.21.2024

  Commercial Real Estate Vacancies

  Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the underlying reasons for these vacancies and gain a deeper understanding of the market dynamics in...

  
• 03.18.2024

  Higher Inflation vs. Higher Productivity

  The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as well as other important topics such as record productivity, the Fed, and inflation. Watch to learn...

  
• 03.14.2024

  What is a Stock Split?

  In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose to do these splits and how they can impact investors. Tune in now to learn more....

  
• 03.11.2024

  Valuations and Expectations

  Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watch the video to hear what they have to say.     Trey Booth, CFA®, AIF® Chief Investment...

  
• 03.04.2024

  Consumers, Cars, and Gasoline

  Consumer Strength We’ve been enjoying a strong equity market overall, but as always, we are looking at our leading economic indicators. The strength of the consumer and robust consumer spending have been a key driver of the economy and equity...

  
• 02.29.2024

  Inflation and P/E Ratio

  Inflation has been a hot topic in recent years, and for good reason. It can have a significant impact on the stock and bond markets. In this week’s episode, Trey Booth breaks down the metrics of the price-to-earnings ratio and...

  
• 02.26.2024

  Government Shenanigans

  In this week’s episode, the Portfolio Team delves into the potential government shutdown and its impact on the economy. They also provide updates on inflation and discuss how election year worries could affect markets. Watch to hear what they have...

  
• 02.16.2024

  Nineteen Years of Celebration

  Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market would do over the next 19 years. In this week’s episode,...

  
• 02.15.2024

  Maximizing Employee Benefits

  As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSAs, and more. However, it can be confusing to know whether you are making the most...

  
• 02.12.2024

  Facts Over Emotion

  So often, people want to make emotional decisions regarding market swings, what's going on in the world, and their portfolios. In today's episode, the Portfolio Team addresses some current issues and why taking a step back and reviewing the facts...

  
• 02.07.2024

  Exciting News and Introductions

  We are thrilled to welcome Robert L. Moody III, CFP®, CEPA®, to our Financial Planning team at Fi Plan Partners. In this episode, he sits down with our President and CEO, Greg Powell, to discuss his passion for working with...

  
• 02.05.2024

  Payouts and Rate Cuts

  Get ready for an insightful episode as the Portfolio Team discusses market performance, interest rates, and dividends. Listen to the full episode and see what they have to say.

  
• 01.29.2024

  Weather, Containers, and Markets

  Gas Prices and Interest Rates After the last Federal Reserve meeting in November, the market started pricing in six rate cuts based on the Fed’s optimistic outlook on inflation. Since then, we’ve talked on these vlogs about how we don’t...

  
• 01.25.2024

  Will The US Dollar Remain The Reserve Currency?

  As the world’s most widely used currency for international transactions, the US dollar has been the dominant reserve currency for decades. However, recent discussions have raised the possibility of the dollar losing its status as the world’s reserve currency. In...

  
• 01.22.2024

  Conflicts Near and Far

  Join us for a discussion with the Portfolio Team at Fi Plan Partners as they delve into the latest developments in the Middle East, the upcoming election, and more. They provide valuable insights into these critical areas, giving you a...

  
• 01.12.2024

  Reserved Optimism

  The year has started with choppy markets as the uncertainty of the Fed cutting interest rates continues to cause volatility. Tune in to watch this full episode to hear what the Portfolio Team at Fi Plan Partners has to say...

  
• 01.08.2024

  Beyond the Market Headlines

  While the media may only be reporting on surface-level headlines, we like to provide our viewers with a behind-the-scenes look at what’s really going on in the market. Tune in to watch this full episode and learn more about the...

  
• 01.04.2024

  Economic Indicators

  Join us for this week's episode where Ty Miller shares his insights on the different economic indicators that we monitor to gauge the health of the economy. Ty breaks down each indicator and explains how it affects businesses and consumers...

  
• 12.21.2023

  The Importance of Umbrella Policies

  In this episode, Mark Hume provides valuable insights on the significance of umbrella policies and how they can be essential in protecting your assets. He gives real-life examples of situations where an umbrella policy could have made all the difference...

  
• 12.21.2023

  Home Insurance

  Home insurance costs have been on the rise in recent years. This trend of charging more for less coverage has become increasingly common with insurance companies. In this week's educational episode, Ashley Page delves into the reasons behind this phenomenon....

  
• 12.18.2023

  Rate Cut Grinch

  Join us for this week's episode where the Portfolio Team goes over the investors' wish list, providing insights and analysis on specific items, and explores the latest forecasts for interest rates in 2024.

  
• 12.11.2023

  Trends vs. Reality

  Jobs As we look forward to 2024, we also want to reflect on 2023. We came into this year with many economists calling for a recession and a significant slowdown in jobs. Those economists have been wrong, as the job...

  
• 12.07.2023

  Year-End Deadlines

  With the end of the year fast approaching, it's vital to stay on top of important financial tasks like taking your RMD, charitable donations, IRA contributions, and more. In this week's episode, the Operations Team at Fi Plan Partners shares...

  
• 12.04.2023

  Finish The Job

  Join the Portfolio Team as they dive into the recent reports around inflation, the Fed, and interest rates and how these things could impact the economy and markets going into 2024.

  
• 11.27.2023

  Deposits vs. Loans

  Join the Portfolio Team as they dive into the recent housing data, interest rates, and historical data surrounding market performance in election years.   Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®,...

  
• 11.20.2023

  Thankful Markets

  Join the Portfolio Team as they dive into the latest market performance, examine the recent news about a government shutdown, and provide insights into how inflation has impacted the cost of Thanksgiving dinner this year. In this episode, you'll hear...

  
• 11.16.2023

  The Impact of Interest Rates on Corporate America

  Are higher interest rates helping or hurting Corporate America? Watch this week’s educational episode to hear Trey Booth go over the details related to this topic.     Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth...

  
• 11.13.2023

  Inflation High, Water Levels Low

  In this episode, the Portfolio Team goes over the data they look at on an ongoing basis to keep a pulse on the economy and the markets. Watch the full episode and hear what they have to say about interest...

  
• 11.06.2023

  Market Momentum?

  We are coming off a great week for markets, and in this episode, the Portfolio Team goes over the details behind the positivity and tells what this could mean going forward.

  
• 10.30.2023

  On Fed and Recession Watch

  We have an important week ahead as the Fed will be in the spotlight. In this week’s episode, the Portfolio Team gives an update on our recession watch checklist that clients have been asking about.     Bobby Norman, CFP®,...

  
• 10.25.2023

  Exit Strategies for Your Business

  At Fi Plan Partners, we take great pride in working with business owners to help them build, grow, and sell their businesses. Our goal is to help business owners build valuable companies, have stronger personal financial plans, and align their...

  
• 10.23.2023

  Watching Spikes Carefully

  In this week’s episode, the Portfolio Team delves into the impact of spiking interest rates, the historical relevance of pre-election years, and the potential effects of the upcoming GDP report on economic forecasts.   Bobby Norman, CFP®, AIF®, CEPA® Managing...

  
• 10.16.2023

  Earnings vs. Geopolitical Events

  The market has a lot of headwinds and uncertainty right now with a conflict in Israel, questions about whether the Federal Reserve will raise rates again, and talks of a government shutdown next month. Watch this week’s episode to hear...

  
• 10.12.2023

  Secure Act 2.0: Provisions Effective in 2025 and Beyond

  Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2025. He goes over the details of the new rules including the creation of a...

  
• 10.09.2023

  Global Tensions

  In the latest episode, the Portfolio dives into the ongoing issues in Israel and the potential impacts on the US markets. With tensions rising and uncertainty looming, our team provides valuable insights and analysis to keep our listeners informed. Additionally,...

  
• 10.02.2023

  Rise Together

  In this week’s episode, the Portfolio Team delves into the recent market volatility and its historical precedents. They also analyze the delayed government shutdown and its potential ramifications on the markets. Listen to the full episode and gain a better...

  
• 09.28.2023

  Updates to Your LPL Statements

  We are excited to announce that LPL is rolling out new enhancements to your account statements aimed at providing you with even greater transparency and clarity. In this informative video, you will learn about the upcoming changes, including improved visuals,...

  
• 09.25.2023

  Cautiously Optimistic

  In this episode, the Portfolio Team provides valuable insights on investing in Eurozone stocks during a government shutdown as well as gives an update on the current state of the global economy compared to the US.

  
• 09.21.2023

  Secure Act 2.0: Provisions Effective in 2024

  Join Jason Hatley for this week’s educational episode, where he reviews the latest updates from Secure Act 2.0 that will go into effect starting in 2024. He goes over the details of the new rules, including changes in SIMPLE IRA...

  
• 09.18.2023

  Shutdowns and Stress

  This week’s episode delves into the various stressors affecting consumers in today's economy. With talks of a possible government shutdown and other economic uncertainties, the Portfolio Team goes over how these factors may impact markets and the economy. Listen to...

  
• 09.13.2023

  Secure Act 2.0: What’s New for 2023

  Stay informed on the latest updates from Secure Act 2.0 with this week’s educational episode. In this episode, Jason Hatley breaks down some of the new changes and provides insights on how they could affect your Financial Blueprint.

  
• 09.11.2023

  Pullbacks

  Oil Rig Counts Last week marked the tenth consecutive week where the oil rig count in the US didn’t go up. In fact, it has pulled back. The total number of rigs in the US is now 106 off of...

  
• 09.01.2023

  September Blues?

  History of September Going back to 1950, September has historically been the worst month for the stock market and the only month of the year where both the average and median returns are negative. September also has the lowest positivity...

  
• 08.28.2023

  Debt, Drugs, and Driveways

  Listen as the Portfolio Team shares their insights on the latest developments in the bond market, housing, and interest rates.

  
• 08.24.2023

  Understanding the Four Types of Inflation

  In this educational episode, Ty Miller takes a deep dive into inflation, stagflation, hyperinflation, and deflation. He explains what each of them means and how they impact the economy differently.