In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secure 2.0 Act. Listen as Mark Hume explains how these changes might affect you and your retirement accounts.

Watch or listen to this week’s episode to hear the Portfolio Team talk about what policy changes the market expects from the Fed after their meeting and how their decision could impact the economy moving forward.

Inflation has caused many Americans to adjust their budget and spending habits, but how has it impacted investment returns? In this week’s educational episode, Bobby Norman goes over the risk of inflation in investing and how it might affect you.

Listen to this week’s episode to hear Greg Powell, Ty Miller, and Bobby Norman talk about the recently announced bill proposing $4 trillion in spending cuts and how the market has historically performed during times like these.

Listen to this week's educational episode to hear Ty Miller talk about what correlation means and how it relates to portfolio diversification.

In this week’s episode, the Portfolio Team discusses the debt ceiling, inflation, fuel prices, portfolio strategies, and more. Listen to this episode to learn what is going on with these market-moving topics.

Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Operations Specialist and what she enjoys the most about working with clients as they pursue a life that is Better, Richer, Fuller.

What is the Misery Index, and how does it relate to the economy and your portfolio? Listen to this week's episode to learn about this and more.

In this week’s educational episode, Trey Booth, Chief Investment Officer at Fi Plan Partners, explains the difference between the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). Listen as he goes over how the SIPC plays a role in protecting investors’ assets at securities firms.

March was a volatile month for markets, but what does history say about market performance in the month of April? Listen to this week's episode to hear what the Portfolio Team says about this topic, gas prices, and more.