As we celebrate the 18th anniversary of Fi Plan Partners, we wanted to share a message from our fearless leader, Greg Powell, to thank you for an incredible 18-year journey with phenomenal relationships like you

In this week’s episode, the Portfolio Team talks about recent unexpected price increases and how who wins the Super Bowl might matter to the market.

In this week’s educational episode, Ashley Page talks about preferred stocks and explains how they are different from bonds and common stocks.

Will we continue to see a market rally? Listen to this week’s episode to hear what the Portfolio Team has to say

When will the Fed feel comfortable with pivoting from restrictive interest rate hiking to possibly pausing the hikes? Watch or listen to this week’s episode to hear what the Portfolio Team has to say about this topic and more.

Listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes to taxes.

In this week’s episode, the Portfolio Team goes over several market-moving topics including dividends, corporate earnings, and more.

Listen to this week’s educational episode, where Ty Miller talks about taxable events in relation to gains and losses and how to know when it is considered realized versus unrealized.

As we enter 2023, we are reflecting back on historical markets as well as looking forward in terms of reviewing over rates, inflation, and the Fed.

Listen to this week’s educational episode, where Trey Booth talks about the impact that interest rates have on the cost of mortgage payments and home prices, as well as what this type of housing environment has looked like historically.