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.

In this episode, the Portfolio Team breaks down key data trends to help you navigate the current economic landscape amidst volatility and headlines. From tax refunds boosting consumer spending to a deeper dive into GDP and employment shifts, they explore critical factors driving market momentum.

Watch to learn about these market-moving topics 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 Stay Focused first appeared on Fi Plan Partners.

Did you know you can start building your child’s credit history before they even turn 18? Watch to learn how an early credit boost can set them up for financial success later in life.

Mark Hume, CFP®

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 Building Your Child’s Credit History Early first appeared on Fi Plan Partners.

Join us for this week’s episode of Investors’ Insights, where the Portfolio Team explores market volatility, economic trends, and expectations for 2025.

Watch as they review the key data points shaping the economic landscape ahead.

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 Expectations first appeared on Fi Plan Partners.

Discover how America’s natural gas advantage is shaping global energy markets and what it could mean for your everyday expenses. Watch our latest episode with Trey Booth to learn about the balance between cost, export, and the potential impact on your electric bill.

Trey Booth, CFA®, 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 America’s Natural Gas Advantage first appeared on Fi Plan Partners.

A potential government shutdown is on the horizon, but how could it impact the markets? In our latest episode, the Portfolio Team breaks down the situation, offering valuable insights on the potential effects and what to expect moving forward.

Watch now to learn more about this and other important topics.

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 Government Shutdown? first appeared on Fi Plan Partners.

Join Adam Vansant and Sonja McGittigan as they review tax deadlines, how to quickly access your tax forms, and tips for making sure your 2024 IRA contributions are in before Tax Day. Watch now for simple steps to get your taxes in order and make the most of this year’s filing process!

Adam Vansant, AIF®, BFA™

Sonja McGittigan

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 Tax Time Insights first appeared on Fi Plan Partners.

Join us as we celebrate 20 incredible years of Fi Plan Partners! From day one, Greg Powell built our firm on the foundation of making a real difference in people’s lives. Hear from our team as they share their passion, dedication, and the values that have shaped two decades of success.

Watch and experience the heart of Fi Plan Partners!

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 Celebrating 20 Years of Fi Plan Partners first appeared on Fi Plan Partners.