From global tariffs to U.S. corporate earnings, our Portfolio Team breaks down the key market forces they’re tracking and explains how history may be repeating itself.

Watch this episode to see how they’re connecting the dots and preparing for what’s ahead.

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.

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