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In this episode, the Portfolio Team does a deep dive into the crucial topics of stock ownership, buybacks, and the impact of upcoming trade tariffs—providing valuable insights into how these factors could influence the economy and markets moving forward.
Watch to stay ahead of the curve on these key issues 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 Ownership, Buybacks, and Trade first appeared on Fi Plan Partners.
By Fi Plan PartnersIn this episode, the Portfolio Team does a deep dive into the crucial topics of stock ownership, buybacks, and the impact of upcoming trade tariffs—providing valuable insights into how these factors could influence the economy and markets moving forward.
Watch to stay ahead of the curve on these key issues 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 Ownership, Buybacks, and Trade first appeared on Fi Plan Partners.