We are gearing up for the busiest week of the summer as more than 150 S&P 500 companies report earnings, the Fed announces its interest rate decision, and we get an update on inflation, GDP, consumer confidence, and more. Listen to this week’s episode to hear the Portfolio Team discuss these topics and what leading economic indicators they are studying to determine if a recession is in the works.

Recession Watch

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Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valuable insights on rates, inflation, job trends, and more. Click the link below to watch the full episode.   Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell […]

It Matters

In this week’s episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your […]

How Can a CEPA Help You?

Watch this episode where the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic data reports and gain insights on the Federal Reserve’s actions to mitigate the impact. Watch the full episode to learn more.   Greg Powell, CIMA® President and CEO Wealth Consultant […]

Fed Dilemma

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more.

Don't miss out on this opportunity to learn more about how you can work to secure a financial future for yourself and your business.

Topics That Business Owners Overlook

Dive into this week's episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward.

Recession Watch

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