Fi Plan Partners, LLC
Investors' Insights and Market UpdatesEpisodes
Episodes of Investors' Insights and Market Updates
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Jolly Markets After most equity indexes traded back in the month of November, we are hopeful that December will be a jollier month for equities. December is historically a solid month for stocks so as of now, we’re optimistic that stocks will
With the end of the year quickly approaching, there are several important deadlines and considerations that you should be aware of. In this week’s educational episode, Keri Fish, Chief Operations Officer, goes over what those deadlines are.
Market Pullback We want to address the market pullback that happened this past Friday. It was one of the worst days for the market this year and it was due to the concerns of the new Coronavirus variant. One thing to point out is that, histor
In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email
Tax Rates Last week, the House passed the Build Back Better plan for President Biden which will now go to the Senate. What was helpful, is that our research partners at Strategus and the committee responsible for the Federal Government sliced
What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week’s educational episode. Adam Vansant, AIF®, BFA™ Vice President Wealt
The Price of Oil Last week, the University of Michigan produced their consumer sentiment, which hit a crisis low. You can see in the chart shown in the video for this episode, where the consumer sentiment is lower than it was at peak of the c
The average price of a new vehicle has spiked about 25% since the start of the pandemic. Watch or listen to this week’s episode where Bobby Norman goes over the reason for the price inflation and the data surrounding it. Bobby Norman, CFP®,
Fed Tapering Last week was a big week for economic news. The Fed had a meeting to discuss tapering on bond purchases and the jobs data came out. We’ve been hyper-focused on jobs since the recovery began because that’s what the Fed told us the
Fed Meeting This week the FOMC is meeting to discuss what to do with interest rates and bond purchases. Since the beginning of the crisis the Fed has stepped in and supported the stock and bond market with what’s called quantitative easing by b
Watch or listen to this week’s educational episode to hear Mark Hume discuss why making financial decisions during certain life changes might not be a good idea. Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here
Corporate Earnings It’s a really important week for the market as corporate earnings take center stage. The attention will specifically be on the earnings reports for big tech companies. As you can see in the chart shown in the video, 83% of
Watch this week’s educational vlog from Ashley Page to hear what five topics, one being inflation, will shape the markets in the upcoming year. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Part
The Consumer Even though it is off elevated levels compared to when we were getting stimulus, the personal savings rate is higher than it was before the pandemic. Retail sales are up from pre-COVID levels coming in last week at a 0.7% increas
Dividend Increases Dividend increases remain robust with ample cash on the sidelines by corporations. As you can see in the chart shown in the video for this episode, S&P 500 companies continue to deploy some of their cash in the form of divi
What is Medicare and how do you enroll? Jason Hatley answers these questions in this week’s educational episode. Jason Hatley, CPA Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investme
September to Remember In our first vlog for the month of September, we highlighted the volatility that has been historically seen in the month of September. We said this year might be a September to remember and it lived up to its tough reput
Inflation and Supply Delays We want to give our viewers an update on inflation and the supply delays that we’re seeing impact what the Fed is doing, as well as how supply constraints are impacting corporate earnings. You can see in the chart sh
Our newest addition to the Financial Planning team at Fi Plan Partners, Mark Hume, and our President, Greg Powell, sat down to go over the first draft of the new proposed tax changes. Listen to this week’s educational episode to hear what the
Global Impact This week is starting off on a down note in U.S. markets. This is largely driven by negative news about how one of the largest retail developers in China is looking at potential bankruptcy. The reason this may be impactful on glob
Watch this educational episode to learn what the 11 sectors of the market are and how they play a role in building portfolios. Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an indepe
Yields Despite economic reports for the last six weeks being lower, punctuated with a big miss in payroll two weeks ago, yields have held their own and are on the doorstep of pushing through the important 1.38% level. It’s important to note
In this educational episode, Ashley Page goes over some of the top supply chain issues that are keeping prices higher in the United States. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partn
A Repeat in History? This month could be a September to remember. Congress is about to begin a debate on the largest tax increase in 50 years as well as the largest spending package since the great depression. These topics are in addition to
GDP means Gross Domestic Product but how does that tie into how well our economy is doing? Listen to this week’s educational episode to hear Trey Booth explain how GDP is measured in relation to our economy. Trey Booth, CFA®, AIF® Senior Vi
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