Investors' Insights & Market Updates
170 FOLLOWERS
Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come.
Investors' Insights & Market Updates
2y ago
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 sidestep the news of the new variant. Over the weekend, the news ..read more
Investors' Insights & Market Updates
2y ago
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. Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan Partners is an independent investment ..read more
Investors' Insights & Market Updates
2y ago
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, historically, the Friday after Thanksgiving is lightly traded, which ..read more
Investors' Insights & Market Updates
2y ago
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 Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL ..read more
Investors' Insights & Market Updates
2y ago
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 up the 2,468-page bill and gave us a summary which is shown in ..read more
Investors' Insights & Market Updates
2y ago
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 Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL ..read more
Investors' Insights & Market Updates
2y ago
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 covid recession. Where is that going to turn what ..read more
Investors' Insights & Market Updates
2y ago
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®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here ..read more
Investors' Insights & Market Updates
2y ago
Fed Tapering Last week was a big week for economic news. The Fed has 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 they were mainly focused on. The Fed’s stimulus has been ..read more
Investors' Insights & Market Updates
2y ago
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 buying bonds on the market. The Federal Reserve is currently buying $120 ..read more