Feb 272015
Interview with Robert Moore, President of LPL Financial

We are honored to have Robert Moore join us today to share his experience as the President of LPL Financial, the #1 independent broker-dealer for 19 straight years according to Financial Planning magazine. Watch this video for great insight to why fi-Plan Partners chose to work with LPL Financial over all other broker-dealers.

Feb 232015
The Source Of Market Volatility

Our research shows that the market volatility in January was due to high frequency trading and ETFs which was about 70% of the trading. The volatility was not from long term investors. This is something investors should watch closely as it is one of many factors that contribute to market volatility. More in the video.

Jan 202015
Watching Gold Prices

The price of gold is something we’ve been watching very closely. Commodity prices, including milk, have been going down mainly because of a rising dollar, which is based on gold. Interestingly, gold has continued to rise in spite of dropping commodity prices most likely because commodities are priced in US dollars. More in the video.