Apr 142014
What Is Important For Investors To Know?

There are certain issues we are watching this week that are important for investors. The markets were off a little over 2% in spite of some good news. The consumer price index was up last week so we are monitoring it to see if those costs are being pushed on to the consumer.

Apr 132014
The Business Owner's Social Media Minute: Developing A Social Media Strategy Step 5

Part 5 of 7: There are many ways to develop a social media strategy for your business. In our business consulting area at fi-Plan Partners, I work with our clients who are business owners and walk them through these seven steps that have worked well for us at fi-Plan Partners. The Social Media Strategy Process [... read more]

Apr 072014
Why We Saw The Market Drop Last Friday

Last Friday we saw a market drop as the NASDAX sank about 2.6 % and the S&P dipped about 1%. In the investing world, often a market drop is not something you should take at face value. Our research is showing us this market drop could be a response to a rotation of investors out of growth stocks into value stocks.

Apr 032014
High Frequency Trading: Should You Be Concerned?

In one way you do need to be concerned about high frequency trading. I believe the markets need to be fair to everybody and not favor anyone. However, if you are a long term investor, the day to day trading strategies of the over all market, like high frequency trading, do not really affect you. High frequency trading can cause volatility in the market. Some people are debating that high frequency trading has caused the market to go higher, but the jury is still out.

Mar 282014
Special Economic Outlook with Certified Market Analyst Paul Heathwood

We are very big on market research and giving our clients our economic outlook and insight. We work with many market analysts to brainstorm and look at different trends. Today we were glad to have Paul Healthwood visit our office. Paul is a Certified Market Analyst with Robeco Boston Partners. Following this vlog Paul spoke to a group of our clients here at our office giving them a special economic outlook presentation.