If you are a business owner or looking to own a business, you need to know how to write a business plan. This is not something we are born with. At fi-Plan Partners, we are a business and we guide our business owner clients in writing a thorough business plan for their existing business or [... read more]
Here is what we are focused on this week in the markets and the economy: Intro: SEC Baseball and the markets – Greg Powell, CIMA, President/CEO, Wealth Consultant 00:48: There’s good and bad news in the economy along with a lot of economic news this week – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant [... read more]
With the current economy a lot of parents are seeing their adult children moving back home. In this video I point out some things you need to keep in mind to protect your financial security. Watch my interview on ABC 33/40 about this subject here. Greg Powell, CIMA President/CEO Wealth Consultant Loading…
Every morning fi-Plan Partners’ Portfolio Strategy Team, lead by President/CEO, Greg Powell, meets to discuss the current market and economic conditions and to determine the course of action needed as they manage their clients’ money. Every Monday they share with investors on this blog what they as an investment firm are watching in the markets. [... read more]
As a Wealth consultant and financial advisor I often get invited to be a guest on the Matt Murphy Show to talk about the current economic climate and gives my investing insight to investors. In this interview I talk with Matt about the market record highs, if it’s going to last, flexible mortgage rates, and [... read more]
Investors need to know how the current strong stock market and low interest rates can effect them. Many investors are confused right now because corporate earnings haven’t been stellar. Investors are also scrambling looking for yields in their portfolio. In this video I will tell you how we are analyzing all of this for our [... read more]
Every morning fi-Plan Partners’ Portfolio Strategy Team, led by President/CEO, Greg Powell, meets to discuss the current market and economic conditions and to determine the course of action needed as they manage their clients’ money. Every Monday they share with investors on this blog what they as an investment firm are watching in the markets. [... read more]
As a wealth consultant and financial advisor of 32 plus years, I am a guest often on the Matt Murphy Show to talk about the current economic climate and give my investing insight to investors. In this interview Matt and I talk about the recent rise in the markets and what that could mean for [... read more]
Every morning fi-Plan Partners’ Portfolio Strategy Team, lead by President/CEO, Greg Powell, meets to discuss the current market and economic conditions and to determine the course of action needed as they manage their clients’ money. Every Monday they share with investors on this blog what they as an investment firm are watching in the markets. [... read more]
Innovation is growing exponentially. In the next five to ten years, innovation has the potential to revolutionize life as we know it. This will impact you, your job and your investments. I explain why in this video. Greg Powell, CIMA President/CEO Wealth Consultant Loading…