02/08/12: Tracking trends in the financial markets is no easy task. At fi-Plan Partners we are co
02/06/12: We hope that everyone had a good Super Bowl weekend! In the markets, as in life, there a
Are you concerned about losing your job or something happening to the company you work for? Greg Po
02/08/12: Tracking trends in the financial markets is no easy task. At fi-Plan Partners we are constantly researching and monitoring the markets looking for opportunities for our clients. In this video, Greg Powell, President/CEO and Wealth Consultant talks about how he and his portfolio team find and track trends. ... read more
02/06/12: We hope that everyone had a good Super Bowl weekend! In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here's our opinion on four major decisions that could have impact on markets and investors this week: 1. First, here’s a “week-in-a-glance” list of key data items over the next five days. Beginning today, Germany releases statistics on manufacturing orders for December. Tuesday ... read more
Are you concerned about losing your job or something happening to the company you work for? Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners talks about what you need to do to be financially ready before such an event occurs. If you have any questions or would like to talk with Greg, call (205) 989-3498 or email him here. ... read more
01/30/12: In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here's my opinion on four major decisions that could have impact on markets this week: First, here’s a “week-in-a-glance” list of key data items over the next five days. Beginning today, the U.S. reports on personal income and spending for December. Tuesday brings the Florida Republican primary, the S&P/Case-Shiller home price i ... read more
01/27/12: Insurance can be a vital part of any financial plan, providing a sense of security during turbulent times. We expect that if we pay our premiums on time the policy will be there when we need it most. Over the past few years lapsing insurance policies are becoming more commonplace, even if all premium payments have been made on time. The problem began to arise as interest rates that are used for calculating cash values for life insura ... read more
01.23.12: In the markets, as in life, there are no guarantees but everyone is entitled to their opinion. Here's my opinion on the financial markets today. The markets have enjoyed three straight weeks of positive returns and eight of last nine days have been favorable. At our financial planning services firm, here is what we are watching this week and how we think it may affect investors. European News – The actions of the ECB have hel ... read more
1/20/12 It’s tax time again, and that means you may be considering contributing to an individual retirement account. I have attached a document with useful information for IRA and other plan contribution limits for both 2011 and 2012. I have included in the document the deadlines for opening an account, as well as making your contribution. To view or download this document click here. It is important to know that fi-Plan Partners does not ... read more
Do you believe there is a better way to plan for your financial future, with potentially less risk, better service and strategies designed to protect and grow your wealth? At fi-Plan Partners, we are different in the way we have an entire team of investment specialists to work with you. Greg Powell, President/CEO and Wealth Consultant explains the advantage investors have when working with fi-Plan Partners. ... read more
01/13/11 With 2011 in the rearview mirror, it is time to look ahead to this year and see what the markets will have in store. As we make these predictions we are reminded of the great quote from John Kenneth Galbraith, “The function of economic forecasting is to make astrology look respectable.” That being said we feel like these 12 predictions best represent our views on what is in store for investors in 2012. Volatility is here to s ... read more
01/11/12 To help our clients grow and protect their wealth, we work with CPA's to make sure they have a sound tax strategy. Greg Powell, CIMA, President/CEO and Wealth Consultant explains the advantages our clients have because of this approach in our unique financial planning process. Email Greg here with comments and questions. Note: The opinions voiced in this material are for general information and are not intended to be specific a ... read more
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