Apr 142014
 

New Investors Insights Podcast

We are excited to tell you that we are now podcasting these video blogs! If you are a podcasting fan can now listen to these videos on your favorite podcast app on your mobile phone or tablet. Add our podcast to your device by clicking here or by finding us on iTunes here.

What is podcasting?

If you are not familiar with podcasting, click here to find out why it is one of the fast growing ways to broaden you mind.

Last week

The markets were off a little over 2% in spite of some good news. The Fed stated they wanted to stay accommodating, consumer confidence was up, jobless claims were down, and there was a gain in producer price indices. We are beginning to see deflation in other parts of the world which we are monitoring closely.

Most of what happened last week was from momentum stocks. These are stocks that tend to go up quickly. While emerging markets are staying positive, this has not always been the case in the past when they decreased with the momentum stocks. This is something we are watching closely but we believe our portfolios are adequately allocated to accommodate for this.

Issues that are important for investors

We are still in the middle of earnings seasons and the week is a moderate week for economic data. There are however, certain issues that we are watching because they are important for investors. The consumer price index was up last week so we are watching to see if those costs are being pushed on to the consumer. Housing starts are also on our radar as well as industrial production.

Franklin Bradford, CMT – Senior Vice President, Wealth Consultant

Concern over deflation

We have been talking about deflation since the beginning of the year. Now there is a lot of information from the IMF and the Fed coming out that concern over this is growing. This is something that is very important for investors. Low inflation can be just as problematic as high inflation if not more so. Low inflation almost invariably accompanies low growth. Because we are seeing this in Japan, Europe and China, we view this as a world wide problem. This could impact short term interest rates and the tapering of Quantitative Easing. Low inflation can really stunt growth in the economy and subsequently your investments.

Please comment below, email us here or give us a call. We would be delighted to extend this conversation.

Ashley Page, JD, MBA – Senior Vice President, Wealth Consultant

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fi-Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

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Apr 072014
 

Friday’s market drop

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.

When is a market drop good?

Our research is showing us that this market drop could be a response to a rotation of investors moving out of growth stocks into value stocks. This type of market drop usually happens as people begin looking at the earnings of growth stock companies in anticipation of earnings season. This is an underlying positive factor that shows people are more confident in the over all direction of the economy.

Permanent temporary jobs are affecting short term interest rates

As we have been saying since the beginning of the year, the Fed is going to have a hard time predicting when to make a change in short term interest rates. Part of the reason for this difficulty is because what is going on in the job market. Most of the new jobs are temporary jobs that are becoming permanent temporary jobs. This adds more to the layers in the job numbers that is making it difficult for the Fed. We’ve seen this happen before in 2000 and 2001, but it didn’t sustain itself very long.

Many economists are predicting that this permanent temporary job environment could go on for a long period of time. This is because of underlying systemic weakness in the labor market.
Market Drop video image

What we are watching this week

One thing we have been watching is corporate share buy backs which were up 29% by the end of the first quarter. Corporate share buy backs normally parallel a bull market. This process is a value enhancement move by corporations intended to increase the value of their stock. Interestingly, the amount of per share impact that it is having is considerably less than normal. This means that the corporations are not getting as much bang for their buck.

Ashley Page ImageIn addition, we will continue to watch this rotation out of growth stocks into valued stocks and look for trends and impact on the markets. It is important for investors to remember that often when you see a drop in the market, as we did last Friday, it is not always as it seems. It could be a reflection that certain companies are not doing well but it could also just be an investor rotation.

Please comment below, email me here or call me should you have any questions.

Ashley Page, JD, MBA
Senior Vice President
Wealth Consultant

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Ashley Page is a Senior Vice President and Wealth Consultant at fi-Plan Partners, an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

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Mar 312014
 

Financial Market Analysis

On this week’s financial market analysis there is big news and very little news. Vladimir Putin is giving everyone fits. China’s economy is also making headlines while the U.S. economy looks relatively strong. (Watch the video above for more info.)

Greg Powell, CIMA
President/CEO
Wealth Consultant

Financial Market Data Update

Big news: Happy birthday Greg Powell

Markets are still flat but there is a lot of market data out there that we are processing. Everything that we were focused on last week is still a factor from the housing market to manufacturing data.

This week is a light week for financial market analysis. The data that we are focused on this week concerns the jobs report on Friday, motor vehicle sales and two other manufacturing reports.(Watch the video above for more info.)

Franklin Bradford, CMT
Senior Vice President/ Wealth Consultant
financial market analysis video

European Financial Market Analysis

Following our top 5 issues to watch for 2014 to experience breakout, we are looking at Europe. Since dominating the news a few years ago, Europeans have slowly been growing their economy little by little. They still have a long ways to go but we see some quiet improvement. Their banking system is about to congeal to get liquidity in their system. This is something the United States does very well with our commodities market.(Watch the video above for more info.)

Ashley Page, JD, MBA
Senior Vice President/ Wealth Consultant

Overall Economic Outlook

With the US economy and Europe picking up speed, we could see an very good global economy. The jury is still out. There are many positives in the market as well as opportunities.(Watch the video above for more info.)

Greg Powell, CIMA
President/CEO
Wealth Consultant

fi-Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

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Mar 282014
 

Our special economic outlook guest

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.

In this video, we will not be discussing any investment products or services. We are focusing on the overall market in this special economic outlook.
special economic outlook video thumb

Share the knowledge

Paul was kind enough to talk with me on camera so we could share his economic insight with our viewers. You will see the wealth of knowledge he brings to the table and why we work with many money managers and analysts like Paul. This allows us to give you better information as well as fine tune our strategies that are designed to protect and grow your wealth.

Please comment below with any opinions and questions about this economic outlook presentation.

Greg Powell pictureGreg Powell, CIMA
President/CEO
Wealth Consultant

Greg Powell is President and CEO of fi-Plan Partners, an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

Securities offered by LPL Financial LLC. Member FINRA/SIPC.

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Mar 172014
 

Our Economic research goes beyond the United States. We research global economies because we believe all economies are connected. In this weeks market update we will discuss our boots on the ground economic research in Europe as well as our insight into what is going on Japan, China and other economies.

fi-Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
economic research team

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Mar 032014
 

Economic Update Report

It our economic update report this week we are focused on housing and manufacturing which are showing some good signs. Stocks are up which is unusual for a February but we are watching it closely.
- Franklin Bradford, CMT, Senior Vice-President, Wealth Consultant

Quantitative Easing Update

Economic update report imageOn the deficit we are in better shape to continue Quantitative Easing. Corporations are also doing better than before and are not affected as much by Quantitative Easing. Form the personal side, housing budgets are up as people are finding employment, housing is rising and the consumer confidence is grown. Therefore our worry over Quantitative Easing is probably overblown.
- Ashley Page, JD, MBA, Senior Vice-President, Wealth Consultant

What the economic data is telling us

Economic Update from CFA meeting

Three key points that investors need to know.
- Franklin Bradford, CMT, Senior Vice-President, Wealth Consultant
The Portfolio Strategies Team

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