05/18/12: What is the worst mistake an investor can make in this economy? Greg Powell, CIMA, Pre
05/16/12: Most people have investments but they do not know the answer to this question. Greg P
05/25/12: As you enter and move through your peak earning years, you’ll likely see your net worth
05/23/12: With so much going on in Europe, there could be major impact on your investments. The
05/21/12: As we always do at the beginning of the market week, we wanted to give you a “look ahea
04/25/12: Often adult children, even after they've been on their own for some time, can be financially draining on their parents. This is more common than you think and it needs to be addressed as you make your financial plans. There is a conversation that needs to take place within a family with adult children. Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners talks about this family scenario and what to do about it. ... read more
04/23/12: We hope that you had a great weekend and that the “tax man” didn’t hit you too hard! As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them. 1. First, here is a “week-at-a-glance” view of several key market drivers ... read more
04/20/12: At some point we all hope to retire and enjoy the fruits of our labor. In our investment firm, part of our financial planning process is to discuss how couples envision their retirement and what their dreams and goals are for their golden years. However, what if one spouse wants to retire and the other wants to keep working? In the past, it was traditionally the husband who retired promptly at age 65, after receiving a gold watch f ... read more
04/18/12:The importance of a global perspective for investing is vital for any financial investor. In this brief video, Greg Powell, CIMA, President/CEO of fi-Plan Partners explains how his portfolio team stays focused on their clients' portfolios with a global perspective. Do you have a question or concern? Call or email Greg here. Note:Because of regulations, comments have been turned off. ... read more
04/16/12: Good morning, everyone! We hope that you had a great weekend despite the fact that there was probably some last minute “tax work” going on! As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them. 1. First, here is a “we ... read more
04/09/12: We hope that you had a great Easter and Masters weekend! As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them. 1. First, here is a “week-at-a-glance” view of several key market drivers for the next five business days. ... read more
04/04/12: If you knew you couldn't fail, what decisions would you make in your life? Greg Powell, President/CEO and Wealth Consultant talks about how asking that question can affect the your investments and goals in your life. Questions? Call or email Greg here. Note:Because of regulations, comments have been turned off. ... read more
04/02/12: Are we about to have a significant increase in M&A activity? We hope that you had a great weekend. As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them. First, here is a “week-at-a-glance” view of several key ma ... read more
Middle children over the years have developed a reputation of being overshadowed by older and younger siblings. Personally I am not the middle child, but I have many friends that will agree that the overlooked middle child rumors are at least partially true. In the investment world the title of “Middle Child” would have to be given to Mid-Cap stocks. Large-Caps are often household names and have a perception of stability because of their ... read more
03/28/12: Rule 72t is unknown to most investors who are wanting to generate income from their retirement assets. Greg Powell, President/CEO and Wealth Consultant explains Rule 72t, how it works and the stipulations required so the 10% IRS penalty can be waved. Call or email Greg here if you have any questions or concerns about your retirement or IRA. Note: Because of regulations, comments have been turned off. ... read more
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