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
As a Wealth consultant and financial advisor I’m often invited on the Matt Murphy Show to talk about the current economic climate and give my investing insight to investors. In this episode Matt and I talk about the Alabama PACT Program, Social Security and Gold.
Greg Powell, CIMA
President/CEO
Wealth Consultant
Now that tax season is over, we are having conversations with our clients about their tax strategies and investments for the next year. This is a conversation you need to be having with your financial advisor. In this video I’ll share with you what I advise our clients to do now that tax season is over.
Greg Powell, CIMA
President/CEO
Wealth Consultant
Why is the financial news negative? It’s important for investors to understand so they won’t be swayed by the media to make poor decisions. In this video I will give my reasons why we are seeing positive things going on in our country and how investors can find positive financial news themselves.
Greg Powell, CIMA
President/CEO
Wealth Consultant
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.
Here is what they are focused on this week:
Intro: Income Tax impact on investors – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:45: S&P 500 update – Mac Frasier, Senior Vice President
01:05: Employment numbers, trends, and economic data – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
01:33: Central Banks around and Japan – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
2:38: Themes and trends in the market – Greg Powell, CIMA, President/CEO, Wealth Consultant
Loading…
The financial world is changing from a global standpoint and also from the personal investor side. I’ll give you a quick list of how it is the financial world is changing and how it could impact you. As an investor you need to stay on top of your investments as well as the financial world as it impacts you. This is why I make these videos and post our blogs and vlogs (video blogs) on our website several times a week. Whether you are a client of fi-Plan Partners or not, we are committed to providing you with the best, up to date financial information that can make a difference in your investments and financial future. We want to help you build your financial house.
Click here to watch our top vlog of the month: “Why Is the Market Going Up When The News Is So Negative?”
Because I’ve been in the financial industry for over 32 years, people often talk to me and confess that they are unsure about when they should start investing. In this video I talk about the best time to start and the reasons behind it. If you have any questions about your specific situation, please feel free to call me at (205) 989-3498.
Greg Powell, CIMA
President/CEO
Wealth Consultant
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.
Here is what they are focused on this week:
Intro: Key data points for the week – Mac Frasier, Senior Vice President
00:46: Cyprus bailout and it’s affects on the US financial markets and the Eurozone – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
02:17: Calm financial markets and investors accpetance of this crisis – Mac Frasier, Senior Vice President
3:15: Wrap up for the week – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
As a financial planner and wealth manager who’s been in the financial industry for over 30 years I get asked to be a guest on the Matt Murphy Show often to talk about the current economic climate and give my investing insight to investors.
With all the negative news media about the economy, most investors are frustrated. Yet, the stock market continues to go up. In this video I’ll give you my professional opinion and what investors need to know.
Greg Powell, CIMA
President/CEO
Wealth Consultant