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 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.
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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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Feb 182014
 

Current Stock Market Update and Financial News

New communications area

Welcome to our new communications area where we will be filming our weekly stock market updates. We are excited about how we will be able to use this facility to better communicate with you and keep you up to date on financial news that can impact your investments.

- Greg Powell, CIMA, President/CEO, Wealth Consultant

Current market update research

Current stock market data

Last week’s retail sales and industrial production will impact this current stock market. Retail sales and industry production were weaker than expected. The polar vortex in the past several weeks really have distorted the current stock market. This could keep the Fed on the sidelines and make a revision on 4th quarter GDP.

However, this could provide opportunities for investors. The current stock market shows stocks up between 2 and 3 percent. So, even though there is some bad news in the market, we see some positive indicators.

As the Earning Season draws to a close a good number of companies have exceeded expectations. We are watching these numbers closely. These numbers can be manipulated and change how we look at the current stock market.

The current DOW shows 7 out of 30 stocks over $100 per share. In addition, 18 stocks in the DOW are over $75. This will cause more volatility in that index than we have seen in years past.

-Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
current stock market image

Janet Yellen’s impact on the current stock market

So far, Janet Yellen has had a positive impact on the current stock market. Her first congressional testimony smoothed out the volatility from January. In a very straight forward way, she stated there are not going to be any surprises and they will continue to be data driven. As a veteran of the financial industry, the current stock market shows a positive response to her position as the new Fed Chair.

We are also seeing the overall investor psyche improving. This is because this current stock market is not far off from record numbers again. At the end of January the markets where being negatively affected by emerging markets and corporate earnings, but the market blew right threw that after Yellen took office. More confidence is better and that is what drives your portfolio.

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

Overall Yellen review

We believe Janet Yellen is going to do a great job. The current stock market indicates her actions have restored many investors confidence not only in the United States but around the world. We are very positive about the current stock market in this short week. We are also excited about our new communications area in our firm. We will continue to give you current stock market updates from here and find new ways to serve our clients.

- Greg Powell, CIMA, President/CEO, Wealth Consultant

Would you rather watch these current stock market videos on Facebook?  Like our Page for our Weekly Economic outlook and other investing videos.

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fi-Plan Partners is an independent investment firm in Birmingham, AL, serving its clients across the nation through financial planning, wealth management, current stock market research and updates, and business consulting.

Securities Offered Through LPL Financial. Member FINRA/SIPC.

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Feb 102014
 

Economic data overview

There was a lot of interesting economic data from last week that helps us with our market update today. This week also brings new data that can have an impact on investors portfolios. Today we discuss how this economic data impacts you and why it is important to our portfolio strategies.

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

00:40: What we learned from last week’s economic data

We are watching the data from last week’s small cap companies because they tend to move before the bigger companies do. The economic data from the manufacturing and jobs report was disappointing, but the unemployment numbers came down. This is a positive for the economy.

The economic data we are watching this week is retail sales and industrial production. We want to see how the consumer and production is doing in spite of the cold weather. 70% of the S&P 500 has reported their earnings with about fifty companies reporting this week. Of the companies already giving their earnings reports, 65% exceeded analyst expectations and 66% exceeded expectations on revenue growth. This is the economic data we are closely watching because they will determine our portfolio strategies for our clients.

- Franklin Bradford, CMT, Senior Vice President, Wealth Consultant

3:18: The quit rate’s impact on the economy

The “Quit Rate” is an important piece of economic data. The term describes when a worker has enough confidence he or she will find a better job before they have a better job lined up. When this kind of economic data grows, it shows there is confidence in the economy. The quit rate can give investors a better perspective on the unemployment rate and the overall economy. When people have this kind of consumer confidence in the market, people spend more which improves the economy. This is very good news for young people entering the workforce. As middle management moves up, it opens entry level jobs and the economy expands.

- Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant.economic data video

We are tracking all this economic data and more every day for our clients. We are committed to creating proactive investment strategies with this economic data for our clients’ portfolios. Please comment below as we value your questions and feedback.

Would you rather watch these videos on Facebook?  Like our Page for our Weekly Economic outlook and other investing videos.

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fi-Plan Partners is an independent investment firm in Birmingham, AL serving its clients across the nation through financial planning, wealth management, economic data research, and business consulting.

Securities Offered Through LPL Financial. Member FINRA/SIPC.

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Jan 212014
 

economy commentary videoThe Current Economy, How It Affects Your Finances

The media is not giving you this kind of realistic look at the current economy. Investors need to know these factors that are affecting their investments and the our economy.

Intro: Greg Powell, CIMA, President/CEO, Wealth Consultant

  • A new Fed Chair – Janet Yellen
  • Inflation theme
  • The role of technology

01:00: Franklin Bradford, CMT, Senior Vice President, Wealth Consultant

  • Inflation facts
  • How Janet Yellen could help your home equity line of credit
  • The REAL state of the economy. What the media isn’t telling you.

2:57: Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant

  • Economic activity is picking up
  • How the Fed is trying to control the economy
  • An attempt at a soft landing for the economy

5:55: Greg Powell, CIMA, President/CEO, Wealth Consultant

  • Your portfolio is like an airplane
  • What does the voice of the pilot of your portfolio sound like?

The Portfolio Strategies Team at fi-Plan Partners

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fi-Plan Partners is an independent investment firm serving it’s clients across the nation through financial planning, wealth management, strategies for the economy, and business consulting.

Securities Offered Through LPL Financial. Member FINRA/SIPC.

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Jan 132014
 

marketUpdatesImportant investor research for this week:

Intro: Greg Powell, CIMA, President/CEO, Wealth Consultant

    • European economic turnaround
    • Questioning the jobs report

01:00: Franklin Bradford, CMT, Senior Vice President, Wealth Consultant

  • Could the mid-term elections impact the markets
  • The reality of the jobs report
  • Did the cold weather affect the jobs report
  • Important reports to watch this week

2:57: Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant

  • Improvements in economic and business growth
  • What does this tell us for the economic year
  • 2014 economic business forecast

7:20: Greg Powell, CIMA, President/CEO, Wealth Consultant

  • Looking ahead
  • Keeping you informed

The fi-Plan Partners Portfolio Strategies Team

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fi-Plan Partners is an independent investment firm serving its clients across the nation through financial planning, wealth management and business consulting.

Securities Offered Through LPL Financial. Member FINRA/SIPC.

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