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: The current market is strong – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:36: Is the S&P 500 over bought above 15,000? – Mac Frasier, Senior Vice President, Wealth Consultant
01:11: There is a larger amount of private companies coming into the public market. What does that mean for the economy? – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
02:04: What is effecting the speed of economic growth – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
03:17: It’s important to be proactive in these markets – Greg Powell, CIMA, President/CEO, Wealth Consultant
As a Wealth consultant and financial advisor I often get invited to be a guest on the Matt Murphy Show to talk about the current economic climate and gives my investing insight to investors. In this interview I talk with Matt about the market record highs, if it’s going to last, flexible mortgage rates, and how that could impact investors.
Greg Powell, CIMA