Weekly Market And Economic Update 05/20/13

 Economic Outlook, Video, Weekly Market Updates  No Responses »
May 202013
 

Here is what we are focused on this week in the markets and the economy:

Intro: SEC Baseball and the markets – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:48: There’s good and bad news in the economy along with a lot of economic news this week – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
1:52: A look at ObamaCare and what it could cost American companies – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
03:00: Is the market over bought? What is going on with gold and European bonds? – Mac Frasier, Senior Vice President, Wealth Consultant
02:04: Here’s how we are handling the position of our client’s portfolios – Greg Powell, CIMA, President/CEO, Wealth ConsultantFinancial Economic Market Outlook

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Weekly Market and Economic Update

 Economic Outlook, Video, Weekly Market Updates  No Responses »
May 132013
 

Financial Economic Market OutlookEvery 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

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Economic And Investing Update On The Matt Murphy Radio Show

 Economic Outlook, Video  No Responses »
May 132013
 

Matt Murphy Radio show buttonAs 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
President/CEO
Wealth Consultant

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Strong Stock Market, Low Interest Rates: What’s In It For An Investor?

 economic data, Investment Answers, Video  No Responses »
May 082013
 

Greg Powell, President/CEO investment firmInvestors need to know how the current strong stock market and low interest rates can effect them. Many investors are confused right now because corporate earnings haven’t been stellar. Investors are also scrambling looking for yields in their portfolio. In this video I will tell you how we are analyzing all of this for our clients.
Listen to me talk about this on the Matt Murphy Show here.

Greg Powell, CIMA
President/CEO
Wealth Consultant
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Weekly Financial Market Commentary 04/29/13

 Economic Outlook, Video, Weekly Market Updates  No Responses »
Apr 292013
 

Financial Economic Market OutlookEvery 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: A week of a lot of economic data that can impact investors – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:32: Market themes, Federal Reserve Policy meetings and inflation numbers – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
01:34: GDP improvement, consumer spending, personal income, motor vehicle sales, and employment numbers- Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
02:19: Government numbers and the fi-Plan Partners’ research process – Greg Powell, CIMA, President/CEO, Wealth Consultant

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Stock Market and Economic Outlook 04/22/13

 Economic Outlook, Video, Weekly Market Updates  No Responses »
Apr 222013
 

Financial Economic Market OutlookEvery 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.

Listen to Greg’s financial interview on the Matt Murphy Shows here.

Here is what they are focused on this week:

Intro: Trends and what is leading the market rally – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
01:10: What’s causing volatility in the markets – Mac Frasier, Senior Vice President
01:41: Economic data is slowing as this week’s focus is on GDP and housing numbers – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
03:14: A 2nd quarter perspective – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant

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Insight Into This Week’s Markets 04/15/13

 Economic Outlook, Video, Weekly Market Updates  No Responses »
Apr 152013
 

Financial Economic Market OutlookEvery 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: Technology stocks fade back as consumer, healthcare and drug stock get stronger – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:26: S&P 500 and precious metals insight – Mac Frasier, Senior Vice President
00:54: Reoccurring market themes, bonds and a look into summer – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
02:00: Important economic data for the week -Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
2:55: Being proactive in your portfolio – Greg Powell, CIMA, President/CEO, Wealth Consultant

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Stock Market and Economic Outlook

 Economic Outlook, Video, Weekly Market Updates  No Responses »
Apr 082013
 

Financial Economic Market OutlookEvery 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
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Economic and Market Outlook 04/01/13

 Economic Outlook, Video, Weekly Market Updates  No Responses »
Apr 012013
 

Financial Economic Market OutlookEvery 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: How innovation is changing business models and it’s affect on the economy – Greg Powell, CIMA, President/CEO, Wealth Consultant
00:20: Looking at the S&P’s all time high from last week – Mac Frasier, Senior Vice President
01:28: How we are still seeing good an dpositive economic data – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
00:40: The manufacturing renesence and it’s effect on the market – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
1:45: The impact of technology and an overall economic outlook. – Greg Powell, CIMA, President/CEO, Wealth Consultant

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Weekly Market Commentary and Update 03/25/13

 Economic Outlook, Video  No Responses »
Mar 252013
 

Financial Economic Market OutlookEvery 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

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