Investing Insights eNewsletter


Featured Interview

Robert Moore, LPL Financial InterviewRobert Moore, President of LPL Financial talks with Greg Powell about the future of investing and how the financial world is changing. Watch here.


Current Market Outlook

Current Economica and Market Outlook
For the latest financial market outlook from our Portfolio Strategies Team click here.


Podcasts: Investors' Insights

Investors' Insights Podcast

Click here to listen to our Investors' Insights podcast


Account View Resource Center24 hour client account view


More News here.



Fi-Plan Partners and trade names,, are here referred to collectively as Fi-Plan Partners, LLC. Unless otherwise noted, all materials, including images, illustrations, designs, icons, photographs, video clips, and written and other materials that appear as part of this Site (collectively, the "Contents") are copyrights, trademarks, servicemarks, and/or other intellectual properties owned, controlled or licensed by Fi-Plan Partners, LLC. The Site as a whole is protected by copyright and trade dress, all worldwide rights, titles and interests in and to which are owned by Fi-Plan Partners, LLC, and all other Fi-Plan Partners, LLC trademarks and servicemarks appearing at this Site are trademarks and servicemarks of Fi-Plan Partners, LLC.

The Contents of our Site, and the Site as a whole, are intended solely for personal, noncommercial (other than for the purchase of merchandise and services from our site) use by the users of our Site. You may download or copy the Contents and other downloadable materials displayed on the Site for your personal use only. No right, title or interest in any downloaded materials or software is transferred to you as a result of any such downloading or copying. You may not reproduce (except as noted above), publish, transmit, distribute, display, modify, create derivative works from, sell or participate in any sale of, or exploit in any way, in whole or in part, any of the Contents, the Site, or any related software.


All comments, feedback, postcards, suggestions, ideas, and other submissions disclosed, submitted or offered to Fi-Plan Partners, LLC on or by this Site or otherwise disclosed, submitted, or offered in connection with your use of this Site (collectively, "Comments") shall be and remain Fi-Plan Partners, LLC property. Such disclosure, submission or offer of any Comments shall constitute an assignment to Fi-Plan Partners, LLC of all worldwide rights, titles and interests in all copyrights and other intellectual properties in the Comments. Thus, Fi-Plan Partners, LLC will own exclusively all such rights, titles and interests and shall not be limited in any way in its use, commercial or otherwise, of any Comments. Fi-Plan Partners, LLC is and shall be under no obligation (1) to maintain any Comments in confidence; (2) to pay to user any compensation for any Comments; or (3) to respond to any user Comments.

You agree that no Comments submitted by you to the Site will violate any right of any third party, including copyright, trademark, privacy or other personal or proprietary right(s). You further agree that no Comments submitted by you to the Site will be or contain libelous or otherwise unlawful, abusive or obscene material. You are and shall remain solely responsible for the content of any Comments you make.


From time to time, there may be information on that contains typographical errors, inaccuracies, or omissions that may relate to product descriptions, services, events pricing, and availability. We reserve the right to correct any errors, inaccuracies or omissions and to change or update information at any time without prior notice (including after you have submitted your order). We apologize for any inconvenience this may cause you.

This Privacy Policy describes the information that we collect through our website and how we use that information. If you have any questions or comments about this privacy policy or your personal information, please contact us.

Last updated: 2/2/06

The Information We Collect

In general, you do not have to provide personal information to use this Web site. However, certain services which you may subscribe to through this Web site (for instance, newsletters) may require you to provide personal information, such as your name, address, e-mail address and other contact information. We use such personal information to respond to your inquiries and to send you newsletters or publications you request. You may also receive other mailings relating to Fi-Plan Partners events that we think may be of interest to you. If you decide at any time that you no longer wish to receive mailings from us, please refer to the paragraph below headed 'Changing or Deleting Personal Information' or simply contact us and we will promptly remove you from our list.

In addition, incidental to your use of this Web site, our Web server automatically logs certain information such as the name of your internet service provider, the IP address of the computer you are using, the type of browser software and operating system that you use, the date and time you access our Web site, the Web site address, if any, from which you linked directly to ours, the Web site address, if any, to which you travel from ours, and other similar traffic-related information. We may also aggregate information relating to your and other visitors' traffic patterns. We use the foregoing information to help us improve the Web site and the services that we provide through it. We do not use such data in any way to create or maintain a personal profile of you or collect personal information from you.

Generally, we will not disclose information we collect through your use of the Web site to third parties. We reserve the right, however, to provide such information to our employees, contractors, agents, and designees to the extent necessary to enable them to perform certain Web site-related services (e.g., Web hosting or maintenance services) on our behalf. We also reserve the right to disclose such information to any third party if we believe that we are required to do so for any or all of the following reasons: (i) by law; (ii) to comply with legal processes or governmental requests; (iii) to prevent, investigate, detect or prosecute criminal offences or attacks on the technical integrity of the Web site or our network; and/or (iv) to protect the rights, property, or safety of Fi-Plan Partners and/or Your Financial House, the users of the Web site, or the public.

Use of cookies

We do not use cookies on our Web site to collect information on or from our users.
Changing or Deleting Personal Information

If you would like to change your personal information, or if you no longer wish to receive materials from us or want your personal information removed from Fi-Plan Partners or Your Financial House database, please contact us. Alternatively, when you receive materials from us by e-mail or other communications you can make use of the "opt out" provision in such communications so that we know that you no longer wish to receive such materials from us.

Revisions to Privacy Policy

The Internet and the benefits it offers are evolving rapidly, as are the ways in which people use the internet and the laws surrounding such. Fi-Plan Partners and Your Financial House therefore reserve the right to update and revise this privacy policy at any time. You can determine if it has been revised by referring to the "Last Updated" date at the top of this page. Your use of our Web site constitutes your acceptance of the terms of the privacy policy as amended or revised by us, and you should therefore review this privacy policy regularly to ensure that you are aware of its terms.

Links to Other Sites

This Web site contains links to other sites. Please be aware that we are not and cannot be responsible for the privacy practices of such other sites and that this privacy policy applies solely to the information which we collect through this website. We encourage you to ensure that you read the privacy statements of all the destination sites that you visit.

If you have any questions after reading this privacy policy, please contact us by writing to Privacy Management c/o Fi-Plan Partners 5825 Feldspar Way, Birmingham, Alabama 35244.
Copyright © 2006 Fi-Plan Partners

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