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  • Home
  • Team
  • What We Do
    • Financial Planning
    • Portfolio Strategies
    • Business Consulting
    • Client Relations
  • The Process
    • Your Financial House
    • Fee-based Investing
    • Personal Financial Tools
  • News
    • Investor’s Insights and Market Updates
    • In the Media
  • Client Login
  • Contact Us
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
#410 News or the Markets?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#410 News or the Markets?
September 30, 2019 Comments

The Month of Volatility The month of October has historically been volatile. This month could follow that trend due to the recent impeachment talk...

#409 Increased Savings
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#409 Increased Savings
September 26, 2019 Comments

Savings Rate The savings rate is going up during an economic expansion. Why does that matter? Usually, Americans will save more when they’re...

#408 Really?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#408 Really?
September 23, 2019 Comments

The Farm Friday, the market traded down because news came out that the negotiations on the U.S. and China tariffs talks were cut short and the...

Democratized Family Office
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
Democratized Family Office
September 19, 2019 Comments

 Democratized Family Office What sets Fi Plan Partners apart from the rest? We are a democratized family office that provides comprehensive...

#407 Oil Rising – Fed On The Hot Seat
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#407 Oil Rising – Fed On The Hot Seat
September 16, 2019 Comments

Drone Strikes There was big news released over the weekend. An unexpected drone strike was carried out on a Saudi oil facility. That drove oil...

#406 Roth IRA vs. Traditional IRA
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#406 Roth IRA vs. Traditional IRA
September 12, 2019 Comments

Traditional IRA We often have clients ask questions about whether they should put additional funds into a Traditional IRA or a Roth IRA and the...

#405 How Bad Is It?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#405 How Bad Is It?
September 9, 2019 Comments

 Media Impact There’s a lot of discussion in the media about the recent job growth in August. We are hearing a lot of negativity around...

#404 How Women Are Driving Markets
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#404 How Women Are Driving Markets
August 30, 2019 Comments

 Driving Markets Women are driving financial markets in two major ways. Demographics like this dictate what products are bought and how they are...

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Fi Plan Partners is an investment, wealth management, and financial planning firm located in Birmingham, AL
serving clients across the nation. Securities, financial planning, and advisory services offered through LPL
Financial, a registered investment advisor.  Member FINRA/SIPC ©

 

5825 Feldspar Way, Hoover, Alabama 35244 | Phone: (205) 989-3498 | Toll Free: (888) 989-3498


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