November 24, 2018
CNBC talks market volatility with Greg Powell
Greg reflects on how trade talks could change the dynamic in the market from a sentiment standpoint.
November 16, 2018
Financial Advisor – Four Important Tips To Help Clients Teach Their Kids About Money
When it comes to retirement planning, most clients fail to realize that their children have a significant role to play on their “retirement team.”
October 23, 2018
3 Ways Advisors Can Help Business-Owner Clients Succeed
Advisors must work with entrepreneurial clients to see how their companies fit into their broader portfolios.
October 16, 2018
The Homewood Star – Financial planning discussed at luncheon
Greg Powell speaks at the Homewood Chamber of Commerce luncheon about planning for the future.
October 15, 2018
Reuters, Fred Katayama, talks with Greg Powell regarding market strategies ahead of the Midterm Elections
Greg Powell joined Fred Katayama on Reuters to discuss market strategies ahead of the Midterm Elections.
September 10, 2018
How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards
What questions should high-net-worth business owners be asking professionals?
August 1, 2018
Reuters, Fred Katayama, talks with Greg Powell regarding market sectors and community banks
Greg Powell discusses market sectors via Skype interview with Fred Katayama of Reuters TV.
July 9, 2018
Private Wealth Magazine: Expert Views by Greg Powell
Aligning Client Lifestyle, Dreams and Legacy Goals With Wealth Objectives by Greg Powell, featured in Private Wealth Magazine.
June 12, 2018
Overlooked Millionaires: Finding A Home In The Democratized Family Office Model Of Financial Advice
How the model of the democratized family office meets the needs of a growing segment of the population
June 8, 2018
Fox Business, Liz Claman, asks Powell which sectors investors should watch on “The Closing Bell”
Fi Plan Partner CEO Greg Powell discusses which sectors investors should watch and why people should avoid investing in multinational corporations.