15 hours ago
Financial Planning for Homeowners
In this educational episode, Mark Hume goes over two important financial planning topics for homeowners to know. Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here...
3 days ago
Be Careful What You Wish For
All Eyes on The Fed Market participants have wished for the Federal Reserve to pause on rate hikes for many months, and we may see that happen after their meeting...
March 16, 2023
Finding Tax Documents on Account View
Watch this week’s educational episode to hear Adam Vansant walk you through how to access tax documents on Account View. Adam Vansant, AIF®, BFA™ Senior Vice President of Operations...
March 13, 2023
Panic Not Required
The Banking Industry We want to address what happened last week in the banking industry and explain why the market had such a tough week. Last week the S&P 500...
March 6, 2023
Can the Market Hold the Line?
Interest Rates and Market Performance With the treasury yields spiking higher the past few weeks, we've had some questions about higher interest rates and market performance. We looked back from...
March 2, 2023
ETFs Vs. Mutual Funds
Watch or listen to this week’s educational episode to learn the difference between ETFs and mutual funds. Ty Miller Associate Vice President Email Ty Miller here Fi Plan Partners...
February 27, 2023
Inflation and Market Volatility
The Economy and The Fed The Fed’s “preferred” inflation gauge, the Personal Consumption Expenditures or PCE, not only came in worse than expected, but the prior three months were...
February 17, 2023
Behind the Screens
You don’t want to miss this week’s special episode of Investors’ Insights, where Greg Powell and Trey Booth answer a popular question that we often hear, “What is the purpose...
February 17, 2023
An 18th Anniversary Celebration
As we celebrate the 18th anniversary of Fi Plan Partners, we wanted to share a special message from our fearless leader, Greg Powell, to thank you for an incredible 18-year...
February 13, 2023
Romance with Inflation
Core CPI This week's market-moving event could be when the consumer price index report comes out on Tuesday. Expectations are that the annual price growth decelerated to 6.2%...