6 days ago
Fed Fury
Interest Rate Hikes For the last few years, the market has been 100% focused on what the Federal Reserve was going to do. During Covid, it was very stimulative,...
Insights
January 26, 2023
Tax Loss Harvesting
Watch or listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes to taxes. ...
January 23, 2023
Charts Don’t Lie
Market Update We want to give a quick update on where the market stands as we head into a very important week of corporate earnings. The S&P 500 has...
January 19, 2023
Unrealized vs Realized Gains and Losses
Listen to this week’s educational episode, where Ty Miller talks about taxable events in relation to gains and losses and how to know when it is considered realized versus unrealized....
January 9, 2023
2023 and You
Historical Markets One of the best ways you could describe the 2022 year is with the word volatility. This occurred in the stock and bond market. We saw the...
January 5, 2023
The Impact of Interest Rates on Housing Costs
Watch or listen to this week’s educational episode, where Trey Booth talks about the impact that interest rates have on the cost of mortgage payments and home prices, as well...
December 19, 2022
The Fed Grinch
Inflation Data The Consumer Price Index (CPI) report that measures inflation ended up being a nice Christmas surprise. The report came in at 7.1%, beating the expectation of 7.3%....
December 15, 2022
Innovation Mavericks: Rush Garner, Owner of Rush Wine Cellars
On this episode of Innovation Mavericks, Greg Powell, CEO of Fi Plan Partners, sits down with Rush Garner, Owner of Rush Wine Cellars, to talk about his journey from selling...
December 12, 2022
Inflation: Naughty or Nice?
Interest Rate Hikes This year is coming to a close, and very few market participants would disagree with the idea that inflation and the Federal Reserve have been the...
December 5, 2022
Low on Energy, High on Jobs
The Price of Gas The G7 plus Australia have agreed to implement a $60 price cap on barrels of oil from Russia. The reason that this is impactful is...