February 3, 2022
Our Unique Approach At Fi Plan Partners, we offer a wide range of services to our clients. We use a Democratized Family Office® approach which makes the process seamless and more...
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February 17, 2023
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...
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April 16, 2020
The 500 Often when you hear people talk about the market, they’re talking about the S&P 500. The S&P 500 represents the 500 largest publicly-traded companies in the United States....
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August 26, 2021
In this educational episode, Jason Hatley breaks down why matching your will and account beneficiaries is more than just a formality, it’s key to avoiding delays, confusion, or complications for...
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April 27, 2010
Listen to audio podcast here: (4:29 min.) [audio:https://fiplanpartners.com/audio/4.27.10Final.mp3] On Friday, April 23, Greece asked its fellow Euro Zone countries and the IMF Fund to bail it out. The debate now...
April 22, 2010
[caption id="attachment_148" align="alignleft" width="150" caption="Greg Powell and "The Blind Side" Author Michael Lewis"][/caption] The Securities and Exchange Commission (SEC) on Friday, April 16th, hit Goldman Sachs with a civil fraud...
April 6, 2010
One year ago, as the economy was in the depths of the recession and the stock market made the low for the decade, a frequently asked question had to do...
January 13, 2010
Here we go again... Today Bloomberg.com and the Wall Street Journal are reporting that the White House and Congressional leaders are considering to hit the banks with a fee due...
December 30, 2009
December 30, 2009: The next six months will reveal how severe the next wave of credit risk really is. We know that a second round of delinquencies and foreclosures related...
November 23, 2009
November 23, 2009: It was the great hockey player Wayne Gretzky who was once asked, “What do you attribute to being one of the greatest players in hockey?” Gretzky replied,...
November 3, 2009
November 3, 2009: With the improving economic backdrop, equity markets have continued their strong rally. The Dow Jones Industrial Average, which bottomed intra-day at 6,440 on March 9, 2009 has...
October 20, 2009
October 29, 2009: We have spent the last twelve months as a country debating the question, “Are there companies that are too big to fail?” I think we have clearly...
October 19, 2009
October 19, 2009: On October 19, 1987, I watched painfully as the stock market crashed down by 500 points. In my past 28 years, I have experienced these types of ...
September 11, 2009
September 11, 2009: “So goes August, so goes the market.” In my 28 years of being in the industry, I’ve never heard that the month of August determined the stock...
People spend countless hours planning everything from careers, to weddings, to vacations. Yet far too many people neglect to plan for their financial future. And many of these same people fail to achieve financial goals and live the life they want.
At Fi Plan Partners, we believe nothing is more critical than planning for your financial well-being. Because only through careful planning — and embracing and adhering to your plan — can you build and live a Better, Richer, Fuller® life.
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