May 3, 2023
New RMD Rules for 2023
In this week’s educational episode, you will learn about the newly enacted age delay rules for Required Minimum Distributions set forth by the Secure 2.0 Act. Watch as Mark Hume...
Insights
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May 1, 2023
Fund Flows
Banking and The Fed The Federal Reserve's Open Market Committee will be meeting this week and announcing their decision on interest rates. The market expects they will raise rates by...
April 27, 2023
Inflation and Investment Returns
Inflation has caused many Americans to adjust their budget and spending habits, but how has it impacted investment returns? In this week’s educational episode, Bobby Norman goes over the risk...
April 24, 2023
Seven Percent Gauge
Market History This will be one of the busiest weeks for the first quarter earnings season, and we want to address the concerns around expectations for earnings growth to be...
April 20, 2023
What is Correlation?
Listen to this week's educational episode to hear Ty Miller talk about what correlation means and how it relates to portfolio diversification. Ty Miller Associate Vice President Wealth Consultant...
April 17, 2023
Debt Up, Fuel Down
The Debt Ceiling This week's market-moving event is around the debt ceiling debate. Investors will watch carefully as the House Speaker gives his speech at the New York Stock Exchange....
April 13, 2023
The Client Experience
Join us for this week’s educational episode, where Greg Powell sits down with our newest team member, Makenzie Phillips, to discuss her role as Operations Specialist and what she enjoys...
April 10, 2023
The Misery Index and Markets
Jobs The jobs report on Friday showed that 236,000 jobs were added to the workforce. The unemployment rate fell to 3.5% from the previous 3.6%, and the labor participation rate...
April 6, 2023
SIPC Asset Protection
In this week’s educational episode, Trey Booth, Chief Investment Officer at Fi Plan Partners, explains the difference between the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation...
April 3, 2023
Market Seasonality
Historical April March was volatile, but seasonality patterns prevailed, as stocks performed well in the last half of the month. As you can see in a chart shown in this...