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  • Home
  • Team
  • What We Do
    • Financial Planning
    • Portfolio Strategies
    • Business Consulting
    • Client Relations
  • The Process
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    • Personal Financial Tools
  • News
    • Investor’s Insights and Market Updates
    • In the Media
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
Economic Outlook
Washington and the Markets
November 18, 2010 Comments

Market participants breathed a sigh of relief in early November. The arrival of the long-awaited mid-term elections and the Federal Reserve (Fed)...

Economic Outlook Investors' Insights
“One and A Half Cents” on the Fourth Quarter
October 20, 2010 Comments

As the calendar turned to fall, the markets began to rise. While bonds posted a respectable 2.5% gain for the third quarter, measured by the...

Economic Outlook Investors' Insights
Textbook September as Economy Passes Test
September 15, 2010 Comments

The first few days of September revealed much of what the economy did with its summer vacation. The economic data for the summer months through...

Economic Outlook
Market Update: Market Provides Unwelcome Chill for Summer
September 3, 2010 Comments

Now that August is behind us, the only certainty is that the market’s direction appears quite uncertain. The S&P 500 Index, a proxy for the...

Economic Outlook Investors' Insights
Weekly Financial Market Commentary (Taxes/Investments) Download
August 5, 2010 Comments

As we go further into the 3rd quarter of the year and approach the 4th, one of the biggest concerns of financial investors is the elections in...

Economic Outlook Investors' Insights
The Economic Impact On the Gulf Coast
July 15, 2010 Comments

Recently around the July 4 holiday, I had the opportunity to visit with clients in the Fort Morgan, Gulf Shores, and Orange Beach gulf coasts of...

Economic Outlook Great Recession Investors' Insights
Greece-ing” the Skids of Opportunity
June 24, 2010 Comments

After rising almost 9% in the first 66 days of 2010, the market abruptly changed direction on April 24, 2010. The reasons for pullbacks are never...

Investors' Insights retirement
Financial Independence without Government Subsidies
June 8, 2010 Comments

Don’t let your financial future dissolve before your eyes because you were told it would be provided by certain benefits. In 2008, Roger...

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Fi Plan Partners is an investment, wealth management, and financial planning firm located in Birmingham, AL
serving clients across the nation. Securities, financial planning, and advisory services offered through LPL
Financial, a registered investment advisor.  Member FINRA/SIPC ©

 

5825 Feldspar Way, Hoover, Alabama 35244 | Phone: (205) 989-3498 | Toll Free: (888) 989-3498


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