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  • Home
  • Team
  • What We Do
    • Financial Planning
    • Portfolio Strategies
    • Business Consulting
    • Client Relations
  • The Process
    • Your Financial House
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    • Personal Financial Tools
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
Year-End To-Dos
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
Year-End To-Dos
December 17, 2020 Comments

 The end of 2020 is quickly approaching and, with that, comes decisions regarding your IRA and taxes that may need to be made before January 1...

#490 Vaccination Visibility
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#490 Vaccination Visibility
December 14, 2020 Comments

 Market-Moving Events The upcoming market-moving event to watch for will be the Federal Reserve meeting this week. This meeting holds great value...

#489 Is The Market Immune?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#489 Is The Market Immune?
December 7, 2020 Comments

 Vaccine News In last week’s vlog, we talked about several reasons why the market has come back so strong. Topics included the Federal Reserve...

#488 Market Conflict
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#488 Market Conflict
November 30, 2020 Comments

 Why Is The Market Strong? How can the market continue to move up so strongly if we’re still seeing businesses closing as well as hearing...

#487 Thanksgiving Market Update
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#487 Thanksgiving Market Update
November 23, 2020 Comments

What to Watch We hope everybody has a safe and happy Thanksgiving. We hope you all have some good quality time with family and friends while...

Innovation Mavericks – Vince Thompson, Build Brand You
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
Innovation Mavericks – Vince Thompson, Build Brand You
November 19, 2020 Comments

 Innovation Mavericks Today’s Innovation Maverick video is with Greg Powell, CEO of Fi Plan Partners, and Vince Thompson, CEO of MELT and author...

#486 Virus vs. Consumer Strength
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#486 Virus vs. Consumer Strength
November 16, 2020 Comments

 Consumer Strength The strength of the U.S. consumer will be the key focus this week. Big box retailers will be reporting earnings and hopefully...

Innovation Mavericks: Art Carden, Leave Me Alone and I’ll Make You Rich
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
Innovation Mavericks: Art Carden, Leave Me Alone and I’ll Make You Rich
November 12, 2020 Comments

Innovation Mavericks What is a Maverick? Mavericks are free-thinking people who refuse to conform to society standards and are driven to change...

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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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