Investors' Insights

Democratized Family Office What sets Fi Plan Partners apart from the rest? We are a democratized family office that provides comprehensive...

Gas Prices Over the weekend, news came out that a lot of the waivers for the Iranian oil sanctions are going to come off. Oil prices have spiked...

A Different Tax Year Happy tax week! It’s not a happy week for most but it’s a necessary week. We want to do everything we can to...

Small Business Optimism Happy Tax Day! Last week we talked about the importance of the economic reports turning positive. We got more...

Housing Costs Today we want to discuss the real estate market. As the spring and summer months are heating up, weather-wise, you have likely...

Jobs We had a great report last week that the number of people filing for unemployment benefits has hit a 50-year low. Hopefully this will dial...

IPOs We’ve had a surprisingly large amount of client interest in 2019 having to do with the IPO market. That’s probably a good thing...

Historical Performance After a horrible end to 2018, we had a strong first quarter to start in 2019. No guarantees, of course, but an...