Investors' Insights

Unknowns Last year we had two big unknowns. We didn’t know what the Fed was going to do and we didn’t know what would happen to the trade talks...

ETF An exchange traded fund (ETF) is a pool or basket of investments that can be low cost. They trade similar to stocks in that they are priced...

Mortgage Rates We are watching the price action of the 10-year treasury yield. Last week we had the biggest drop in over a month even after a...

Interest Rate Impact We wanted to talk to you about the size of the Federal Reserve balance sheet. What are the two main ways in which the...

Earnings This week will be an important one for companies reporting earnings. There will be 126 S&P companies reporting this week. This...

Technology Update: Online Financial Tools Adam reviews over some of the many online financial tools Fi Plan Partners has to offer. This includes...

Child Tax Credit The market is a pricing mechanism for future expectations, positive or negative. The market then prices that in. Something we...

IRA Contribution Changes We do a lot of financial planning here at Fi Plan Partners. One of the most important planning tools to our clients is...