Planning With A Purpose
In this pandemic, with all the economic situations going on, it’s important to know where you are with your money and to know that you are on...
#463 Behind the Scenes
The Facts This recent market environment has been a strong one, but we wanted to go behind the scenes to really look at the facts and figure...
The COVID-19 Economic Recovery
How Owner-Managed Businesses Will Lead The COVID-19 Economic Recovery In the financial planning architecture at Fi Plan Partners, we have many...
#462 Economic Update
A Glimmer of Hope Last week, we talked about how we are watching the rising tensions between the US and China very carefully. Over the weekend...
5 Advantages Innovators Have in a Crisis
In difficult economic times, Americans tend to get tremendously innovative. New companies and new products historically have been what has...
#461 Rising Tensions
Spike in Volatility We saw a spike in volatility last week, starting on Thursday, because of the rising tensions between the US and...
Cyber Security
With the increase in technology and the time we are all spending in environments that are more virtual than normal, it’s important to...
#460 Realistic Optimism
Looking Forward Can the market hold these current levels or possibly go higher even though we’re seeing negative jobs numbers week...