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  • Home
  • Team
  • What We Do
    • Financial Planning
    • Portfolio Strategies
    • Business Consulting
    • Client Relations
  • The Process
    • Your Financial House
    • Fee-based Investing
    • Personal Financial Tools
  • News
    • Investor’s Insights and Market Updates
    • In the Media
  • Client Login
  • Contact Us
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(888) 989-3498
5825 Feldspar Way, Hoover, AL 35244
Business Owner Anxieties Post COVID
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
Business Owner Anxieties Post COVID
January 21, 2021 Comments

   As a business owner, there are things related to your finances such as building your wealth with assets not tied to the market, that are...

#495 Rising Costs
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#495 Rising Costs
January 16, 2021 Comments

 Biden Tax Plan We hope that everyone has enjoyed the Martin Luther King Jr. holiday. Even though the market is closed today, we wanted to send...

What is a SPAC?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
What is a SPAC?
January 14, 2021 Comments

 Special Purpose Acquisition Companies have been around for decades but recently have become very popular in the financial press. Watch today’s...

#494 Juggling January Markets
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#494 Juggling January Markets
January 11, 2021 Comments

 Technical Analysis The S&P 500 closed this past Friday at 3,824, which pushes the resistance level to 3,880 and the support level to 3,730...

How Will Stimulus Payments Affect 2020 Tax Filings?
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
How Will Stimulus Payments Affect 2020 Tax Filings?
January 7, 2021 Comments

In this vlog, Jason Hatley goes over everything you need to know about the first and second round of stimulus payouts and how it relates to filing...

#493 Georgia On My Mind
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#493 Georgia On My Mind
January 4, 2021 Comments

Possible Disruption Happy New Year! We want to start out by saying that record low-interest rates, monetary actions by the Federal Reserve, and...

5 New Year Financial Resolutions
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
5 New Year Financial Resolutions
December 31, 2020 Comments

 With 2020 coming to an end, it’s important to look at New Year Financial Resolutions for 2021. Bobby Norman, our Managing Director, lists 5...

#492 Year-End Market Relief
Economic Outlook Investors' Insights Podcasts Video Weekly Market Updates
#492 Year-End Market Relief
December 28, 2020 Comments

 Relief Bill Last night, we received news that President Trump signed a Covid relief bill and the market is starting to show some strength from...

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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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