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Stock Market Update is a daily podcast that equips its listeners with daily market updates which amplifies their knowledge and interest in the capital markets. This is an initiative taken by the Stock Market Institute, a pioneer in stock market training in India, whose motto is to spread financial literacy https://stockmarketinstitute.org/
 
Build your confidence with this podcast that gives every investor valuable knowledge about the financial markets and investment strategies. Subscribe and listen to weekly market commentaries every Monday from 34 year financial veteran,Greg Powell, CIMA, and his fi-Plan Portfolio Strategies Team. Combining years of financial experience, humor, and insight, they candidly discuss their current market concerns and what investors can expect for the week to come. Greg and another team members post ...
 
Martiak Market Update discusses the top trends shaping the global financial markets and economies. This podcast explores topics ranging from market updates, to the economy and personal finance. Money is knowledge, and I understand life happens and this program will help you navigate your relationship with money, with timely guidance and a unique perspective.
 
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Watch this week’s educational vlog from Ashley Page to hear what five topics, one being inflation, will shape the markets in the upcoming year. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]…
 
The Consumer Even though it is off elevated levels compared to when we were getting stimulus, the personal savings rate is higher than it was before the pandemic. Retail sales are up from pre-COVID levels coming in last week at a 0.7% increase when they were expected to decline 0.2%. This shows that the […]…
 
Dividend Increases Dividend increases remain robust with ample cash on the sidelines by corporations. As you can see in the chart shown in the video for this episode, S&P 500 companies continue to deploy some of their cash in the form of dividend payments, with 72 increases and 5 initiations taking place in the […]…
 
What is Medicare and how do you enroll? Jason Hatley answers these questions in this week’s educational episode. Jason Hatley, CPA Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and…
 
September to Remember In our first vlog for the month of September, we highlighted the volatility that has been historically seen in the month of September. We said this year might be a September to remember and it lived up to its tough reputation as the S&P 500 Index fell 4.8% in September making […]…
 
Inflation and Supply Delays We want to give our viewers an update on inflation and the supply delays that we’re seeing impact what the Fed is doing, as well as how supply constraints are impacting corporate earnings. You can see in the chart shown in the video for this episode that we are still seeing […]…
 
Our newest addition to the Financial Planning team at Fi Plan Partners, Mark Hume, and our President, Greg Powell, sat down to go over the first draft of the new proposed tax changes. Listen to this week’s educational episode to hear what they have to say about the tax changes and how they could […]Fi Plan Partners による
 
Global Impact This week is starting off on a down note in U.S. markets. This is largely driven by negative news about how one of the largest retail developers in China is looking at potential bankruptcy. The reason this may be impactful on global markets is because this retail developer is a $300 billion worth […]…
 
Watch this educational episode to learn what the 11 sectors of the market are and how they play a role in building portfolios. Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through […]…
 
Yields Despite economic reports for the last six weeks being lower, punctuated with a big miss in payroll two weeks ago, yields have held their own and are on the doorstep of pushing through the important 1.38% level. It’s important to note that the resiliency from yields, despite the weak data, likely suggests that […]…
 
In this educational episode, Ashley Page goes over some of the top supply chain issues that are keeping prices higher in the United States. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the […]…
 
A Repeat in History? This month could be a September to remember. Congress is about to begin a debate on the largest tax increase in 50 years as well as the largest spending package since the great depression. These topics are in addition to, the debt ceiling, the Fed tapering talk, the fiscal drag, […]…
 
GDP means Gross Domestic Product but how does that tie into how well our economy is doing? Listen to this week’s educational episode to hear Trey Booth explain how GDP is measured in relation to our economy. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here Fi Plan […]…
 
Join Mark Martiak as he takes a deeper look into the retail trading app Robinhood and to discuss some of the reasons why Millennials and Gen Z are flocking to app based personal finance tools. ----- Connect with Mark Twitter: @premieradvisor Facebook: @premieradvisormmartiak IG: @premieradvisor ----- Learn more about Mark www.markmartiak.com ----- …
 
Millennials are reaching their prime working and spending years. In this episode join Mark Martiak to learn some practical tips and tools to help navigate investing in volatile markets. ----- Connect with Mark Twitter: @premieradvisor Facebook: @premieradvisormmartiak IG: @premieradvisor ----- Learn more about Mark www.markmartiak.com ----- Click h…
 
Market Tailwinds There are a lot of worries when it comes to the world and the markets right now. The Middle East uncertainty along with inflation scares, covid, and now Hurricane Ida, are among several of the main topics. The hurricane has caused oil firms to slash output by 91% in the gulf, so […]Fi Plan Partners による
 
This week’s educational vlog comes from our Financial Planning Manager, Jason Hatley. He goes over the importance of making sure your Will matches your beneficiary expectations on your other insurance and retirement accounts. Tune in to hear ways on how to make sure you are all set! Jason Hatley, CPA Vice President Financial […]…
 
Headwinds One market headwind that we’ve been following for a few months is starting to get worse. That problem is inflation which is tied to higher demand and lower supply due to the pandemic. Our concern is that in the past few weeks we’ve seen numerous ports in China be shut down due to […]Fi Plan Partners による
 
Technical Analysis Last week we had a momentum change in the market. We saw the S&P 500 close on Friday at 4,468 which pushes the resistance level to 4,490 and the support level to 4,440. We gave intermediate to long-term moving day averages the last few weeks, so today we wanted to go over […]Fi Plan Partners による
 
Global Impact We prefaced this last week, but the most important data point each month is the jobs data point. The reason for that is because that’s the information that the Federal Reserve is looking at to decide whether or not they should reduce, increase, or continue their bond purchases. The Fed has said […]…
 
Bulls vs. Bears Right now, there’s a big debate going on between the bulls and the bears. Some people believe the market can continue to be strong while others believe that we’re going to see the market turn down. There are no guarantees, but at this point the Fed is undefeated. Based on research […]…
 
Recently, there has been a lot of conversation about housing prices going up as well as the increased demand for housing, which is driven by interest rates. Watch or listen to this week’s episode to hear Trey Booth talk about the supply and demand of housing and what possible issues could arise in […]…
 
Dips and Rallies This week could be the most important week in the summer. This will be the busiest week for corporate earnings which will include several big tech firms reporting earnings. So far, the second quarter earnings season has been stronger than expected with 88% of S&P 500 companies reporting positive earnings. On […]…
 
Tax Increases We have been asked recently about our thoughts on the potential tax increases this year. Democrats want to pass a budget by the August recess, which we think is a pretty quick turnaround time. If they’re successful in getting the budget passed in July or early August then second step, the actual legislation, […]…
 
In this week’s educational episode, Keri Fish, Chief Operations Officer at Fi Plan Partners, answers questions regarding retirement accounts and required minimum distributions. Watch as Keri explains what you need to know about taking your RMD prior to the 2021 deadline. Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan […]…
 
High Expectations This week, our attention will be on the beginning of second quarter earnings season. Earnings are expected to be up over 60% compared to a year ago. There are also expectations that some sectors of the economy could see their earnings up 200-400% from a year ago when the economy was dealing […]…
 
The Uniform Gift to Minors Act and the Uniform Transfers to Minors Act both serve as custodial accounts and can be a great way for parents to store and protect assets for a minor until he or she reaches the age of majority. The age of majority is usually between the ages of 18 […]Fi Plan Partners による
 
Record Highs The S&P 500 Index hit a new record high last week. However, we’ve noticed that under the surface fewer stocks have been participating. Just 15% of the stocks in the index hit a new one-month high along with the benchmark on June 24. For the first time since December of 1999, a […]Fi Plan Partners による
 
Tune in to this week’s educational market update as Adam Vansant explains the importance of moving day averages when it comes to your portfolio. Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation […]…
 
Goods vs. Services For the last 50 or so years, the U.S. economy has been driven by a transition from goods production to services the reason that is positive things is that that model is very deflationary. It’s deflationary because the amount that individuals are able to spend on services, is limitless. The amount […]…
 
What supply shocks are we currently experiencing, economically, and is it a good or bad thing? Ashley Page explains this in this educational episode. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across […]…
 
The 10-Year Yield Last week, we mentioned that the Fed speaking on Wednesday would be a big market-moving event, and that ended up becoming a reality. The market sold off after the Fed’s meeting on Wednesday. While no action was taken, it was the verbiage that the Fed used around having to possibly raise […]…
 
What are the top mistakes people make when it comes to Estate Planning? Watch the second part of this two-part series to learn who and what to consider when planning for your future. Check out last week’s episode for part one. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here […]…
 
Technical Analysis Friday, the S&P 500 closed at a price of 4,247. That gives us a new resistance level of 4,270 and a new support level of 4,220. We talk about the 50-day moving average along with the 100-day moving average, but now that we are approaching mid-year, we wanted to go over the […]Fi Plan Partners による
 
What are the top mistakes made when it comes to Estate Planning? Watch the first part of this two-part series to learn who and what to consider when planning for your future. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Jason Hatley, CPA Vice President Financial Planning Manager Email […]…
 
Technical Analysis The S&P 500 closed this past Friday at a price of 4,229 which pushes the resistance level to a price of 4,260 and the support level to 4,200. Another thing to point out this week is the 100-day moving average which has finally pushed over the 4000 mark. This is one item […]Fi Plan Partners による
 
“Freedom is never more than one generation away from extinction. We didn’t pass it to our children in the bloodstream. It must be fought for, protected, and handed on for them to do the same, or one day we will spend our sunset years telling our children and our children’s children what it was […]Fi Plan Partners による
 
What is volatility in the markets and is it a good or bad thing? Watch or listen to this week’s educational episode to learn about the ups and downs of the market and what it means overall. Adam Vansant, AIF® Associate Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners […]Fi Plan Partners による
 
Consumer Concerns There are many distractions and concerns out in the world today, so we wanted to go over the main topics that we’re hearing about. First of all, people are concerned about inflation. They’re still very concerned about COVID, even though the vaccinations are available. People have voiced concerns about the volatility in […]…
 
Technical Analysis We think it is important to carve out some time during the vlogs, weekly, to give you some important data from a technical analysis standpoint. Early last week, we saw the markets pull back but then came a slight surge towards the end of the week that ultimately led us to Friday’s […]…
 
Worker productivity is at a 10-year high but how does that affect the markets and your portfolio? Watch or listen to this educational update where Ashley Page answers this question. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here Fi Plan Partners is an independent investment firm in […]…
 
Recovery and Expansion On Friday, we got the most disappointing jobs number in the history of tracking the US jobs market. Around 266,000 jobs were created month-over-month, which is a really good number. However, it is very disappointing compared to the over 1 million jobs that were expected by economists. That was very fascinating […]…
 
Watch or listen to this week’s educational vlog where Trey Booth goes over recent price increases due to the ups and downs of supply and demand. Trey Booth, CFA®, AIF® Senior Vice President Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients […]…
 
Sell in May & Go Away There is an old theory on Wall Street termed “Sell in May and Go Away”. This alludes to the fact that equities tend to underperform from May to October, so traders should sell and wait until the fall until the markets are better. Historically, this isn’t the best […]Fi Plan Partners による
 
Have you ever wondered of potential ways to invest for your children? Watch as Jason Hatley, our Financial Planning Manager dives into this topic. Jason Hatley, CPA Vice President Financial Planning Manager Email Jason Hatley here Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through […]…
 
What’s Behind The 4? There is a reason why we chose the number four in our title today. First of all, the S&P 500 has broken through 4000 and we are looking at record highs. This is not a recommendation to buy, but another thing is that this week four big tech companies, […]Fi Plan Partners による
 
Bobby Norman goes over one of our most asked client questions. How can I go paperless? Watch this video to learn how to select the paperless option on your Account View profile for statements and other documents. Bobby Norman, CFP®, AIF® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners […]…
 
In conjunction with Main Street Alabama, the team at Fi Plan Partners held a Business Owner Resource Webinar that covered the following topics: SBA Loans PPP Forgiveness Navigating Market Anxiety Business Consulting and Succession Planning Financial Planning for Loss in Your Business Watch or listen to the recording of our webinar to learn […]…
 
Consumer Update Last week, we talked about how we were looking forward to a lot of information on the consumer coming out. This week, we wanted to address the findings of what we were anticipating coming out. The month-over-month retail sales number was a big number we were looking for. Expectations were for it […]…
 
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