Investors' Insights and Market Updates

In this episode of Investors’ Insights, the Portfolio Team breaks down the latest developments from the U.S. and China trade talks and what the 90-day tariff reprieve could mean for the markets. They also cover key updates from the newly proposed tax bill, highlighting potential changes that could impact individuals, small businesses, and investors alike. Plus, they share the indicators they’re watching to determine whether this market rally has staying power. Watch or listen to learn about these topics and more.   Greg Powell, CIMA® [https://fiplanpartners.com/our-team/greg-powell/] President and CEO Wealth Consultant Email Greg Powell here [gpowell@fiplanpartners.com] Bobby Norman, CFP®, AIF®, CEPA® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Managing Director Wealth Consultant Email Bobby Norman here [bnorman@fiplanpartners.com] Trey Booth, CFA®, AIF® [https://fiplanpartners.com/team-new/trey-booth-cfa-aif/] Chief Investment Officer Wealth Consultant Email Trey Booth here [tbooth@fiplanpartners.com] Ty Miller [https://fiplanpartners.com/our-team/ty-miller/], AIF® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Associate Vice President Wealth Consultant Email Ty Miller here [tmiller@fiplanpartners.com]   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Hot off the Press [https://fiplanpartners.com/hot-off-the-press/] first appeared on Fi Plan Partners [https://fiplanpartners.com].

The market can’t ignore the signals the Fed is sending, and we’re unpacking what the data really means. In this episode of Investors’ Insights, our Portfolio Team breaks down key technical indicators, interest rate expectations, and why GDP headlines may not tell the whole story. Watch or listen to understand the signals behind the market noise.   Greg Powell, CIMA® [https://fiplanpartners.com/our-team/greg-powell/] President and CEO Wealth Consultant Email Greg Powell here [gpowell@fiplanpartners.com] Bobby Norman, CFP®, AIF®, CEPA® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Managing Director Wealth Consultant Email Bobby Norman here [bnorman@fiplanpartners.com] Trey Booth, CFA®, AIF® [https://fiplanpartners.com/team-new/trey-booth-cfa-aif/] Chief Investment Officer Wealth Consultant Email Trey Booth here [tbooth@fiplanpartners.com] Ty Miller [https://fiplanpartners.com/our-team/ty-miller/], AIF® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Associate Vice President Wealth Consultant Email Ty Miller here [tmiller@fiplanpartners.com]   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Market Resistance [https://fiplanpartners.com/market-resistance/] first appeared on Fi Plan Partners [https://fiplanpartners.com].

In this educational episode, Ty Miller explains what bonds are, how they are rated, and how they can serve as a strategic asset in certain portfolios. Watch the full episode to learn how bonds fit into a portfolio in today’s markets.   Ty Miller [https://fiplanpartners.com/our-team/ty-miller/], AIF® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Associate Vice President Wealth Consultant Email Ty Miller here [tmiller@fiplanpartners.com] Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Understanding Bonds [https://fiplanpartners.com/understanding-bonds/] first appeared on Fi Plan Partners [https://fiplanpartners.com].

From global tariffs to U.S. corporate earnings, our Portfolio Team breaks down the key market forces they’re tracking and explains how history may be repeating itself. Watch this episode to see how they’re connecting the dots and preparing for what’s ahead. Greg Powell, CIMA® [https://fiplanpartners.com/our-team/greg-powell/] President and CEO Wealth Consultant Email Greg Powell here [gpowell@fiplanpartners.com] Bobby Norman, CFP®, AIF®, CEPA® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Managing Director Wealth Consultant Email Bobby Norman here [bnorman@fiplanpartners.com] Trey Booth, CFA®, AIF® [https://fiplanpartners.com/team-new/trey-booth-cfa-aif/] Chief Investment Officer Wealth Consultant Email Trey Booth here [tbooth@fiplanpartners.com] Ty Miller [https://fiplanpartners.com/our-team/ty-miller/], AIF® [https://fiplanpartners.com/our-team/bobby-norman-cfp/] Associate Vice President Wealth Consultant Email Ty Miller here [tmiller@fiplanpartners.com]   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post It’s All Relative [https://fiplanpartners.com/its-all-relative/] first appeared on Fi Plan Partners [https://fiplanpartners.com].

The tax deadline brought more than just returns—it triggered a major shift in liquidity that could ripple through the markets. In this week’s episode of Investors’ Insights, the Portfolio Team unpacks the surprising implications for stocks, interest rates, future government spending, and more. Watch to learn how tax receipts, valuations, and capital expenditures are shaping the market.   Bobby Norman [https://fiplanpartners.com/our-team/bobby-norman-cfp/], CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here [bnorman@fiplanpartners.com] Trey Booth [https://fiplanpartners.com/team-new/trey-booth-cfa-aif/], CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here [tbooth@fiplanpartners.com] Ty Miller [https://fiplanpartners.com/our-team/ty-miller/] Associate Vice President Wealth Consultant Email Ty Miller here [tmiller@fiplanpartners.com]   Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor. The post Numbers Behind the Noise [https://fiplanpartners.com/numbers-behind-the-noise/] first appeared on Fi Plan Partners [https://fiplanpartners.com].