In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to char

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn more about investment strategies, consumer income, an

The Portfolio Team at Fi Plan Partners constantly analyzes market trends, both positive and negative. Watch this weeks episode to hear them discuss market drawdowns, concentration risks, and more. Cl

Tune in for a detailed discussion with Trey Booth as he delves into the details behind the rise in US debt, as well as the strength of Corporate Americas Balance Sheet and the US Treasury. Trey Boo

Join the Portfolio Team in this weeks vlog as they delve into a discussion on inflation and April seasonality, shedding light on how these factors could potentially influence the markets as we head i

Dive into the topic of market volatility with our Portfolio Team in this weeks episode. Gain insights into what the Portfolio Team looks at during market reactions and how they identify signs of a pe

Stay ahead of the game this tax season with our latest educational episode featuring Adam Vansant, SVP of Operations and Advisory Services, and Sonja McGittigan, Operations Specialist. Gain valuable i

Join us in this episode as the Portfolio Team delves into the intricacies of debt, GDP, earnings, and other crucial economic indicators. Gain valuable insights into how this data shapes the future of

Join Trey Booth and Greg Powell in this engaging episode where they delve into the future of interest rates and other market-moving topics such as the US Treasury, debt, and more. Gain valuable insigh

Dive into the latest insights on the US commercial real estate market as Ashley Page sheds light on the significant 20% vacancy rate. Discover the underlying reasons for these vacancies and gain a dee