The Portfolio Team invites you to join them for an insightful discussion on the inverted yield curve, which has historically led to recessions, as well as other important topics such as record product

In this episode, Ty Miller provides a comprehensive overview of stock splits and reverse stock splits. He delves into the reasons why companies choose to do these splits and how they can impact invest

Join the Portfolio Team as they discuss inflation, the consumer, and other factors impacting markets currently and what to expect moving forward. Watch the video to hear what they have to say. Tre

Consumer Strength Weve been enjoying a strong equity market overall, but as always, we are looking at our leading economic indicators. The strength of the consumer and robust consumer spending have b

Inflation has been a hot topic in recent years, and for good reason. It can have a significant impact on the stock and bond markets. In this weeks episode, Trey Booth breaks down the metrics of the p

In this weeks episode, the Portfolio Team delves into the potential government shutdown and its impact on the economy. They also provide updates on inflation and discuss how election year worries cou

Here we are nearly two decades after the doors of Fi Plan Partners opened for the first time on February 18, 2005. Little did we know what the market would do over the next 19 years. In this weeks ep

As an employee, you may be eligible for a range of benefits offered by your company. These benefits may include health insurance, 401(k) matching, HSAs, and more. However, it can be confusing to know

Geopolitical Events In a meeting last week, a client mentioned how they are worried about the conflict in the Middle East and with Russia and Ukraine and asked if they should reduce risk to stocks unt

We are thrilled to welcome Robert L. Moody III, CFP, CEPA, to our Financial Planning team at Fi Plan Partners. In this episode, he sits down with our President and CEO, Greg Powell, to discuss his p