Investors' Insights and Market Updates Podcast
1) October Markets: Trick or Treat?
Momentum Carries into October September is typically known as a difficult month for equities, yet this year it defied that reputation. The broader market ended the month up 3.1%, supported by strong e...Show More
2) The Triple Tax Advantage of an HSA
Did you know Health Savings Accounts (HSAs) allow contributions to bypass payroll, federal, and state taxes. Watch this week’s Educational Insights episode as Mark Hume outlines how HSAs work, who is ...Show More
3) Full House
Housing’s Key Role in the Economy Housing remains one of the most significant drivers of the U.S. economy, representing roughly 18% of GDP and more than one-third of consumer spending. Because of this...Show More
4) Introducing our New Marketing Manager
We are thrilled to welcome Lexie Watts to the Fi Plan Partners team as our new Marketing Manager. In this episode of Team Strategies, she sits down with our President and CEO, Greg Powell, and our COO...Show More
5) 966 Days
Navigating Today’s Bull Market The current bull market, which began on October 12, 2022, has now run for 34 months, well below the historical average of 59 months for bull markets since 1928. Although...Show More
6) Hidden Tax of Market Volatility
Market ups and downs don’t cancel each other out the way you might think. Watch this week’s Educational Insights episode as Trey Booth explains the “hidden tax” of volatility and why focusing on downs...Show More
7) Fed Meeting? Government Shutdown?
The Federal Reserve’s Decision and Market Impact The Federal Reserve is scheduled to meet on September 16–17, with markets largely expecting a 25-basis-point rate cut. While the size of the cut may al...Show More
8) Rates are the Story
Falling Rates and Market Implications Recent jobs data came in weaker than expected, which pushed long-term interest rates lower. The 10-year Treasury yield dropped from around 4.3% to below 4.1%, a s...Show More
9) Fed Comments, Market Response
Fed Hints at Rate Cuts Federal Reserve Chairman Jerome Powell made statements last Friday that strongly hinted at a potential interest rate cut in September. This would mark the first rate cut since D...Show More
10) Outearning Inflation
Labor Market Resilience Recent updates on inflation highlight important trends for consumers. While headline inflation remained relatively tame in July, the Producer Price Index (PPI) told a different...Show More