Fi Plan Partners

Heading into the Week - Economic Calendar:

Mon 6/17: NY Empire State Manufacturing Index
Tues 6/18: Retail Sales
Wed 6/19: Juneteenth – Markets Closed
Thurs 6/20: Jobless Claims
Fri 6/21: S&P Global Manufacturing PMI



Hot Topic: Here’s where the jobs are for May 2024 — in one chart

www.cnbc.com

Check out this week’s report from First Trust, where they take a look at the auto sector in the United States and how it influences various sectors of the economy.

Click the link below to read the article and see the data.

Three on Thursday 6-13 View this post...

Are you a Business Owner feeling anxious about your financial future? Let Greg Powell's book, Better Richer Fuller, be your guide. In this week's episode, Greg emphasizes the importance of planning for your financial future and shares insights on how his book can help you develop a strategy to work towards your goals. Don't let financial worries hold you back from living your dream life.

Click the link below and learn how to turn your vision into reality.

Better Richer Fuller: Owning a Business - Fi Plan Partners Are you a Business Owner feeling anxious about your financial future? Let Greg Powell's book, Better Richer Fuller, be your guide. In this week's episode, Greg emphasizes the importance of planning for your financial future and shares insights on how his book can help you develop a strategy to achie...

Everyone help us wish Makenzie Fleming a very HAPPY BIRTHDAY! We are so thankful for you and hope you have a great day celebrating! Happy birthday!

Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Learn what the Portfolio Team has to say as they analyze the data and provide insights into the Fed's potential decision along with other key economic indicators.

Click the link below to learn more.

Fed Up, Stock Supply Down - Fi Plan Partners Stay informed with this week’s episode as the Federal Reserve prepares to make a significant announcement regarding inflation and interest rates. Learn what the Portfolio Team has to say as they analyze the data and provide insights into the Fed's potential decision along with other key economic i...

Heading into the Week - Economic Calendar:

Mon 6/10: 6-Month Bill Auction
Tues 6/11: NFIB Business Optimism Index
Wed 6/12: Fed Interest Rate Decision
Thurs 6/13: Producer Price Index
Fri 6/14: Michigan Consumer Sentiment Index

Check out this week’s report from First Trust, where they examine past presidential cycles and their implications for investing.

Click the link below to read the article and see the data.

Three on Thursday - Keep Politics Out Of Investing View this post...

Dive into this week's episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable insights on the application process. Whether you're a small business owner looking to secure funding or simply interested in learning more about financial opportunities, this episode is packed with essential information to help you make informed decisions. Tune in to gain a deeper understanding of SBA loans and enhance your financial knowledge.

Watch the full episode to learn more.

Understanding SBA Loans - Fi Plan Partners Dive into this week's episode where Ashley Page provides a comprehensive breakdown of the various types of SBA loans available and offers valuable insights on the application process. Whether you're a small business owner looking to secure funding or simply interested in learning more about financia...

Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of economic trends.

Gain valuable insights on how these significant topics could potentially influence the markets and economy by clicking the link below to watch the full episode.

Election and The Economy - Fi Plan Partners Join the Portfolio Team as they delve into discussions about the largest election in history and the essential reports they monitor to stay abreast of economic trends. Gain valuable insights on how these significant topics could potentially influence the markets and economy by clicking the link belo...

Heading into the Week - Economic Calendar:

Mon 6/3: ISM Manufacturing PMI
Tues 6/4: Factory Orders
Wed 6/5: ADP Employment Change
Thurs 6/6: Initial Jobless Claims
Fri 6/7: Average Hourly Earnings

Everyone help us wish Mark Hume a very HAPPY BIRTHDAY! We are so thankful for you and hope you have a great day celebrating! Happy birthday!

Check out this week’s report from First Trust, where they look at the Federal Reserve’s financials through the first quarter of 2024.

Click the link below to read the article and see the data.

Three on Thursday - Federal Reserve's Financials: Q1 Update View this post...

"I believe our flag is more than just cloth and ink. It is a universally recognized symbol that stands for liberty, and freedom. It is the history of our nation, and it's marked by the blood of those who died defending it." - John Thune

Happy Memorial Day from Fi Plan Partners!

Heading into the Week - Economic Calendar:

Mon 5/27: Memorial Day – Markets Closed
Tues 5/28: Consumer Confidence
Wed 5/29: Fed's Beige Book
Thurs 5/30: Gross Domestic Product Annualized
Fri 5/31: Core Personal Consumption Expenditures - Price Index

Check out this week’s report from First Trust, where they take a look at how nuclear energy is a crucial component of the global energy landscape.

Click the link below to read the article and see the data.

Three on Thursday - The Current State of Nuclear Energy View this post...

As a business owner, it's crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those critical decisions. In this episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, emphasize the significance of creating an exit plan well in advance. By proactively preparing for the transition out of your business, you can ensure a smooth and successful handover when the time comes.

Don't miss out on this informative episode.

Forming an Exit Strategy - Fi Plan Partners As a business owner, it's crucial to have a clear understanding of your exit options and to have a dedicated team to support you in making those critical decisions. In this insightful episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, emphasize the significance of cr...

Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valuable insights on rates, inflation, job trends, and more.

Click the link below to watch the full episode.

It Matters - Fi Plan Partners Stay ahead by tuning in to the latest episode where the Portfolio Team delves into crucial data points that will shape the upcoming months. Gain valuable insights on rates, inflation, job trends, and more. Click the link below to watch the full episode. Greg Powell, CIMA® President and CEO Wealth C...

Heading into the Week - Economic Calendar:

Mon 5/20: 3-Month Bill Auction
Tues 5/21: API Weekly Crude Oil Stock
Wed 5/22: FOMC Minutes / Existing Home Sales Change
Thurs 5/23: S&P Global Services PMI
Fri 5/24: Durable Goods Orders

Check out this week’s report from First Trust, where they delve into the state of Social Security.

Click the link below to read the article and see the data.

Three on Thursday - The State of Social Security View this post...

In this week's episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the complex process of exiting your business. With their knowledge of financial planning and business strategies, a CEPA® can help you maximize the value of your business and ensure a smooth transition.

Don't miss out on this informative episode that could potentially save you thousands of dollars in the long run. Tune in now!

How Can a CEPA Help You? - Fi Plan Partners In this week's episode, Bobby Norman, CFP®, AIF®, CEPA® and Robert L. Moody III, CFP®, CEPA®, shed light on the importance of partnering with a Certified Exit Planning Advisor. As a business owner, planning for the future of your business is crucial, and a CEPA® can help you navigate the compl...

Watch this episode, in which the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic data reports and gain insights on the Federal Reserve's actions to mitigate the impact.

Watch the full episode to learn more.

https://conta.cc/4dBD0Bv

Heading into the Week - Economic Calendar:

Mon 5/13: 3-Month Bill Auction
Tues 5/14: Producer Price Index ex Food & Energy
Wed 5/15: Consumer Price Index / Retail Sales
Thurs 5/16: Industrial Production
Fri 5/17: Baker Hughes US Oil Rig Count



Hot Topic: Here’s where the jobs are for April 2024 — in one chart
https://conta.cc/3UQopdY

www.cnbc.com

Check out this week’s report from First Trust, where they take a look at the state of natural gas in the United States.
Click the link below to read the article and see the data.

Three on Thursday - Natural Gas Fuels America's Energy Revolution View this post...

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and much more.

Don't miss out on this opportunity to learn more about how you can work to secure a financial future for yourself and your business.

Topics That Business Owners Overlook - Fi Plan Partners Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more. Don't miss out on this opportunity to...

Dive into this week's episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward.

Click the link below to learn more.

Market Returns and Fed Policy - Fi Plan Partners Dive into this week's episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward. Greg Powell, CIMA® President and CEO Wealth Consult...

Heading into the Week - Economic Calendar:

Mon 5/6: Loan Officer Survey
Tues 5/7: Consumer Credit Change
Wed 5/8: MBA Mortgage Applications
Thurs 5/9: Initial Jobless Claims
Fri 5/10: Michigan Consumer Sentiment Index

Check out this week’s report from First Trust, which covers the recent reports on incomes and spending in March.

Click the link below to read the article and see the data.

Personal Income Rose 0.5% in March View this post...

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 charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income.

Watch the full episode to hear Jason explain the benefits of QCDs and more.

Qualified Charitable Distributions - Fi Plan Partners 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 charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distri...

In this week’s episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation.

Click the link below to hear more about investment strategies, consumer income, and more.

Dividends and Liquidity Matter - Fi Plan Partners 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, and more. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman,...

Heading into the Week - Economic Calendar:

Mon 4/29: 6-Month Bill Auction
Tues 4/30: Housing Price Index
Wed 5/1: ADP Employment Change
Thurs 5/2: Goods Trade Balance
Fri 5/3: Average Hourly Earnings