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Every Monday we bring you an unbiased analysis market events that could affect your investments. We bring you research, facts, and issues the popular news media ignores and share how we are helping our clients navigate through volatile markets.
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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 earnings momentum, a resilient economy, and renewed optimism around the Federal Reserve’s rate-cutting cycle. The ongoing surge in artificial intelligence investments also continues […]
The post October Markets: Trick or Treat? first appeared on Fi Plan Partners.
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 eligible, and why they are sometimes referred to as offering a “triple tax advantage.” Watch to learn more. Mark Hume, CFP® Senior Vice President […]
The post The Triple Tax Advantage of an HSA first appeared on Fi Plan Partners.
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 outsized impact, it also serves as a critical indicator of economic activity and future trends. Recent Federal Reserve rate cuts have prompted […]
The post Full House first appeared on Fi Plan Partners.
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, Felicia Ludlum, to discuss her passion for using marketing to elevate the client experience and her vision amplifying […]
The post Introducing our New Marketing Manager first appeared on Fi Plan Partners.
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 it may feel extended, the data suggests it is still relatively young compared to past cycles and has not yet delivered […]
The post 966 Days first appeared on Fi Plan Partners.
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 downside protection can make a major difference in your long-term returns. Watch to learn more. Trey Booth, CFA®, AIF® Chief Investment […]
The post Hidden Tax of Market Volatility first appeared on Fi Plan Partners.
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 already be priced in, the real question is how markets will respond afterward. Two areas are especially important: Long-term interest rates: The Fed […]
The post Fed Meeting? Government Shutdown? first appeared on Fi Plan Partners.
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 significant move that reflects market forces rather than direct Federal Reserve action. This decline is important because most businesses and households rely on long-term […]
The post Rates are the Story first appeared on Fi Plan Partners.
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 December 18, 2024, when the Fed reduced rates by 25 basis points. If implemented, the September cut would come after a nine-month […]
The post Fed Comments, Market Response first appeared on Fi Plan Partners.
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 story. The PPI for final demand, which measures average price changes received by domestic producers, showed that companies are increasingly passing cost increases along to consumers. Despite […]
The post Out-Earning Inflation first appeared on Fi Plan Partners.
Blended families can present unique estate planning challenges, especially when it comes to housing. Watch this week’s Educational Insights episode as Mark Hume explains how a life estate strategy, triggered by a will, could help ensure a surviving spouse has housing security while preserving the inheritance for biological children. Watch to learn more. Mark […]
The post Life Estates first appeared on Fi Plan Partners.
Outperforming Expectations in a Volatile Market Market volatility remained a dominant theme last week as investors continued to process the ongoing news around tariffs. Despite these headwinds, one critical driver of equity markets, corporate earnings, has delivered far stronger results than anticipated. As the second-quarter reporting season nears its close, with roughly 70% of S&P […]
The post Outperforming Expectations first appeared on Fi Plan Partners.
Insights on Tariffs and Market Movement Last week was a heavy one for markets. As we noted earlier, there was significant potential for volatility driven by macroeconomic data, and that’s exactly what unfolded. Between a lower-than-expected GDP print, a soft jobs report, and heightened geopolitical tension around trade, the result was increased market uncertainty. The […]
The post Decisions and Deadlines first appeared on Fi Plan Partners.
A provision in current tax law allows individuals to make qualified charitable distributions directly from their IRAs before reaching their required minimum distribution age. Watch this week’s Educational Insights episode as Mark Hume breaks down how this strategy remained unchanged through recent legislation and how it may offer tax advantages. Watch to learn more. […]
The post Charitable Giving Strategy first appeared on Fi Plan Partners.
Consumer Confidence and Household Resilience This week brings several important economic indicators, and consumer confidence is the top among them. Despite headlines about tariffs and slowing savings yields, the consumer remains surprisingly strong. We hear from clients that bank savings account yields are declining, and that’s supported by the data: peak yields from money market […]
The post How Soon We Forget first appeared on Fi Plan Partners.
As generational wealth shifts hands, new priorities and perspectives are rising to the forefront. Watch this week’s educational episode where Ashley Page breaks down how this transformation is influencing everything from charitable giving to long-term planning. Watch to learn more. Ashley Page, JD, MBA Senior Vice President Wealth Consultant Email Ashley Page here […]
The post How Women are Impacting Wealth Transfer first appeared on Fi Plan Partners.
The Small Business Boost Recent legislation, the One Big Beautiful Bill Act, has introduced significant tax incentives for small and medium-sized businesses, and these changes are already generating widespread interest. This is no surprise, as businesses with fewer than 500 employees make up more than 80% of total employment in the U.S. Specifically, companies with […]
The post Charts You Need to See first appeared on Fi Plan Partners.
Retirement plans aren’t one-size-fits-all and choosing the right one can make a big difference for your future. Watch this week’s educational episode where Ty Miller breaks down the key options, including some that many investors overlook. Watch to learn more. Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan […]
The post Retirement Plan Options first appeared on Fi Plan Partners.
Corporate Earnings: What to Watch and Why It Matters Earnings are always a major driver of the stock market, but this season carries even greater weight than usual. As economist Larry Kudlow famously said, “Earnings are the mother’s milk of stock market growth.” This earnings season is particularly important because of how much has changed […]
The post Second Half and Earnings first appeared on Fi Plan Partners.
Watch this week’s educational episode where Trey Booth unpacks a surprising perspective on America’s $50 trillion debt. You might be shocked at how small that number looks when you see what it’s up against. Watch to learn more. Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners […]
The post How Large is the US Debt? first appeared on Fi Plan Partners.
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