Investors' Insights and Market Updates

Inflation Grinch

 Jolly Markets After most equity indexes traded back in the month of November, we are hopeful that December will be a jollier month for equities. December is historically a solid month for stocks so as of now, we’re optimistic that stocks will sidestep the news of the new variant. Over the weekend, the news […]

Year-End Deadlines

 With the end of the year quickly approaching, there are several important deadlines and considerations that you should be aware of. In this week’s educational episode, Keri Fish, Chief Operations Officer, goes over what those deadlines are.   Keri Fish Chief Operations Officer Email Keri Fish here Fi Plan Partners is an independent investment […]

Emotional Markets

 Market Pullback We want to address the market pullback that happened this past Friday. It was one of the worst days for the market this year and it was due to the concerns of the new Coronavirus variant. One thing to point out is that, historically, the Friday after Thanksgiving is lightly traded, which […]

Let’s Talk Turkey

 In this educational episode, Trey Booth goes over the Thanksgiving Index data and tells us what the price of a Thanksgiving meal costs this year compared to last year.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners is an independent investment firm in Birmingham, AL, […]

Carving The Market Turkey

 Tax Rates Last week, the House passed the Build Back Better Plan for President Biden which will now go to the Senate. What was helpful, is that our research partners at Strategus and the committee responsible for the Federal Government sliced up the 2,468-page bill and gave us a summary which is shown in […]