Investors' Insights and Market Updates

Momentum Carries into October September is typically known as a difficult month for equiti... more

Did you know Health Savings Accounts (HSAs) allow contributions to bypass payroll, federal... more

Housing’s Key Role in the Economy Housing remains one of the most significant drivers of t... more

We are thrilled to welcome Lexie Watts to the Fi Plan Partners team as our new Marketing M... more

Navigating Today’s Bull Market The current bull market, which began on October 12, 2022, h... more

Market ups and downs don’t cancel each other out the way you might think. Watch this week’... more

The Federal Reserve’s Decision and Market Impact The Federal Reserve is scheduled to meet ... more

Falling Rates and Market Implications Recent jobs data came in weaker than expected, which... more

Fed Hints at Rate Cuts Federal Reserve Chairman Jerome Powell made statements last Friday ... more

Labor Market Resilience Recent updates on inflation highlight important trends for consume... more

Blended families can present unique estate planning challenges, especially when it comes t... more

Outperforming Expectations in a Volatile Market Market volatility remained a dominant them... more

Insights on Tariffs and Market Movement Last week was a heavy one for markets. As we noted... more

A provision in current tax law allows individuals to make qualified charitable distributio... more

Consumer Confidence and Household Resilience This week brings several important economic i... more

As generational wealth shifts hands, new priorities and perspectives are rising to the for... more

The Small Business Boost Recent legislation, the One Big Beautiful Bill Act, has introduce... more

Retirement plans aren’t one-size-fits-all and choosing the right one can make a big differ... more

Corporate Earnings: What to Watch and Why It Matters Earnings are always a major driver of... more

Watch this week’s educational episode where Trey Booth unpacks a surprising perspective on... more

This week on Investors’ Insights, we break down the newly passed legislation that’s making... more