EPISODE · Apr 29, 2024 · 7 MIN
Dividends and Liquidity Matter
from Investors' Insights and Market Updates · host 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, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Ty Miller Associate Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Dividends and Liquidity Matter first appeared on Fi Plan Partners.
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Dividends and Liquidity Matter
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