Home for the Holidays episode artwork

EPISODE · Nov 25, 2024 · 2 MIN

Home for the Holidays

from Investors' Insights and Market Updates · host Fi Plan Partners

In this episode, the Portfolio Team discusses the latest updates on Thanksgiving costs, including a welcome decrease in the price of dinner for 10. They also dive into the current housing market, highlighting the impact of rising mortgage rates and the importance of staying informed during the holiday season. Watch to learn about these topics and more.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth 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 Home for the Holidays first appeared on Fi Plan Partners.

Episode metadata supplied by the publisher feed · Published Nov 25, 2024

Embed this episode

NOW PLAYING

Home for the Holidays

0:00 2:49

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Investors' Insights and Market Updates?

This episode is 2 minutes long.

When was this Investors' Insights and Market Updates episode published?

This episode was published on November 25, 2024.

Can I download this Investors' Insights and Market Updates episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!