EPISODE · Oct 21, 2024 · 10 MIN
Pause or Refresh?
from Investors' Insights and Market Updates · host Fi Plan Partners
In this episode, the Portfolio Team discusses pressing concerns surrounding global geopolitics and its effects on the markets. We share insights on historical market volatility during similar events, analyze the current state of inflation, and review recent data indicating a slowdown in consumer and business activities. Watch to stay informed as we keep you updated on these market-moving topics 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 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 Pause or Refresh? first appeared on Fi Plan Partners.
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