EPISODE · Apr 14, 2025 · 6 MIN
Recession Checklist
from Investors' Insights and Market Updates · host Fi Plan Partners
Last week was one of the most volatile for markets in years, but we’ve got some encouraging news on inflation and valuable insights from our recession checklist. Don’t miss this breakdown from our Portfolio Team to better understand what’s really happening behind the headlines. Watch this episode to see the data and hear what they have to say. 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 Recession Checklist first appeared on Fi Plan Partners.
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Recession Checklist
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