Investors' Insights and Market Updates

About Investors' Insights and Market Updates

Investing insights on the markets and economy providing strategies designed to grow your wealth

Publisher

Fi Plan Partners

Category

education

Language

en

Explicit

No

First episode

31 Aug 2018

Latest episode

15 Oct 2026

Latest episodes

516 episodes in the feed.

1. 

   15 Oct 2026

   Preparing for Year-End

   As the end of the year approaches, a few important financial items deserve a spot on your checklist. In this week’s episode of Educational Insights, Adam Vansant and Sonja McGittigan cover IRA contributions, required minimum distributions (RMDs), charitable giving opportunities, and simple ways to organize your financial documents before tax season. Watch to learn more. Adam Vansant (https://fiplanpartners.com/our-team/adam-vansant/), AIF®, BFA™ Senior Vice President of Operations & Advisory Services Wealth Consultant Email Adam Vansant here (mailto:avansant@fiplanpartners.com) Sonja McGittigan (https://fiplanpartners.com/our-team/sonja-mcgittigan/) Operations Specialist Email Sonja McGittigan here (mailto:smcgittigan@fiplanpartners.com) 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 recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. 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 Preparing for Year-End (https://fiplanpartners.com/preparing-for-year-end/) first appeared on Fi Plan Partners (https://fiplanpartners.com).

2. 

   8 Oct 2026

   Financial Rules of Thumb

   Financial rules of thumb can be helpful starting points, but they are not one-size-fits-all answers. In this week’s episode of Educational Insights, Ty Miller breaks down four common financial rules, including the Rule of 72, the 4% retirement rule, the three-to-six-month emergency fund guideline, and the 100-minus-your-age rule, exploring where they can provide useful perspective and where your individual circumstances matter more. Watch to learn more. Ty Miller (https://fiplanpartners.com/our-team/ty-miller/) Vice President Wealth Consultant Email Ty Miller here (mailto:tmiller@fiplanpartners.com) 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 recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. 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 Financial Rules of Thumb (https://fiplanpartners.com/financial-rules-of-thumb/) first appeared on Fi Plan Partners (https://fiplanpartners.com).

3. 

   5 Oct 2026

   Interest Rates on the Move

   Higher Yields and the Economic Outlook Treasury yields are rising amid higher oil prices and stronger expectations for economic growth. The current sell-off closely resembles the move higher in rates during the fall of 2023. While that period does not necessarily serve as a base case for today’s market, historical comparisons suggest the 10-year Treasury yield could potentially reach 5.5% or higher if the current trend continues. Yields briefly declined following a weaker-than-expected jobs report, but that move may not signal a sustained change in direction. The broader environment continues to point toward the possibility of interest rates remaining higher for longer. The key question is how those higher rates compare with the underlying strength of the economy, both in the United States and abroad. Growth, Global Rates and the Bigger Picture One of the important dynamics in the current environment is the separation between short-term and long-term interest rates. Economic growth is an important indicator of sustainable long-term interest rates, and the U.S. economy continues to demonstrate solid GDP growth. Real GDP growth measures the growth of the economy after accounting for inflation. When inflation is added back, the result is nominal GDP growth. If nominal economic growth is faster than the cost of borrowing, an economy can effectively grow its way out of its debt burden. The greater concern arises when interest rates begin to exceed nominal GDP growth. Currently, 10-year Treasury yields are just above 5%, which remains below the pace of nominal GDP growth expected in the most recent quarter. That makes higher rates less concerning for the United States than they are for some international economies. The recent jobs report provides another example of the difference between short- and long-term rates. The weaker-than-expected employment data caused expectations for a Federal Reserve rate hike in October to fall sharply, from roughly an 80% probability to about 20%. Short-term rates responded by moving lower, but long-term rates did not follow to the same degree. Economic growth is one reason. Global interest rates are another. Higher rates are becoming a broader international issue, particularly in Europe, where countries face slower economic growth and different fiscal constraints. Interest rates in countries such as France, Germany and Italy have moved considerably higher over the past year. The structure of the euro also creates an additional challenge. Unlike the United States, individual eurozone countries do not control the currency in which their debt is issued. The U.S. issues debt in dollars, the same currency controlled by the U.S. government. France, Italy and Germany issue debt in euros, but the euro is managed at the broader eurozone level. That difference can leave individual European countries more vulnerable when interest rates rise sharply because they do not have the same ability to respond through monetary policy or currency issuance. These international developments are important for U.S. investors to monitor. Higher rates overseas can create a floor for U.S. long-term yields because investors can compare the relative return available in different markets and currencies. Even if U.S. growth remains strong or long-term rates begin to decline, developments abroad could limit how far U.S. yields fall. Much of the discussion around interest rates has focused on the U.S. deficit, Treasury issuance and the supply of government bonds. Those are important considerations, but the global rate environment cannot be overlooked. Rising rates and slower growth overseas could become an increasingly important factor for U.S. markets and may provide an early signal of broader financial stress. Periods of uncertainty and volatility can also create investment opportunities. For that reason, global interest rates and developments in international markets remain areas to watch closely. Greg Powell, CIMA® (https://fiplanpartners.com/our-team/greg-powell/) President and CEO Wealth Consultant Email Greg Powell here (mailto:gpowell@fiplanpartners.com) Bobby Norman, CFP®, AIF®, CEPA® (https://fiplanpartners.com/our-team/bobby-norman-cfp/) Managing Director Wealth Consultant Email Bobby Norman here (mailto:bnorman@fiplanpartners.com) Trey Booth, CFA®, AIF® (https://fiplanpartners.com/team-new/trey-booth-cfa-aif/) Chief Investment Officer Wealth Consultant Email Trey Booth here (mailto:tbooth@fiplanpartners.com) Ty Miller (https://fiplanpartners.com/our-team/ty-miller/), AIF® (https://fiplanpartners.com/our-team/bobby-norman-cfp/) Vice President Wealth Consultant Email Ty Miller here (mailto:tmiller@fiplanpartners.com) 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 Interest Rates on the Move (https://fiplanpartners.com/interest-rates-on-the-move/) first appeared on Fi Plan Partners (https://fiplanpartners.com).

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

83,369

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.8 / 5

6 ratings

Podcast Authority Score: 77 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

89

Social presence

0

YouTube

76

Engagement

85