Taxes, Oil, and Technicals

Taxes, Oil, and Technicals

Author: Fi Plan Partners June 24, 2025 Duration: 8:03
Investors' Insights and Market Updates
EducationSelf Improvement

In this episode of Investors’ Insights, we break down the key forces shaping the markets: tax reform, oil prices, and technical signals.

With the Senate’s new tax bill diverging sharply from the House version, we explore its potential impact on both markets and personal finances. We also examine how rising oil prices may benefit producers and why technical indicators continue to signal market strength despite global tensions.

Watch now for timely insights on how these developments could impact the markets and the economy.

 

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, AIF®
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 Taxes, Oil, and Technicals first appeared on Fi Plan Partners.


Trying to navigate the financial markets can feel like deciphering a complex code without a key. Investors' Insights and Market Updates cuts through that noise, offering a grounded conversation about the forces shaping your portfolio. Each episode breaks down current economic trends and market movements into understandable segments, moving beyond headlines to explore their real-world implications for your money. You'll hear practical strategies focused on long-term wealth building, discussing everything from asset allocation to managing risk in volatile conditions. This isn't about get-rich-quick schemes; it's about cultivating the knowledge and discipline necessary for sustained financial growth. Tune in for a thoughtful, educational approach to investing that treats your financial future with the seriousness it deserves. This podcast serves as a regular check-in for anyone looking to refine their approach to personal finance and self-directed improvement.
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