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Show Notes
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.
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Stock investing involves risk including potential loss of principal.
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The post Home for the Holidays first appeared on Fi Plan Partners.