Fullerton Financial Planning
Fullerton Financial Planning
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2025 Market Outlook: Slow Start & What January Tells Us About the Year Ahead | Financial Forecast
In this week's update, Stephanie Fullerton from Fullerton Financial Planning dives into the 2025 market kickoff. After spectacular gains in the previous years, the S&P 500 and other indexes have started the new year quietly amidst holiday light trading and unsettling news headlines. Discover the significance of the January Barometer-a predictor that has historically been 75% accurate in forecasting the market's annual direction based on January’s performance. With stubbornly high interest rates despite recent cuts, and the 10-year Treasury yield hinting at continued economic concerns, we're on the lookout for potential market turbulence. Will January’s performance signal a robust year or caution? Stay updated as we track these trends and more to help you navigate your investments. Subscribe and turn on notifications for weekly market insights directly to your inbox.
Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice.
Переглядів: 115

Відео

Fullerton Financial Planning: Happy Birthday 2025
Переглядів 5714 днів тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with A...
Fullerton House Christmas Celebration | Fullerton Financial Planning 2024
Переглядів 48621 день тому
Join us for a heartwarming and fun-filled holiday celebration as we bring the iconic "Full House" theme to life with a special Fullerton Financial Planning twist! In this 2024 Christmas video, our team comes together in the spirit of joy, laughter, and community, just like a close-knit family. Watch as we share memorable moments, festive cheer, and a little holiday magic. From our Fullerton hou...
Market Surge Post-Election: What's Next for Dow, Nasdaq, & S&P 500? | Financial Insights
Переглядів 106Місяць тому
This week, Zach Tobey brings you the latest updates on the financial markets following the recent elections. Discover why major indexes like the Dow, Nasdaq, and S&P 500 set new records only to face a slight pullback. Learn about the potential impacts of Trump administration policies on future market trends, including the Tax Cuts and Jobs Act extension, energy independence, and regulation chan...
Fullerton Financial Planning Live: Election Day Financial Insights
Переглядів 742 місяці тому
In this session, Zach Tobey explores how elections can impact markets, tax policies, Social Security, and key sectors. Watch this recording to gain valuable insights on navigating these changes and staying focused on your financial goals. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, incl...
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Переглядів 932 місяці тому
Thank you for being a valued client of Fullerton Financial Planning! This weekly update is presented by our licensed advisor, Matt Zuccaro, and he is going to provide us with some insight regarding market updates. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss ...
Fullerton Financial Planning: You're Never Alone Here
Переглядів 10 тис.2 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with A...
Fullerton Financial Planning: Stepping Into Retirement
Переглядів 5 тис.2 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with A...
Fullerton Financial Planning: Invest in Your Legacy
Переглядів 84 тис.2 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with A...
Fullerton Financial Planning: Fear Has No Place Here
Переглядів 992 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with A...
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Переглядів 813 місяці тому
Thank you for being a valued client of Fullerton Financial Planning! This weekly update is presented by our licensed advisor, Matt Zuccaro, and he is going to provide us with some insight regarding market updates. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss ...
Fullerton Financial Planning - Weekly Update with Dallas Fox
Переглядів 4603 місяці тому
Thank you for being a valued client of Fullerton Financial Planning! This weekly update is presented by our licensed advisor, Dallas Fox, and he is going to provide us with some insight regarding market updates. Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of...
Fullerton Financial Planning: Effective Withdrawal Strategies for Retirement
Переглядів 1,6 тис.4 місяці тому
earn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice.
Fullerton Financial Planning: Diversifying Your Retirement Income Sources
Переглядів 1614 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice.
Fullerton Financial Planning: Creating a Sustainable Retirement Income Plan
Переглядів 8204 місяці тому
Learn more at FullertonFP.com Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC. Neither the firm nor its agents provide tax or legal advice.
Fullerton Financial Planning - Weekly Update with Zach Tobey
Переглядів 1664 місяці тому
Fullerton Financial Planning - Weekly Update with Zach Tobey
Fullerton Financial Planning - Weekly Update with Dallas Fox
Переглядів 3814 місяці тому
Fullerton Financial Planning - Weekly Update with Dallas Fox
Fullerton Financial Planning - Weekly Update with Tyler Price
Переглядів 604 місяці тому
Fullerton Financial Planning - Weekly Update with Tyler Price
Fullerton Financial Planning: How to Integrate Social Security into Your Retirement Plan
Переглядів 1164 місяці тому
Fullerton Financial Planning: How to Integrate Social Security into Your Retirement Plan
Fullerton Financial Planning - Weekly Update with Romney Harker
Переглядів 1435 місяців тому
Fullerton Financial Planning - Weekly Update with Romney Harker
Fullerton Financial Planning: Avoid These Common Social Security Mistakes
Переглядів 3265 місяців тому
Fullerton Financial Planning: Avoid These Common Social Security Mistakes
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Переглядів 1135 місяців тому
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Fullerton Financial Planning: How to Maximize Your Social Security Benefits
Переглядів 2325 місяців тому
Fullerton Financial Planning: How to Maximize Your Social Security Benefits
Fullerton Financial Planning - Weekly Update with Zach Tobey
Переглядів 965 місяців тому
Fullerton Financial Planning - Weekly Update with Zach Tobey
Discover Our Core Values at Fullerton Financial Planning
Переглядів 2215 місяців тому
Discover Our Core Values at Fullerton Financial Planning
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Переглядів 1065 місяців тому
Fullerton Financial Planning - Weekly Update with Matt Zuccaro
Fullerton Financial Planning - Weekly Update with Romney Harker
Переглядів 1066 місяців тому
Fullerton Financial Planning - Weekly Update with Romney Harker
Fullerton Financial Planning - Weekly Update with Dallas Fox
Переглядів 876 місяців тому
Fullerton Financial Planning - Weekly Update with Dallas Fox
Fullerton Financial Planning: Bingo Night
Переглядів 1686 місяців тому
Fullerton Financial Planning: Bingo Night
Fullerton Financial Planning - Weekly Update with Vince Guarino
Переглядів 1076 місяців тому
Fullerton Financial Planning - Weekly Update with Vince Guarino

КОМЕНТАРІ

  • @youtubevideoseospecialist-1
    @youtubevideoseospecialist-1 3 дні тому

    Insightful update, Stephanie. The January Barometer is an interesting metric with its 75% accuracy. With high interest rates and potential market turbulence, these updates are invaluable for navigating investments. Thanks for keeping us informed.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 9 днів тому

    Wow, that's awesome how the markets are drooping. That really good news for everyone to know as we move forward into 2025 and how the market will end in 2025 can't wait for the next market update from the best financial company in all the state of Arizona. Also we we give Stephanie a lot of appreciation for this video today and taking the time to get this update out to us and taking the time to out of her day. So Stephanie we thank you a lot for this update really. Thank again for everything that you do for your financial company and advisor and community appreciation everything that you do and the clients that you make the difference seem a lot brighter thank Stephanie Fullerton.

  • @sandywood9289
    @sandywood9289 10 днів тому

    Happy Birthday Stephanie!!

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 16 днів тому

    Happy Birthday 2025 to Stephanie Fullerton! also I wanted to say a little quick something to Stephanie Fullerton she is the best Company president at Fullerton financial she has a true meaning for her clients and all of her staff. so congratulation Stephanie Fullerton and Happy birthday. lets see if we can set a new like's record on this video.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 26 днів тому

    What an amazing idea and. Amazing video. Thank fullerton financhal planning . And also wishing all of the fullerton financhal planning team a merry Christmas and happy new year be safe.

  • @stevenschlagel415
    @stevenschlagel415 Місяць тому

    MERRY CHRISTMAS

  • @colinstone5465
    @colinstone5465 Місяць тому

    Merry Christmas to one and all.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    WOW what an amazing podcast made by Josh Becker and Zach Tobey talking about how different things became to be historical in today's video and priorities and tax policy and how they can be changed really enjoyed how all of this information became to be today and also taking about how people can use social security to gain important to be navigating. and also like how they took the time to sit down and talk today so lets give it up for Josh Becker and Zach Tobey from taking the time out of your day to get on and talk. thank both again and also Fullerton financial planning for this video. Also I encourage all of you to sign up for November 23 for the harvest of Thanks one OF the best events they have every year. go enjoy the best event ever on the 23. and also the BBQ event this Friday. thank and lets make a difference in our lives and financial futures lets make a difference. also thank to Steve and Stephanie. also can we thank Josh Becker and Zach Tobey for there time on this video. can we please get as many likes on this video as possible. go like it up.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    I'm saying you should go try to see what fullerton financial planning can help you in retirement or start making a plan with them go see what Steve and Stephanie stend for make a difference with a good plan ahead of you. Start planning early. So that you know we're retirement could lead you.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    Thank you Martt Zuccaro for the weekly fullerton financial planning update. And market update it's so important that the right information ALL WAYS comes from the BEST FINANCIAL COMPANY IN THE STATE OF ARIZONA. If you are a member or client of Fullerton financial planning . Let's make a difference with this channel let's try to see if we can get some views up and like all of there videos. Make a difference with this channel and let's get some new clients with the best financial company fullerton financial planning thank you. To all of you. Let's make a difference.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    The matt zuccaro for the weekly Fullerton financhal planning update for helpful in a lot of ways.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    I am so grateful that Fullerton financhal planning is makeing a ls difference in lives around them and that people that they care about thank you for showing us that you can have your own legacy when in retirement and that it is very much greatful.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 2 місяці тому

    Thank Stephenie Fullerton for makeing this video to show that your being vary considering to clients that are think about inflation and haveing certain ways guide them in the right paths steps through their planning with your company. It really shows have the right integrity and protection through it and also maintaining steady relationships with your clients. Thank you.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    Congratulations To Fullerton Financhal Planning for their new build that just recently opened located in north Arizona Scottsdale just beautiful inside and out. Also that Matt zuccaro for the update. ReLly appeared it.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    Thank steve. Really appreciate the importance of information on this video to. Make someone feel good about understanding the mission statement

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    Fullerton financhal planning lives forward to help people be ready for retirement. I am so glad on what Steve said "Haveing the honor with working with that man that huge" from him and what Bill had to say " haveing the right path to retirement with affordable insurance with satying comfortable in retirement" thats what really he enjoyed doing. If i had say to someone looking for a financial company I would say Go!!! With Fullerton financhal planning they will morally give you what you want your plan to ook like for retirement. They want to help you understand as a client feel welcome and that your part of a family.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    I am so grateful that clients from fullerton financhal think about what Steve and Stephenie have to stand for. IT really just comes from a personal perspective point in mind. And also the value system. And how they can be super lined with yours.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    "Thank you" Fullerton Financhal Planning for giveing back to clients and also the community around. It really makes a difference on us around.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    "I really enjoyed that Stephanie Fullerton, made it back on the update vidoes, really satisfied the information comeing from this video made it really helpful.

  • @ShreyBajpai-d6v
    @ShreyBajpai-d6v 3 місяці тому

    Congratulations To Fullerton Financhal Planning for such an impressive way of showing client appreciation

  • @yukikomadole
    @yukikomadole 4 місяці тому

    Great content, as always! Just a quick off-topic question: I have a SafePal wallet with USDT, and I have the seed phrase. (air carpet target dish off jeans toilet sweet piano spoil fruit essay). How should I go about transferring them to Binance?

  • @freegirl5422
    @freegirl5422 4 місяці тому

    Thank you so much for the video and help!!

  • @lindahudgins9664
    @lindahudgins9664 4 місяці тому

  • @aparajitmitra9683
    @aparajitmitra9683 5 місяців тому

    "I really enjoy your informative content, but it's surprising how such great videos aren't getting the views they deserve. I can share some tips to help boost them if you're interested.

  • @aparajitmitra9683
    @aparajitmitra9683 5 місяців тому

    I really enjoy your informative content, but it's surprising how such great videos aren't getting the views they deserve. I can share some tips to help boost them if you're interested

  • @paulbrungardt9823
    @paulbrungardt9823 5 місяців тому

    Selling Life Insurance is an easy path to riches for someone escaping working at Walmart and looking for a quick buck. The commissions are outrageous ! That is your money padding their pockets... If you deposit $ 100K in an annuity today, -1 month after signing up for annuity, if you cash out of annuity there is a significant chunk of cash gone out in commissions. That chunk of cash, quietly found its way into the salesman's pocket as commission. BEWARE: - insurance salesmen are schooled on how to avoid & telling you how much disappears in commissions & company profits at time of signing. ALTERNATIVE : Protect your loved ones with Fixed Term Insurance & invest in No Load mutual funds. Commissions on Term Life Insurance are so low that salesman don't bother selling it; you can buy it on line. Be honest and kind to everyone.

  • @missouri6014
    @missouri6014 6 місяців тому

    Yes, they get you in there and then they drop the rates for instants the fix index annuity. I have just declared a 4% participation rate with the S&P 500. Meaning if the S&P goes up 20% the most I can make his only 4% Worst decision I ever made

  • @lynettepompa3343
    @lynettepompa3343 8 місяців тому

    We made the best decision working with Stephanie Fullerton! Thank you for all you do for us and the community!

  • @YourDailyHopeandEncouragement
    @YourDailyHopeandEncouragement 10 місяців тому

    Hello there! I stumbled upon your Weekly Update video thanks to UA-cam's recommendation, and I must say, I'm impressed by how smoothly you articulate your thoughts. Your presentation really emphasizes the limitless potential of human creativity, inspiration, and imagination-themes that deeply resonate with the content I share on my own channel. Like you, I aim to provide hope, encouragement, and insight in today's complex world. Your unique perspective on this topic is truly refreshing, and your video is clear and easy to follow, making it both informative and enjoyable. I not only found it engaging but also subscribed to your channel. Keep up the excellent work!

  • @Marketingbymasud
    @Marketingbymasud 11 місяців тому

    Hello: Fullerton Financial Planning I have visited your UA-cam channel.The channel is very beautiful. But the channel has big problems. Channel Video has no good SEO and no valuable tags. As a result, your channel SEO score (15) views (8) and Likes(0)So you can increase your channel views and subscribers. If you want. I can help you. Your channel is a problem=

  • @Marketingbymasud
    @Marketingbymasud 11 місяців тому

    Hello: Fullerton Financial Planning I have visited your UA-cam channel.The channel is very beautiful. But the channel has big problems. Channel Video has no good SEO and no valuable tags. As a result, your channel SEO score (15) views (8) and Likes(0)So you can increase your channel views and subscribers. If you want. I can help you. Your channel is a problem=

  • @Marketingbymasud
    @Marketingbymasud 11 місяців тому

    Hello: Fullerton Financial Planning I have visited your UA-cam channel.The channel is very beautiful. But the channel has big problems. Channel Video has no good SEO and no valuable tags. As a result, your channel SEO score (15) views (8) and Likes(0)So you can increase your channel views and subscribers. If you want. I can help you. Your channel is a problem=

  • @PegShermer
    @PegShermer 11 місяців тому

    Thanks for the update.

  • @sistasunshinesmith8149
    @sistasunshinesmith8149 11 місяців тому

    Thank you!

  • @sandraplaunt8457
    @sandraplaunt8457 Рік тому

    This is awesome you guys, especially love the blooper reel!

  • @theresethiffault571
    @theresethiffault571 Рік тому

    Looking forward to every year to see your creative and unique video for the holidays. Enjoy and love it. I'm happy that Santa has decided not to retire. What a nice and friendly group you all are.🎄🎄🎀

  • @theresethiffault571
    @theresethiffault571 Рік тому

    Stephanie

  • @rayduncan5061
    @rayduncan5061 Рік тому

    Good job, Zach, as always😃

  • @timtobey1763
    @timtobey1763 Рік тому

    Quality organization. Thank you for helping us remember those that have served

  • @stevenschlagel415
    @stevenschlagel415 Рік тому

    Thanks So much!

  • @sandywood9289
    @sandywood9289 Рік тому

    Ok, I'm in...

  • @todd.westra
    @todd.westra Рік тому

    Thanks for keeping us updated, Romney. Your explanation of the job market's impact on the economy and the connection to interest rates was spot-on. Excited about the webinar on indexing, definitely signing up!

  • @woodard_tribe3749
    @woodard_tribe3749 Рік тому

    Pov you mis click

  • @superdavet07
    @superdavet07 Рік тому

    Hey Zach, Good news re: the first half of the year. Our donation will be there soon. Thanks again for our time yesterday and we'll talk again soon. DaveT

  • @misha_thee_goddess
    @misha_thee_goddess Рік тому

    AWWWW THIS IS SO cute