Amuni Financial

09/01/2026

Nobody is talking about how far $1M actually goes when you split it across six different family financial emergencies over a retirement. After more than four decades in the industry, Mark Donohue has seen all the ways retirees rationalize those big borrows ... and he's seen what happens when parents can't hold the line.

You may want to be there for your adult children, but will the money be there when you or your spouse need it? We talk about how to say "no" (with love) and more on our first episode of The Realized Life, a podcast about the human side of wealth management.

Watch: https://www.amuni.com/podcast-fb

On our next episode, we're talking to adult children and beneficiaries about just how much they should be involved in their loved one's portfolio.

06/30/2026

“It is with a heavy heart that I share the passing of my father, John C. “Cooper” Petagna Jr. He founded American Municipal Securities in 1980 with Mark Donohue, a firm that would later become Amuni Financial, Inc. Although he retired 10 years ago, his vision, integrity, and personal character remain woven into the fabric of our company today.”

Read the full letter from Amuni’s President & CEO honoring his father:
amuni.com/cooper-tribute

05/05/2026

Your nephew Ryan probably shouldn't be your executor.

Episode one of Long-Story Shorts explains why. Three minutes on YouTube. ⬇️

10 likes. "Estate Planning in 2026: What Every Family Needs to Know"

11/20/2025

We just wrapped up a live online conversation with CNBC’s Joe Terranova and Amuni Co-Founder Mark Donohue about what investors should be watching as we head into 2026.

Here’s a quick look at some of the themes that stood out:

🔎 Strength is showing up in more corners of the market.
It’s not just a handful of big companies carrying the load anymore. That’s a healthier setup for long-term investors.

🔎 Headlines don’t always explain what markets are doing.
Joe highlighted how interest rates, earnings trends, and global central bank decisions often drive markets more than day-to-day economic news.

🔎 Behavioral habits remain a real risk. Letting politics influence decisions, getting too heavy in tech, or taking on leverage without understanding the downside were three of the biggest traps discussed.

💡 The bottom line: Investing well is less about predicting the next move and more about staying disciplined and balanced through cycles.

⬇️ Full summary is linked in the comments.

11/05/2025

Smart investors don’t guess. They ask. Submit your question before Nov. 12:

e693807b-cc73-4588-ad5f-6a9d784724d7@054c3a65-2c17-4997-a200-c951020ec2f8" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/e693807b-cc73-4588-ad5f-6a9d784724d7@054c3a65-2c17-4997-a200-c951020ec2f8

02/13/2025

Control Your Money, Make Your Dreams Come True! ✨

Your financial future is in your hands! With smart planning and expert guidance, you can take control of your wealth and turn your dreams into reality. Whether it’s financial freedom, early retirement, or building a lasting legacy—we’re here to help.

📊 Let’s create a strategy that works for you. Learn more: https://www.amuni.com/blog/

01/28/2025

New Year, New Financial Goals! 🌟

As we step into 2025, it’s the perfect time to take control of your financial future. Setting clear and achievable financial goals is the first step toward building the life you’ve always envisioned.

For more information: https://www.amuni.com/setting-financial-goals-for-next-year/

Let us help you make 2025 your most financially successful year yet. Reach out today to start planning for a brighter tomorrow.

12/31/2024

As we welcome 2025, we extend our heartfelt gratitude for entrusting us with your financial journey. Please note that our offices will be closed on Monday, January 1st, in observance of New Year’s Day. We will reopen and resume regular business hours on Tuesday, January 2nd, fully prepared to support you in achieving your wealth management aspirations.

Wishing you and your loved ones a new year filled with health, happiness, and prosperity. Here’s to making 2025 your most successful year yet!

12/24/2024

In celebration of the holiday season, our office will be closing early today at 1:00 PM and will remain closed on Christmas Day so our team can spend time with their loved ones.

We’ll reopen and resume regular business hours on Wednesday, December 26th.

Wishing all our valued clients a Merry Christmas and a joyous holiday season! Thank you for trusting us to help secure your financial future.

Warm holiday wishes,
Amuni Financial

12/18/2024

Success isn't just about the wins—it's about learning from the journey. As the year draws to a close, take a moment to reflect on your financial achievements and the setbacks that shaped you. Each step forward, and every lesson learned, brings you closer to your goals. Let’s make the new year one of growth and prosperity.

Learn more : https://www.amuni.com/blog/