FNA Wealth Management

09/16/2026

Sometimes change can be a good thing; other times, not so much. In either case, we have to be ready to adapt.

Whether we welcome or dread it, change is sure to come in one form or another. As life continues to shift, we'll give ourselves the best chance at success when we choose to take things as they come and look for opportunities to correct course along the way.

09/11/2026

Ever tune into FNA's monthly ChalkTALK and soon find your "to Google later" list growing longer than a CVS receipt? When it comes to the language of the market, our understanding may be fuzzy, blurry, sketchy or just plain blank. With this in mind, we proudly present to you: The Investor's Field Guide to Market Gibberish (erga, the decipherment of what is fairly, rarely or barely known).
* This is a dynamic glossary that we'll be updating periodically. Feel free to comment below if there's something you'd like us to include. Thanks in advance—And enjoy!
https://fnaohio.com/the-investors-field-guide-to-market-gibberish

Ever tune into FNA’s monthly ChalkTALK and soon find your to Google later list growing longer than a CVS receipt? When it comes to the language of the market, our understanding may be fuzzy, blurry, sketchy — or just plain blank. With this in mind, we proudly present to you: The Investor’s Fie...

09/09/2026

This month's ChalkTALK is tomorrow at 8a, noon or 4p!

Your credit card and your mortgage, of course, both have interest rates. But why does one react to the Fed within a billing cycle while the other barely blinks? That's one of three questions Joe and Bill are taking on in this month's ChalkTALK:

1. When the Fed moves, which of your rates actually move and how fast?
2. What higher-for-longer rates do to company earnings and the stock market
3. And the one nobody agrees on: should the Fed still be aiming for 2% inflation, or is 3% the honest number?

The Fed meets again on September 16. We're spending 30 minutes on what it means for your household before they do.

Tomorrow 8:00, Noon or 4:00
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Meeting ID: 836 0554 5643
Passcode: 202270
Call-in: (301) 715-8592
Link: https://us02web.zoom.us/j/83605545643?pwd=pcNS5z4v3mBEbs5Q2uZkGZG1VxG73s.1

09/07/2026

Having specific, measurable goals can be helpful, and outcomes are important. Even still, there's nothing like the satisfaction of knowing you played your best, regardless of the score.

It's easy to recognize the numbers-based wins. But really, it's the effort we put forth and the personal improvements we effect along the way that make up true success.

09/05/2026

Thursday 10th – 8:00, Noon or 4:00 ➡️ Why miss out on 30 minutes of on-the-house market intelligence? Always must-see and politics-free. And we're persisting in our early bird special– 8am is still on the table. So, no excuses 😏

🖥️ Stay tuned for details!

08/27/2026

The concept of ESG investing arose as a means for investors to support and benefit from companies that share their ethical concerns. Some political leaders have cautioned against ESG investing, expressing concerns about its potential impact on the American economy and individual economic freedom. In reality, the pitfalls of ESG investing lie somewhere else entirely... https://fnaohio.com/esg-investing-and-the-politics-of-compassion

The concept of ESG investing arose as a means for investors to support and benefit from companies that share their ethical concerns. Let’s explore why we need to know more than what we think we know about this growing trend.

08/25/2026

In today's instant-gratification world, putting in the work isn't always popular—but it IS always worth it. Results come to those who, through tireless efforts, spent the time and energy to earn them.

Wealth management is no different: we can't expect results if we don't put in the work. And those results are all the sweeter when we know we've done our best for them.

08/20/2026

ICYMI: Concern is growing among industry experts and political leaders that AI will exacerbate the financial trend that’s been referred to as the “K-shaped economy.” Already, the top 1% of the U.S. commands nearly a third of total wealth.
As policymakers scramble to devise protective measures, one particularly interesting solution has emerged... READ: https://fnaohio.com/will-ubc-be-the-bff-the-post-ai-economy-needs-tbd

A proposed solution to the trending K-shaped economy—expected to be made worse by AI—and one that has been attracting attention from both sides of the aisle, is Universal Basic Capital (not to be confused with Universal Basic Income). Its burgeoning popularity is compelling—but can this 200-ye...

08/17/2026

Join Us Tomorrow (8a, Noon or 4p) 🔜 Don't miss out on a hot 30 minutes of on-the-house market intelligence. Or the tasty summer fruit of timely insights, analysis and opinions? And as you likely noted, we added an 8:00am slot for you early birds 🪱🐦 Always must-see and politics-free.

Tomorrow at 8:00, Noon or 4:00
↯
Meeting ID: 836 0554 5643
Passcode: 202270
Call-in: (301) 715-8592
Link: https://us02web.zoom.us/j/83605545643?pwd=pcNS5z4v3mBEbs5Q2uZkGZG1VxG73s.1

08/13/2026

ICYMI: What leads a society to implicitly condone (or at the very least, allow) inhumane treatment of some of its most vulnerable members? Elderly abuse is on the rise, but there are steps we can take to protect ourselves and our loved ones. https://fnaohio.com/seniors-beware-to-some-we-are-simply-prey

Abuse of the elderly has existed throughout history and across cultures. But the marked uptick of reported cases within the U.S. during and since the COVID-19 pandemic is more than a little concerning.