Joe Arnold, AIF, Independent Financial Advisor

Joe Arnold, AIF, Independent Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joe Arnold, AIF, Independent Financial Advisor, Financial planner, Westlake, OH.

Foundation Wealth Advisors, LLC, is an independent financial advisory firm providing private individual investment management and retirement planning along with 401k retirement plan consulting for small and mid-sized businesses.

Thinking about a prepaid debit card? Consider the pros and cons.
09/08/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
09/05/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

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Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
09/03/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/01/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/29/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Before retiring early, take a look at the cold, hard facts.
08/27/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
08/25/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
08/22/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
08/20/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

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Westlake, OH
44145

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