Archive
The FNA Afterschool Special
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- 3 minutes
Education has become a must have, leaving many students with financial gaps to fill. From loans to lenders and variables galore, let’s dig in.…
Brexit Backwash
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- 1 minute
The UK has voted to remove itself from the European Union. How we react to events like this are what differentiate traders from investors.…
The Rules of Retirement: Made to Fit
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- 2 minutes
Wherever you are on life’s journey, retirement is somewhere up ahead. But how to find the ideal number to save, regardless of financial know-how?…
Buying Back Honesty: New Fiduciary Guidelines are a Game-changer
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- 2 minutes
2016 brought legislative changes in fiduciary standards for financial advisors, among others. So, what do they mean for investors?…
The Changing Fabric of Security
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- 1 minute
Social Security has again undergone change, with fund depletion threats prompting inclusion in the Bipartisan Budget Act - see how you’re affected.…
Social Security and the Bipartisan Budget Act of 2015 Unfolded
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- 7 minutes
The Budget Act’s recent changes in Social Security retirement benefits could leave you dizzy. Let’s iron out details and see how they affect you.…
Un-Titled: Inside the Financial Industry's Name
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- 5 minutes
To choose between a financial advisor or financial coach, you’ve got to know what’s in a name. But the industry is rife with titles--what do they mean?…
Caring, for the Long-Term
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- 2 minutes
When planning for future needs, long term care insurance is a wise choice. It’s one way to make life-and the transition-easier on you and your family.…
Complexity, Simplified: Inter-sowing Seeds of Financial Wisdom
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- 5 minutes
Wisdom can be universal--from farming to financial investments. So when working for growth in fluctuating markets, amend your soil with expert advice.…
Anticipating the Fed
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- 2 minutes
Will the Fed raise rates? Should they? And what happens to the market if they do or don’t?…
2015 OAPT Conference
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- 1 minute
FNA's own Bill Matejka and Jonathan Mistofsky attended the Ohio Association of Public Treasurers' Annual Fall Conference on September 30th through October 2nd, 2015.…
Memo
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- 1 minute
As we continue to live through the increased volatility in the financial markets, it’s a natural reaction to question how this may impact our own individual wealth.…
Building Our Community
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- 1 minute
Humility of Mary Housing is building a stronger community through service, support and quality housing. FNA is happy to have played a small part!…
Sharing Wealth: The Value of Your Financial Know-How
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- 3 minutes
Just like manners and social graces, financial know-how is a learned, studied behavior. And lessons learned along the path—perhaps your path—are always relevant, and deserve to be shared.…
Across the Decades: Financial Advice that Spans the Divide
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- 5 minutes
Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…
Tax Wise
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- 1 minute
Like retirement planning, tax planning should be a year-round endeavor. And putting aside funds now can provide for tax-free income in the future.…
Maximizing Potential
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- 2 minutes
A Roth IRA is a solid investing option to look at when retirement planning. Especially if you’d like retirement savings that can be accessed tax-free.…
Risk vs Reward
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- 3 minutes
The S&P 500 saw huge returns in 2014, but most portfolios didn t echo those gains. Would the investment risk have been worth the reward?…
2014 and Beyond
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- 4 minutes
Your hometown financial advisors are growing in every way-partnerships, web presence, and up-and-coming technologies. Thank you for being a part!…
Retirement Essentials
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- 6 minutes
Your retirement planning Holy Grail: To determine an ideal withdrawal rate. But with inflation and myriad variables, you may need a guiding light.…
Serving Our Country
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- 2 minutes
We all serve, whether in behalf of our country or those around us everyday. When life brings trials, will we choose to be a force for good?…
Balancing Act
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- 6 minutes
Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…
Recent Equity Market Volatility
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- 2 minutes
Here at FNA, we have been anticipating a pullback in the markets for the last two quarters. Now that we are living it, I would like to answer a pair of questions that are likely on many of your minds.…
Juggling Act
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- 4 minutes
Prioritize your savings goals with help from an FNA advisor. Whether its retirement or college—or perhaps both—find financial direction you can trust.…
Riding the Bull
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- 1 minute
Three FNA financial advisors gained rare economic insights at a recent invitation-only investment forum. Now, put their know-how to work for you.…
Sterne Agee & FNA
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- 1 minute
When all-star financial players join forces, clients win. Sterne Agee and FNA have partnered, offering expanded financial services and resources.…
Let's Play Ball
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- 2 minutes
Strikes are to baseball as investing mishaps are to financial planning: Inevitable. Learn how to mitigate loss in personal finance and retirement.…
Retirement 101
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- 2 minutes
Retirement investing can be daunting. Incorporating personal circumstances into personal finance is a clear path toward a solid financial future.…
Funding Survivorship
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- 1 minute
Close to hearts, close to home. FNA’s partnership with the American Cancer Society proves that financial security can foster compassion.…
