From the Archives

Archive

The FNA Afterschool Special

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Close to hearts, close to home. FNA’s partnership with the American Cancer Society proves that financial security can foster compassion.…

A Minor Setback

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