Summaries of LiVE Market Updates from 2020 and 2021
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.…
The UK has voted to remove itself from the European Union. How we react to events like this are what differentiate traders from investors.…
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?…
2016 brought legislative changes in fiduciary standards for financial advisors, among others. So, what do they mean for investors?…
Social Security has again undergone change, with fund depletion threats prompting inclusion in the Bipartisan Budget Act - see how you’re affected.…
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.…
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?…
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.…
Wisdom can be universal--from farming to financial investments. So when working for growth in fluctuating markets, amend your soil with expert advice.…
Will the Fed raise rates? Should they? And what happens to the market if they do or don’t?…
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.…
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.…
Humility of Mary Housing is building a stronger community through service, support and quality housing. FNA is happy to have played a small part!…
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.…
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.…
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.…
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.…
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?…
Your hometown financial advisors are growing in every way-partnerships, web presence, and up-and-coming technologies. Thank you for being a part!…
Your retirement planning Holy Grail: To determine an ideal withdrawal rate. But with inflation and myriad variables, you may need a guiding light.…
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?…
Mortgage prepayment vs. investing is a serious financial decision. Interest rates and retirement plans factor in. Don’t stress: Expert advice is here.…
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.…
Prioritize your savings goals with help from an FNA advisor. Whether its retirement or college—or perhaps both—find financial direction you can trust.…
Three FNA financial advisors gained rare economic insights at a recent invitation-only investment forum. Now, put their know-how to work for you.…
When all-star financial players join forces, clients win. Sterne Agee and FNA have partnered, offering expanded financial services and resources.…
Strikes are to baseball as investing mishaps are to financial planning: Inevitable. Learn how to mitigate loss in personal finance and retirement.…
Retirement investing can be daunting. Incorporating personal circumstances into personal finance is a clear path toward a solid financial future.…
Close to hearts, close to home. FNA’s partnership with the American Cancer Society proves that financial security can foster compassion.…
These Terms & Conditions govern your use of this website; your use of this website indicates your acceptance of these Terms & Conditions in full.
Kindly note that the information and content provided on this website does not constitute professional advice. Although we do our best to keep everything on this site correct and up-to-date, we do not guarantee the completeness or accuracy of any information provided on this website. Improvements and/or changes in the products, services and/or programs described on this website may be made at any time without notice. We must also advise that hypertext links to other websites do not constitute an endorsement, nor do we guarantee any information provided by those sites.
While we do love when users share what they find on our website, it may be used or shared only for personal purposes. The information and content provided on this website is owned or licensed by FNA Wealth Management Ltd, and should not be used or disseminated for any profit or gain.
While using this website, please be aware that no insurance coverages can be bound and no amendments, supplements, or modifications can be added to your policy, new or existing, unless and until you have received a written binder from us or your insurance company.
For users outside of the US: We make no claims that the content on this web site is appropriate or may be downloaded outside of the United States. If you access the site from outside the United States, you do so at your own risk and are responsible for compliance with the laws of your jurisdiction.
Even though we work hard to ensure the security and safety of our website and its users, we cannot and do not guarantee that this website will operate error-free, nor that this website and its server are without computer viruses or other harmful material. If your use of this website or material from it results in any costs or expenses, we will not be responsible for those costs or expenses. This website and its materials are provided without any warranties of any kind, to the fullest extent permitted by law.
Please bear in mind that we will not be liable for any losses or damages arising under these Terms & Conditions or in connection with this website, whether arising in tort, contract, or otherwise – including, without limitation, any loss of profit, contracts, business, goodwill, data, income, revenue or anticipated savings.
Finally, if for any reason any portion or provision of these Terms & Conditions is ruled to be unenforceable, that provision will be enforced to the maximum extent permissible so as to affect the intent of the Terms & Conditions, and the remainder of the Terms & Conditions will continue in full force and effect.