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News, Insight and Opinions
Your 2025 Investor's AI Refresh
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- 3 minutes
Yes, AI is a powerful tool that can provide valuable insights for investors and its ability to make sense of dizzying amounts of data points can be of massive benefit. But research shows that it is best used with discretion and sound judgment.…
Retirement's Happy Space-Time Collision
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- 4 minutes
Travel is a top retirement goal for many. But determining how much and how often to splurge on travel as a retiree can be daunting. Consider four steps to map out your retirement travel goals.…
Is It a Wonderful Life?
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- 4 minutes
As investors, maintaining perspective can be tough when life hits us with a daily poop emoji. With a bit of consideration, these three topics can help turn our internal frown upside-down: Trust, relativity and tolerance—in brief.…
The Valvano Principle
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- 3 minutes
The rhetoric surrounding success in sports tends to be relatively black and white: wins and losses. Life's no different. What's too rarely honored is all the effort in between.…
The Zen Investor's Bliss
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- 3 minutes
Two paths diverged in a wood, and I, as an investor, logically took the one with the sign that read: "Toll-Free Road to Zen-Like Investing."…
Those D@#% Yankees
- 070121
- 3 minutes
The story of the 1941 New York Yankees provides a lesson on how to keep yourself in check when the stakes are high and the ship appears to be sinking. Part II of our series underscores the value of taming emotion when there's volatility about.…
Will This Win Streak be SNAPped?
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- 2 minutes
Just how unusual have the last few months in the market really been? We dug up some statistics to give perspective.…
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?…
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?…
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.…
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.…
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!…
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!…
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.…
Let's Play Ball
- 040714
- 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.…
