News, Insight and Opinions
Mind Games: The Negativity Gap
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- 4 minutes
Macroeconomic data shows a remarkably healthy US economy—but survey says the average American isn't feeling it. So why the disconnect?…
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.…
ESG Investing and the Politics of Compassion
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- 4 minutes
The concept of ESG investing arose as a means for investors to support and benefit from companies that share their ethical concerns. Let’s explore why we need to know more than what we think we know about this growing trend.…
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.…
Nixon, Crypto and the Goblins of Newness
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- 4 minutes
In practice, does Bitcoin portend economic freedom or anarchy? Is it a viable currency? And what is its present investment potential? Let’s take a stab at the latter two questions. Though it might be helpful to first talk about currency itself.…
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
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- 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.…
Becoming Khan
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- 3 minutes
It’s nothing new—the market runs on emotion. But how can we avoid doing the same? Spoiler alert: It IS all in your head.…
There's Still Time to Contribute to an IRA for 2019
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Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019.…
529 Plans and Financial Aid Eligibility
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- 3 minutes
If you're thinking about opening a 529 account, or if you've already opened one, you might be wondering how 529 funds will affect your child's financial aid eligibility.…
New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
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- 4 minutes
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…
Does Inversion = Recession? Does it Matter?
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- 2 minutes
Are we in a recession? Are we heading for a recession? Should we go to cash because of the recession? Let's clear this up.…
Will the Holiday Shopping Season be Enough to Stop the Markets from Falling and Turn the Momentum?
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Will this holiday shopping season be enough to beat the bear? Early data suggests that may very well be the case.…
What Do These Big Drops in the Market Mean for You?
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The last few weeks or so have been a little unsettling for many investors. How worried should you be?…
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.…
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?…
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.…
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.…
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?…
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.…
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.…
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.…
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.…
