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News, Insight and Opinions
From the Desk: Will the Santa Claus Rally Continue? Vol. 2
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From the Desk: Will the Santa Claus Rally Continue?
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At the time of this post, the S&P 500 is up 3.85% this month alone. The Cleveland Browns are 2-1 over the same period. Clearly, the Santa Claus rally is benefiting both investors and Browns fans alike. The question is, will it continue?…
When Bulls Win—And Other Tales of Monopoly
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Just seven tech stocks drove 70% of the S&P 500’s gains in the first two quarters of this year. Now, the US Dept of Justice is fighting a landmark case against one of those seven. What might this portend for Google, other big-tech players, the market, and you?…
The AI Cooperative
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The possibilities for artificial intelligence in the financial sector are thrilling—and concerning. What can history teach us about the dangers of letting the latest tech innovations loose on the stock market?…
ESG Investing and the Politics of Compassion
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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.…
The Economy of Indulgence
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Drastic measures taken during the 2008 financial crisis were largely successful—but we’re still grappling with unforeseen repercussions. How did we get here? And how do we protect ourselves as investors?…
Is It a Wonderful Life?
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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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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.…
War—What is it Good For?
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The U.S. market is indelibly tied to the country's involvement in global affairs—so as things threaten to boil over in Ukraine, should we prepare our wallets for the worst?…
I Like My Market Corrections Sunny Side Up. You?
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Is an impending market correction the interstellar monster we might imagine it to be? It all depends on how you serve it. Order up!…
The Zen Investor's Bliss
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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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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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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.…
Bear Markets Come and Go
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Don't lose sleep over market volatility. There have been 10 bear markets since 1950, and the market has eventually recovered every time.…
Taxation of Investments
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Filling out your federal income tax return may leave you scratching your head. Just how do you report your investments and how are they taxed?…
Does Inversion = Recession? Does it Matter?
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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.…
Can Tax-loss Harvesting Help You Save on Taxes?
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How do you harvest losses, and could it save you money? Here are a few things to consider.…
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?…
Will This Win Streak be SNAPped?
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Just how unusual have the last few months in the market really been? We dug up some statistics to give perspective.…
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.…
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?…
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?…
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.…
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.…
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?…
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.…
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.…
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.…
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.…
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.…
