FNA Wealth Management

09/07/2026

Having specific, measurable goals can be helpful, and outcomes are important. Even still, there's nothing like the satisfaction of knowing you played your best, regardless of the score.

It's easy to recognize the numbers-based wins. But really, it's the effort we put forth and the personal improvements we effect along the way that make up true success.

09/05/2026

Thursday 10th – 8:00, Noon or 4:00 ➡️ Why miss out on 30 minutes of on-the-house market intelligence? Always must-see and politics-free. And we're persisting in our early bird special– 8am is still on the table. So, no excuses 😏

🖥️ Stay tuned for details!

08/27/2026

The concept of ESG investing arose as a means for investors to support and benefit from companies that share their ethical concerns. Some political leaders have cautioned against ESG investing, expressing concerns about its potential impact on the American economy and individual economic freedom. In reality, the pitfalls of ESG investing lie somewhere else entirely... https://fnaohio.com/esg-investing-and-the-politics-of-compassion

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.

08/25/2026

In today's instant-gratification world, putting in the work isn't always popular—but it IS always worth it. Results come to those who, through tireless efforts, spent the time and energy to earn them.

Wealth management is no different: we can't expect results if we don't put in the work. And those results are all the sweeter when we know we've done our best for them.

08/20/2026

ICYMI: Concern is growing among industry experts and political leaders that AI will exacerbate the financial trend that’s been referred to as the “K-shaped economy.” Already, the top 1% of the U.S. commands nearly a third of total wealth.
As policymakers scramble to devise protective measures, one particularly interesting solution has emerged... READ: https://fnaohio.com/will-ubc-be-the-bff-the-post-ai-economy-needs-tbd

A proposed solution to the trending K-shaped economy—expected to be made worse by AI—and one that has been attracting attention from both sides of the aisle, is Universal Basic Capital (not to be confused with Universal Basic Income). Its burgeoning popularity is compelling—but can this 200-ye...

08/17/2026

Join Us Tomorrow (8a, Noon or 4p) 🔜 Don't miss out on a hot 30 minutes of on-the-house market intelligence. Or the tasty summer fruit of timely insights, analysis and opinions? And as you likely noted, we added an 8:00am slot for you early birds 🪱🐦 Always must-see and politics-free.

Tomorrow at 8:00, Noon or 4:00
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Meeting ID: 836 0554 5643
Passcode: 202270
Call-in: (301) 715-8592
Link: https://us02web.zoom.us/j/83605545643?pwd=pcNS5z4v3mBEbs5Q2uZkGZG1VxG73s.1

08/13/2026

ICYMI: What leads a society to implicitly condone (or at the very least, allow) inhumane treatment of some of its most vulnerable members? Elderly abuse is on the rise, but there are steps we can take to protect ourselves and our loved ones. https://fnaohio.com/seniors-beware-to-some-we-are-simply-prey

Abuse of the elderly has existed throughout history and across cultures. But the marked uptick of reported cases within the U.S. during and since the COVID-19 pandemic is more than a little concerning.

08/10/2026

NEXT TUESDAY 8/18 @ 8am, noon, and 4pm: Why miss out on 30 minutes of on-the-house market intelligence? Or the tasty summer fruit of timely insights, analysis and opinions? Always must-see and politics-free.

PLUS, attention early birds: you are not seeing things—we added an 8:00am slot just for you! How's that for service? Meantime,

ICYMI: July's ChalkTALK covered the effects of the continued conflict in Iran on markets and the wider economy. We discussed why portfolios are likely in need of rebalancing, and whether the CBOE Volatility Index (VIX®) is a helpful data point or a just so much jetsam.

08/07/2026

ON THIS DAY: Three years ago today, we posted our first article on the topic of AI. What's changed since then? Less than you might think...
🤖 HOP IN THE TIME MACHINE: https://fnaohio.com/the-ai-cooperative

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?

08/04/2026

For some, their definition of "success" revolves around results— external, measurable outcomes. Is that really what makes someone successful?

To be sure, outcomes are important, and setting measurable goals for ourselves can be tremendously helpful. But it's that sense of fulfillment we get from doing our best that makes success so sweet.