FNA Wealth Management

06/04/2026

Were you at last month's ChalkTALK? Check out the recap here: https://fnaohio.com/chalk-talk

This month's is set for Thursday, June 11. See you then!

06/01/2026

We might think of the stock market as a microcosm of the broader economy, though that's a little oversimplified. Historically, what's been good for one has generally been good for the other, and vice versa, leading to a kind of mirror effect. But this financial quantum entanglement isn't necessarily a given—and current conditions happen to bear that out rather poignantly… ⚛ QUANTUM LEAP: https://fnaohio.com/at-the-corner-of-wall-and-main-it-gets-weird

We might think of the stock market as a microcosm of the broader economy, though that's a little oversimplified. Historically, what's been good for one has generally been good for the other, and vice versa, leading to a kind of mirror effect. But this financial quantum affaire de cœur isn't necessa...

05/29/2026

If you find yourself frustrated this home buying season, you're certainly not alone. Some blame institutional investors for the housing market's changing landscape. But are they really the monsters they're made out to be? https://fnaohio.com/invasion-of-the-institutional-housing-snatchers

In recent years, the U.S. housing market has seen a significant influx of institutional investors, raising questions about the long-term effects on housing availability for average Americans. Spoiler alert: these pod people may not be the monsters they seem.

05/27/2026

Great athletes never stop looking for ways to improve. A big win is not a cue to slacken the pace, but motivation to keep working harder.

There's nothing wrong with celebrating our W's, or being proud of how far we've come. But if we're preoccupied with past achievements, we'll miss out on the opportunities today has furnished us.

05/21/2026

Have you been to one of our ChalkTALK sessions? Heard of it, but not sure what it is? Learn more about what to expect, how it got started, and why it's the best way to make sense of the latest market news 👉 https://fnaohio.com/chalktalk-coaching-on-another-level

The COVID-19 pandemic had its myriad of reverberations, both corollary and tangential. Somewhere in that range lay the miracle of Zoom. At FNA, we imagined how we could use it to add value to our client relationships. That's when what would in time become ChalkTALK got its start.

05/18/2026

“Individual commitment to a group effort— that is what makes a team work, a company work, a society work, a civilization work.” —Vince Lombardi

When we join in a group effort, putting our personal skills and talents to work alongside others with whom we share a common goal, it can be a tremendously rewarding endeavor.

Part of why we love what we do at FNA is because we view each of our client relationships as teams: we work together to build toward your financial goals. When every member of the team is committed to the same goal, we're worth far more than the sum of our parts.

05/13/2026

⚠️ REMINDER: ChalkTALK is TOMORROW at noon & 4p!

From the desk of Joe Randazzo:
"If record highs on the S&P and Nasdaq make perfect sense to you—even with an active war in the Middle East, oil pushing toward triple digits and inflation that won't quit—then you probably don’t need us. But if you're wondering how Wall Street keeps popping champagne while the world's on fire, we'll see you tomorrow."

Talking Points:
1. Inflation came in hot for April, as we expected, yet markets seem to be turning a blind eye. Rational? That's up for debate
2. The tech trade is largely responsible for the markets' recent surge and some can't resist the lure of a '99 tech-bubble analogy. We'll compare and contrast a few key elements
3. Long-term care planning is increasingly a common question clients ask during reviews. We'll touch on key strategies in use today and how to decide which are relevant
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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

05/12/2026

"I follow three rules: Do the right thing, do the best you can, and always show people you care." —Lou Holtz, former college football coach

In a world full of instant gratification and a me-first attitude, some wonder if the sort of values Lou Holtz espoused here are still relevant. We'd argue that they've never been more so.

Granted, it can be tough to stay principled when so many around us don't seem to be. But even if cutting some corners does appear to benefit in the short term, integrity and a genuine interest in other people always win out in the end.

05/07/2026

This month's ChalkTALK is NEXT WEEK, on Thurs May 14. Join us for your monthly dose of market analysis and finance wisdom. Stay tuned for details!

05/04/2026

“Victory is in having done your best. If you've done your best, you've won.” —Bill Bowerman, former U.S. track and field coach

The tendency to compare ourselves to others can sometimes be a helpful motivator. But it can also serve as a distraction and keep us from focusing on reaching our goals.

Especially in the realm of personal finance, comparisons can easily become counterproductive. But when we practice sound decision-making and seek guidance when we need it, we'll always know we've done our best— and that itself is a victory.