FNA Wealth Management

07/16/2026

Are AI stocks headed for the metaphorical moon? Or is the current slump a precursor to a larger pullback? Savvy investors know it's crucial to maintain their quiet eye and be wary of profit-driven opinion… https://fnaohio.com/investing-in-the-age-of-ai-confidence-over-chaos

The term “bubble” is being thrown around quite a bit regarding AI. Strictly speaking, the concept of a bubble arises when asset prices are driven to unsustainable levels, often detached from the underlying fundamentals. So is AI exhibiting characteristics typical of a bubble? That depends on who...

07/14/2026

TOMORROW: ChalkTALK Talking Points ⤵

1. This weekend saw the biggest military engagement between the U.S. and Iran since last month's ceasefire. With no clear end in sight, we'll discuss what that means for markets, interest rates and more
2. Portfolios likely need rebalancing—we'll explain the great rotation we see going on in markets and why we think it's likely to continue
3. We just might pick up on our discussion of the ever-so-popular and always accurate VIX®

TUES 7/14 @ Noon or 4:00
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Zoom Meeting ID: 836 0554 5643
Passcode: 202270
Call-in: (301) 715-8592
Link: https://us02web.zoom.us/j/83605545643?pwd=pcNS5z4v3mBEbs5Q2uZkGZG1VxG73s.1

07/10/2026

ATTN: ChalkTALK is THIS TUES 7/14 at 12:00 or 4:00 📅 Why miss out on 30 minutes of on-the-house market intelligence? Or the sweet sound of timely insights, analysis and opinions? Always must-see and politics-free.

: June's Episode ➡️ We discussed implications of the return of market volatility, our thoughts on the SpaceX IPO, and a change in potential for senior exploitation—red flags and preventive steps.

INFO: https://fnaohio.com/chalk-talk

07/09/2026

Passive investing now accounts for more than half of fund assets, and no wonder: it has some significant advantages. But the theory behind passive investing is based on a market dominated by active investors. Do the same principles hold when passive investing becomes the norm? Economists are noticing some interesting behaviors emerging: https://fnaohio.com/tales-from-the-passive-investor-loop

Since overtaking active funds in 2023, passive funds have continued to grow in popularity. Does a market dominated by passive investors perform differently? Economists are noticing some curious behaviors emerging.

07/06/2026

Careful preparation and diligent practice are non-negotiables for elite athletes. The sweat they put into the game is just a small part of the work that goes into each win.

If we're not preparing beforehand, how much success can we hope for? It's the effort we put in before game day that makes the difference.

07/03/2026

Ever wanted to help the next generation with their financial decisions, but hesitate for fear of offending? Yeah, us too. Here are some tried-and-true tips for a smooth interchange that'll leave everyone feeling the benefits: https://fnaohio.com/gen-v-gen-bridging-the-financial-divide

It's natural to want to share some of our hard-earned clarity with younger folks, either to shield them from mistakes or share secrets to our success. But passing on wisdom isn't always mutually uplifting. And when it comes to financial wisdom, today's generational divide can be challenging to bridg...

06/30/2026

Abuse of the elderly has existed throughout history and across cultures, but the marked uptick of reported cases within the United States during and since the COVID-19 pandemic is more than a little concerning. Explore this and brush up on common attacks: 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.

06/25/2026

ICYMI: Times are tough for many Americans. Yet much of 2026 has seen the stock market continue its post-pandemic bull run with zeal. Is this mass delusion? Or is Wall Street seeing something that Main Street isn’t? 🤔 READ ON: 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...

06/22/2026

It's an honor for the US to co-host the FIFA World Cup this year. In recognition, here's one of our favorite soccer coach quotes (or "football," for all you non-Americans 😉).

Learning something new can be exciting— but it can also be frustrating and uncomfortable. It's a lot easier to do something we're already good at than starting a new endeavor.

But every journey starts at the beginning, and we have to fail sometimes to learn how to succeed. So whatever it is you've been putting off starting (reaching out to a financial advisor, perhaps? 😜), try just taking the first step. Someday you'll look back on today and be glad you did.

06/19/2026

This week has seen much volatility in the stock market, and not without reason. Are we headed into a full-on market correction? Perhaps— but that might not be such a bad thing... READ: https://fnaohio.com/i-like-my-market-corrections-sunny-side-up-you

Is an impending market correction the interstellar monster we might imagine it to be? It all depends on how you serve it. Order up!