FNA Wealth Management

10/15/2026

Did you miss our 8:00 ChalkTALK? Not to worry— join us at noon or 4p! 😉

Today's ChalkTALKing Points
1. Mid-term elections, interest rates and inflation: What could these key factors mean for investors as we head toward year-end?
2. The bull market at four years: We'll consider how long the current bull market can continue and what signs of relative weakness might be telling us
3. Earnings season and the expectations game: Why can a company beat earnings estimates and still see its stock fall? We'll discuss what really matters in an earnings report, including expectations and guidance
↯
Meeting ID: 836 0554 5643
Passcode: 202270
Call-in: (301) 715-8592
Link: https://us02web.zoom.us/j/83605545643?pwd=pcNS5z4v3mBEbs5Q2uZkGZG1VxG73s.1

10/12/2026

In the world of wealth management, even the most well-thought-out financial plans can be hard to stick with in the face of unexpected volatility.

Working toward other goals can be similar: maybe we're doing really well until we come up against some unforeseen challenges. Will we let life's turbulence derail us? Adjusting to changing circumstances is one thing; giving up on our goals is quite another.

10/07/2026

This month's ChalkTALK is Thu Oct 15 – Save the Date

Why in the world would you miss out on 30 minutes of on-the-house market intelligence? With eight, noon and four o'clock options, let's try and make it happen 👊🏼 Always must-see and politics-free.

Stay tuned for details …

10/06/2026

When we go into a new endeavor with the determination to see it through with excellence, not only are our outcomes better— our mental outlook can get a boost, too.

Giving our best isn't easy. But when we make the choice to put in the time and effort, that hard work may not feel quite as hard as we thought it would. And the successes we gain will prove to be well worth it.

10/02/2026

From the Desk of Joe Randazzo
When people ask what I do for a living, I tell them "wealth management." Most people hear "financial planning," and that's understandable. The two overlap, and many financial planners do excellent work helping families save, invest and protect what matters to them. But wealth management adds another important layer. https://fnaohio.com/from-the-desk-wealth-management-v-financial-planning

When people ask what I do for a living, I tell them

09/28/2026

In the wake of the Cleveland Browns home-opening victory yesterday, we thought it only appropriate to start this week off with a Paul Brown quote.

We all handle stress differently. But whether we naturally thrive under pressure or not, the real differentiator is whether we allow our stressors to hijack our decision making.

Especially when it comes to finances, market volatility can catch us off guard. How we choose to handle these moments can have far-reaching effects— for better or for worse.

09/25/2026

Is travel one of your top retirement goals? Three years ago today, we shared four steps to map out safe splurging for globetrotting retirees. Time to check in and see how well you're doing to meet your retirement travel goals. https://fnaohio.com/retirements-happy-space-time-collision

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.

09/21/2026

Sometimes we can get so caught up in competing and chasing after goals that we forget why we started in the first place.

Especially in our data-driven, results-oriented culture, it's easy to lose sight of the bigger picture. But when we can remember the passions that propel us forward, perhaps we'll find that just playing the game is a win in itself.

09/18/2026

The USD has made some gains in the last few weeks—but it's yet to fully recover from 2025's nosedive. A weak dollar isn't all bad, though. How might investors benefit from a situation like this? Here are just a few ideas: https://fnaohio.com/what-to-do-with-a-freediving-dollar

This year has proved rough waters for the USD. Growing skepticism from international investors has had its effect, drastically lowering the dollar’s value. But a weak dollar isn’t all bad. How might investors benefit from a situation like this? Mask up, check your O2, and proceed from here.

09/16/2026

Sometimes change can be a good thing; other times, not so much. In either case, we have to be ready to adapt.

Whether we welcome or dread it, change is sure to come in one form or another. As life continues to shift, we'll give ourselves the best chance at success when we choose to take things as they come and look for opportunities to correct course along the way.