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A wealth advisor meeting with a client.

Want to build wealth? Make these small changes for big results

We’re three months into 2021, and the New Year’s resolution makers are looking a little less excited and ambitious about reaching their goals. Why is that? The reality is, most resolutions don’t work out because we bite off more than...
Morgan Housel with his book The Psychology of Money.

The Psychology of Money: Behaviors of successful investors

One of the biggest misconceptions when it comes to investing and financial planning is that you have to have hundreds of thousands or even millions of dollars to do it. That’s simply not true. One thing that is true, though?...
The "Nifty Five" companies.

The ‘Nifty Five’ market

In the 1960s and 70s, a group of well-known stocks dominated the investment landscape. Dubbed the “Nifty Fifty,” these household names were known for their popular products and seemingly no-brainer investment merit. These companies — such as General Electric, Coca-Cola,...
Joe Dylla and Adam Cox.

Estate planning basics

The great New York Yankee catcher and wordsmith Yogi Berra once said, “If you don’t know where you are going, you’ll end up someplace else.” The same thing can happen with your assets during or after your lifetime without an...
The First National Wealth Management logo on a wall.

Financial habits through the decades

What we’ve gone through over the course of the last few months has left us all wondering, what’s next? As COVID-19 made its way around the world, grave public health and economic concerns preceded it. In the initial days and...
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