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2016

FNB Wealth Check

Our Framework Investment Portfolios program launched in early 2018, and the response has been incredible. We are honored to help you build long-term wealth and to achieve your financial goals!

Investors With a Plan Fare Better

The euphoria of a market run. The sinking feeling of a decline. They can lead to emotional decisions that can then require years of recovery.

Simple Investments for You

FIP:

“We began with the idea that starting with investments should be simple, transparent, and have a low barrier to entry.

We Do Better When You Do Better

The business of financial advice is changing at a dizzying pace. These changes – many of which are long overdue – are being driven by advances in technology, shifting regulatory frameworks and evolving consumer preferences.

Positions

Markets Reward Discipline

“The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable declines nor become excited by sizable advances.

Shaquille O’Neal

Financial Genius

Financial planners have a long-held, simple rule about saving for a comfortable retirement: put away 10% of our before-tax income and invest that money for the long-term futures.

Choosing Index Funds

Why Don’t I Just Buy An Index Fund? This question, almost unheard of even a few years ago, has now become commonplace. My answer, however, is always the same: which one?!

Positions

Profits Are Optional

Investing is a discipline of choices, so let’s start off this edition of Positions with a choice between two hypothetical mutual funds. Both funds are low cost and diversified among many different companies.

First National Clients Outperform Nation

The services at LifeScape are critical and life-changing for children and adults with disabilities. But to continue to provide those services requires exceptional management of the nonprofit’s endowment fund. “It’s critical.

Positions

An update on our portfolios

Welcome to the first periodic update from your FNB Wealth Management Investments Team. These brief updates will cover changes to our portfolio positioning as well as general themes underlying our current strategies on an as needed basis.
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