College Funding

For many parents, a college education is an important part of a child’s journey into adulthood.  Funding this part of the journey often presents a challenge, though – and potentially long-lasting financial consequences to both the parents and the child.  As we enter back-to-school season, I offer these top 3 …

Setting A Course

In this age of acronyms, one of the best I’ve heard is QTL.  Quality Time Left.  A friend of mine who was recently celebrating the 29th anniversary of his 31st birthday (my backhanded way of saying he turned 60) introduced me to the concept of QTL.  During this summer season, …

Scam Artists

I have seen some really convincing scam emails lately.  I mean the type that get me wondering, “should I click on this button?”  Don’t I know better?  It makes me wonder how many people fall prey to these frauds.  CNBC reported earlier this year that “The most popular type of …

Special Announcement!

Ryan has been elected to be the next Vice President of NAAIM (National Associate of Active Investment Managers).  This national non-profit organization of more than 100 members works with registered investment advisors who provide active money management services to their clients.  NAAIM members have included CNBC personalities, trendsetters, and past …