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 …

Myth-busting Indexing

I was recently listening to the podcast “Secrets of Wealthy Women,” hosted by the Wall Street Journal. One of the wealthy ladies being interviewed, a successful business owner, made a comment which stopped me cold. When asked about her investing philosophy, she replied nonchalantly, “Oh I don’t like risk, so I just …

Making Money Fun

Have you ever had a huge task in front of you that seemed so daunting it just made your stomach sink?  Oftentimes we approach our financial tasks with this sinking feeling.   It’s not fun, so we find ourselves behaving like small children who don’t want to clean up their bedrooms.  …