Ryan A. Collier

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Sr. Portfolio Manager and Director of Investment Management

As a Senior Portfolio Manager and the Director of Investment Management my focus is working with clients and trustees to ensure that their investment portfolio is invested appropriately based upon their goals and plans. As Director of Investment Management my role is to oversee the investment team to make sure that we are achieving our client's investment goals. Having been with the firm for over 12 years I feel the best part of my job is helping someone remove the worries or concerns they have about their investments.

Personal Financial Planning Experience

  • Over eighteen years of experience in financial services industry.
  • Experience includes investment research and analysis, as well as, the developing and monitoring of portfolios to meet client goals.

Career History

  • Bedel Financial Consulting, Inc., Sr. Portfolio Manager & Director of Investments.
  • Wealth Management firm working with individuals and families to achieve financial security and lifetime goals.
  • Fifth Third Bank , Investment Representative.
  • Charles Schwab & Co., Investment Representative.

Educational and Professional Designations

  • Bachelor of Liberal Arts, Economics, Centre College.

BLOG POSTS

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Aug 27, 2018

529 Savings Plans: Use for K-12

Can you pay for k-12 tuition with a 529 plan? You can now! While this could have a nice tax advantage for families that save, there is some very important information to understand first. We’ve broken down the benefits, the potential traps and ways to get around them.

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May 21, 2018

How Company Cash Decisions Impact the Market

A company’s annual performance can affect the stock market – but you might not have considered that how companies spend cash to benefit their shareholders can do just the same. We explore the ways companies routinely spend their cash to benefit shareholders, and what effect each of those ways has on the stock market.

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May 21, 2018

Your Roth Account and the 2018 Rule Changes: Your Questions Answered

As part of the tax law changes enacted earlier this year, the rules regarding Roth accounts have also been updated. Be sure you understand the new Roth rules and how they could impact you and your wallet.

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Apr 30, 2018

Good News for Bond Investors

Do you know what you’re paying for when you purchase a bond? Most people would say, “Of course - the bond.” But there are fees, similar to a mark-up, built into the bond price. The good news is those costs are now required to be disclosed to the purchaser. Why does this matter? If you know what you’re paying for, you’ll be able to make better-informed decisions on your bond purchases.

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Mar 5, 2018

How Cryptocurrencies Will Transform Our Banking System

Cryptocurrencies are a hot investment for many right now, but who would have thought they might change the face of the banking industry? From ease of money movement to virtually no transaction costs associated with the transfer of money, cryptocurrencies could be paving the way for a disruption to the banking industry’s traditional way of doing things.

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Dec 18, 2017

Bitcoin – Hype or Hot Investment?

Bitcoin is a daily fixture on the news recently, thanks to its nearly 1,600 percent return this year. But do you really understand what it is? It’s not called a cryptocurrency for nothing. We’ll make it a bit less cryptic for you!

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Jul 17, 2017

Stock Market: Stay In or Get Out?

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

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Apr 10, 2017

New Investment Vehicle: Interval Funds

Everyone has heard of stocks, bonds, mutual funds, and probably even ETFs. But have you heard of “interval” funds? No? You might want to ...

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Jan 9, 2017

2016 Investment Review: Top 3 Surprises!

What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...

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Feb 15, 2016

Socially Responsible Investing for an Impact

Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.

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Feb 12, 2016

Are We Headed Toward Recession?

With increased volatility in the stock market, some investors are thinking “potential recession.” Should you be worried? Let’s review some of the key issues. Then you can decide.

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Jan 18, 2016

Is It Time To Invest In Oil?

The S&P 500 is down 8% since the beginning of the year. This has been the worse two-week start in the stock market’s history.