Casual Headshot.JPG

About dann Ryan

Dann Ryan, CFP® is a contributor to Planning to Wealth. He has more than thirteen years of experience providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.

In his spare time, Dann is a part of the Board of Directors for Chess in the Schools: a New York City nonprofit that fosters the intellectual and social development of low-income youth through chess education. He can be reached at dann@sincerusadv.com

 

Content from Dann
Summit Fever: When Stocks Feel Like Mountains
Dann Ryan, CFP®
Summit Fever: When Stocks Feel Like Mountains
Dann Ryan, CFP®

Summit Fever describes a phenomenon where a mountain-climber approaches the summit of a climb they become more likely to take outsized risks. It’s not a hard task to draw parallels between this behavior and investors with concentrated stock positions.

Dann Ryan, CFP®
How to Approach Selling Stock Compensation in Your Public Company
Dann Ryan, CFP®
How to Approach Selling Stock Compensation in Your Public Company
Dann Ryan, CFP®

The effects of psychological barriers and biases on investment decisions are well documented, yet still they often manage to be amplified when dealing with stock positions in an individual’s own company.

Dann Ryan, CFP®
ISOs, AMT and the MTC, Understanding What They All Really Mean
Dann Ryan, CFP®
ISOs, AMT and the MTC, Understanding What They All Really Mean
Dann Ryan, CFP®

If you’re an individual with ISOs (Incentive Stock Options), you quickly learn that AMT (Alternative Minimum Tax) can become a very real consideration around exercising those options.

Dann Ryan, CFP®
Suitability in Times of Increased Social Media Activity
Dann Ryan, CFP®
Suitability in Times of Increased Social Media Activity
Dann Ryan, CFP®

You may have experienced the trend of sharing of investment advice on social media. You know the scenario: someone you haven’t talked to since high school opened his first Robinhood account last week and he’s got a hot stock tip to share on Facebook. He hasn’t lost yet and he’s doing YOU a favor by sharing...

Dann Ryan, CFP®
Top Financial Planning Questions to Ask Before Marriage
Dann Ryan, CFP®
Top Financial Planning Questions to Ask Before Marriage
Dann Ryan, CFP®

There are few such events that impact you so greatly (and so early in life) as marriage does...

Dann Ryan, CFP®
Assessing Your Investment Plan: 4 Questions to Ask
Dann Ryan, CFP®
Assessing Your Investment Plan: 4 Questions to Ask
Dann Ryan, CFP®

When volatility increases in the markets, it’s easy to second-guess your investment plan instead of assessing it properly. The hallmark of a successful investor is the ability to focus on both the returns and the risk level of an investment. While the the introduction of negative returns is a reminder of the existence of risk, the assumption of risk...

Dann Ryan, CFP®
Charitable Giving Strategies Under the Tax Reforms
Dann Ryan, CFP®
Charitable Giving Strategies Under the Tax Reforms
Dann Ryan, CFP®
Dann Ryan, CFP®
Don’t Chase Trends, Invest Strategically Instead
Dann Ryan, CFP®
Don’t Chase Trends, Invest Strategically Instead
Dann Ryan, CFP®

Do you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect on the lessons learned from the Bitcoin frenzy. Whether it was Bitcoin or some other great investment idea you obsessed...

Dann Ryan, CFP®