WILLIAM RILEY is a 40-year industry veteran, who observed, many years ago, that over time institutional investors typically outperform individual investors while accepting less risk. Prior to co-founding Riley Wealth Management, LLC, Bill held management positions at Merrill Lynch, UBS, Raymond James, Paine Webber and J.C. Bradford. His degrees and designations included a Masters Degree in Business Administration, the Chartered Financial Consultant designation, the Chartered Life Underwriter designation and the Wealth Management Specialist designation. A fort Worth native, Bill is a TCU alum and active in many civic and charitable organizations. Bill and his wife, Marsha, now reside in Colleyville, and they have four grown children and four grandchildren. When he is not working on portfolios or studying financial markets, Bill can be found on the golf course.

• WHY THIS BOOK? INTRODUCTION Brave New World What Lies Ahead? Someone to Trust What Do You Have to Lose? Replacing That Paycheck Threats to Your Wealth Here’s to Your Health The Secret Life of Your 401(k) In Your Footprints CONCLUSION: A Good Night’s Sleep SUGGESTED READING LIST APPENDIX 1 APPENDIX 2 APPENDIX 3 ABOUT THE AUTHOR

WILLIAM RILEY is a 40-year industry veteran, who observed, many years ago, that over time institutional investors typically outperform individual investors while accepting less risk. Prior to co-founding Riley Wealth Management, LLC, Bill held management positions at Merrill Lynch, UBS, Raymond James, Paine Webber and J.C. Bradford. His degrees and designations included a Masters Degree in Business Administration, the Chartered Financial Consultant designation, the Chartered Life Underwriter designation and the Wealth Management Specialist designation. A fort Worth native, Bill is a TCU alum and active in many civic and charitable organizations. Bill and his wife, Marsha, now reside in Colleyville, and they have four grown children and four grandchildren. When he is not working on portfolios or studying financial markets, Bill can be found on the golf course.

• WHY THIS BOOK? INTRODUCTION Brave New World What Lies Ahead? Someone to Trust What Do You Have to Lose? Replacing That Paycheck Threats to Your Wealth Here’s to Your Health The Secret Life of Your 401(k) In Your Footprints CONCLUSION: A Good Night’s Sleep SUGGESTED READING LIST APPENDIX 1 APPENDIX 2 APPENDIX 3 ABOUT THE AUTHOR