Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Tuesday, March 2, 2010


This blog is for the do-it-yourself (DIY) investor or those thinking about DIY investing. It is intended to be educational and is directed to Maryland residents, as I am president of an advisory firm registered in the state of Maryland.

I will mention funds and exchange traded funds (ETFs) from time to time. These are not recommendations, and I may own some of them.

I offer investment management services (, but my main interest is getting investors to the point where they can manage their own funds.

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