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, April 6, 2010


One of the best resources around, in my opinion, for do-it-yourself investors is the American Association of Individual Investors. For a low annual fee you get access to all sorts of educational materials on investing,  financial planning, and retirement issues. Included are such things as discussion boards and stock screens. Check out  their website .
Perhaps the biggest benefit is joining the local chapter and meeting with investors to discuss topics of the day. Monthly meetings typically involve discussions and presentations by investment professionals. The Baltimore chapter, of which I am a member, usually meets on the first Saturday of each month. The Baltimore AAII website describes this Saturday's meeting.

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