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.

Monday, August 15, 2011

Review of Schwab

Readers of this blog know I prefer to use Schwab for clients because of its asset allocation tracking and its performance capabilities.  It provides clients with up-to-date time-weighted return performance numbers for accounts as well as the benchmark index chosen by the client.

Here is another overview of the benefits of Schwab from another source:

by Eric of Narrow Bridge Finance .

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