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, May 14, 2012

Investment Discussion Group

A great resource for do-it-yourself investors is a discussion group where you can see questions investors are asking, see the resources others find worthwhile, and, perhaps most valuable of all, read about the mistakes others have made.  Such a resource is the discussion board at the website of the American Association of Individual Investors (AAII).

As you can see by clicking the link, the broad topic areas are "Portfolios,"  "Investing Topics," and even "Watercooler Talk."  Under "Investing Topics" you find:

Source: AAII

Click to Enlarge As you can see, the usual topics are included.  If you are weak in "Bonds," for example (as most DIYers are!), you'll want to pay attention to this module and follow the questions and responses.

Last week I saw an endorsement of WikiInvest in response to a question on performance for accounts at different brokers, and it led me to begin an evaluation.  Early assessment:  a valuable tool for many. So far, my main complaint is the lack of appropriate benchmarks.  It compares portfolio performance to the S&P 500 and the Dow Jones Industrials.  I am happy with Schwab but see WikiInvest as a tool that many investors may find valuable.

One of the interesting features of the Association is that its members have widely varying investment philosophies ranging from value stock pickers to technicians, with even some indexers (Yeah!) thrown in for good measure.

To participate in the discussions and ask questions, you need to be a member of AAII.  I have been for a couple of years and find the resources at the site valuable and, in fact, attend most monthly meetings at my local chapter.


  1. Sounds like a great idea for the DIY investor.

  2. Thanks for the link Robert. I did an evaluation of WikiInvest when it first came out. Since then, they've improved vastly and I don't think there is any other service quite like it.

    If you have accounts in multiple brokerages, WikiInvest is quite useful.

  3. Thanks for the resource. I honestly learned about this organization thanks to you. They sound like a fabulous resource.