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 http://www.rwinvestmentstrategies.com. 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.

Sunday, June 2, 2013

A Financial Literacy Event

The Howard County Library System of Howard County, Maryland and the Howard County Financial Education Alliance are hosting a first-ever online book discussion of Andrew Hallam's book, Millionaire Teacher:  The Nine Rules of Wealth You Should Have Learned in School.  I will facilitate the event via the blog at http://millionaireteacheronlinestudy.blogspot.com/, putting out questions, responding to questions and comments, and seeking to generate discussions.  Please register at LIBRARY REGISTRATION.

The kick-off will be a face-to-face meeting at the Miller Library in Ellicott City on 6/20 at 7 pm.  YOU DO NOT HAVE TO ATTEND THIS MEETING TO PARTICIPATE!  There will be books at the meeting to check out.  For those not able to check the book out, it is available for less than $10 on Amazon.

The fact of the matter is that we've been put in charge of managing our own retirement without a guide on how to proceed.  Andrew's book fills this gap.  It is not your typical brain-numbing financial book.  It is the story of a man who built a sizeable portfolio on a modest income.  People of all ages can benefit greatly from Andrew's story.

My hope is that participants will engage in discussion and debate.  I will present questions, comments, etc.  You don't have to agree with me - in fact, I welcome debate, comments and the stories of others - both successes and things you would do differently if given the chance.  My belief is that we learn best when we learn from each other.

THIS IS NOT JUST FOR YOUNG PEOPLE!  My hope is that some parents will do the reading with their adult children, thereby getting over the difficult hump for many of actually talking about money!

I look forward to this unique experience and hope you will join us.  Please don't hesitate if you have any questions.




6 comments:

  1. This is a great idea Robert! Financial literacy level is so shockingly low, events like this should occur more frequently.

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  2. Thanks MC. I hope you'll check in from time to time. You'll add a lot to the conversation.
    DIY

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  3. This comment has been removed by a blog administrator.

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  4. Aww! Shucks! Tried to register but the event is "full"! Too bad! Soooo sad!

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