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.

Friday, August 8, 2014

Investment Book Giveaway

Mid-summer clean-up.  If one of the following books interests you, let me know.  All I ask is shipping cost.  Some of the books do have notes and/or underlining in them.   Email:

  • Dear Mr. Buffett by Janet Tavakoli
  • The Little Book of Common Sense Investing by John Bogle
  • The Elements of Investing by Burton Malkiel and Charles Ellis
  • The New Coffee House Investor by Bill Schultheis
  • How to Retire the Cheapskate Way by Jeff Yeager
  • The Intelligent Investor by Benjamin Graham

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