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.

Saturday, October 18, 2014

Investment Seminar Announcement

I will be giving a seminar/ workshop at the Miller Library in Columbia, Maryland on Thursday, November 13 starting at 7 pm. The presentation will go over two approaches to investing :  (1) low-cost index investing as touted by John Bogle, Warren Buffett, and Burton Malkiel ( author of A Random Walk Down Wall Street) as well as many other knowledgeable investors, and (2) dividend stock investing for investors seeking to develop an income stream in a low interest rate environment.  Also, we will go over a worksheet to determine how to pinpoint whether we are on the right track for retirement.

So bring a friend, bring a neighbor, or suggest it to a co-worker who has expressed confusion on the whole topic of whether they are doing the right approach with their investments.  We live in a world where we are responsible for our own retirement.  This is something many people are getting wrong-- possibly including your neighbors, your co-workers, and your friends.  Get it right and your 65-year-old self will thank you.

I hope to see you there!

Here is a link for the registration : Seminar/Workshop .

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