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.

Wednesday, June 17, 2015

Look Who's Indexing - Investment Pros

On 4/14 and 4/15, 1,280 Bloomberg terminal users were asked "what do you think is most appropriate for someone who is mid-career and trying to save for retirement?"  Bloomberg terminal users are professional managers.  The choices scored as follows:
  • 42% Passive index funds and etfs
  • 18% Actively managed mutual funds
  • 17% Individual stocks and funds
  • 14% Real estate
  • 3% Hedge funds
The study was reported by Charles Stein, Even Financial Pros Choose Indexing for Retirement Savings.

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