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.

Tuesday, March 9, 2010

What it costs.

This is my first attempt at a video post, so it's a bit crude; but I hope viewers will bear with me. In reviewing it, I see I emphasized the trading costs of active mutual fund managers; but I should point out that would also be true of any manager who engages in active trading.


  1. Enjoyed the video, good first effort. I've been pretty good at picking mutual funds that have beaten the market, but haven't that nasty capital gains surprises that come in late December. After taxes I'm probably still beating the market long-term, but of late I've been shifting my resources over to low-cost index funds to cut down on the turnover and expenses.

  2. Thanks for the feedback. I beleive you are moving in the right direction. Charles Ellis talked about the futility of active trading decades ago but the average investor out there refuses to accept it.