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.

Sunday, September 4, 2011


Investors interested in yield (who isn't these days) should consider master limited partnerships (MLPs).  These are a bit tricky, however, and you just can't load up on them in an IRA.

Here is the best article I have read in some time on MLPs by Steven Bavaria entitled "One Thing Jim Cramer Didn't Mention About IRAs."  It explains the "UBIT" - unrelated business taxable income well and tells how to get around it.

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