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.

Thursday, November 3, 2011

Shameless Promotion

Source: Amazon
Yesterday I gave a pitch to the Howard County Public Schools Academy of Finance board, of which I am a member, for Andrew Hallam's book Millionaire Teacher.  The book is highly recommended for anyone interested in learning the appropriate way to invest for the longer term and how a person of modest salary can attain a sizeable nest egg.  Andrew's humor and talent for explaining complex topics make the book extremely readable and, a rarity for this genre, highly entertaining.

The basic message in the book, for young people to start investing early, diversifying, and paying attention to costs, is lost on many as evidenced by the report described by Shawn at Watson Inc in his post "Young People Avoiding Investing in Record Numbers."

The Wells Fargo report Shawn reported on found that those in their 20s prefer CDs rather than investing in stocks.

The customer reviews of Millionaire Teacher speak for themselves.  Andrew's book is a giant step in the right direction for attaining financial literacy.

Full disclosure:  RW Investment Strategies is mentioned in the book.


  1. Wow, you have effectively managed to plug two bloggers :) Thanks so much for the mention, and I had no idea that Andrew's book was so well-reviewed. 17 out 18 five stars is not an accident.

    Cheers, and thanks again!!!

  2. Thanks so much for the amazing support Robert. I've been thrilled with the Amazon reviews as well: something that I was definitely holding my breath about before they started rolling in. I'm also, clearly, a huge fan of people like Robert who give their clients the kind of low cost service that everyone deserves. Robert could make four times as much money if he charged what the vast majority of other finance professionals charge. But he chooses not to.