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.

Friday, December 2, 2011

Great Holiday Gifts!

The joy of the holidays brings the stress of choosing gifts.  Some of us will participate in that sanity-testing tradition of "Secret Santa" and draw the name of the least liked or least known person in the office or even (yikes!) the boss. Others stress over getting something for someone in a different age bracket with tastes they can't relate to.  Still others dread meandering in crowds of rude shoppers trying to get a feel for what's out there.

Here's a couple of suggestions.  Just about everyone at a certain stage in life can profitably read the following two books.  They are especially well suited for the person or couple who are in their first few years following college . This is a period where people are making financial decisions that will significantly impact their lifetime well-being.

Book #1 is Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam.  A very quick read, even for the financial novice, this book yields insights that provide value over a lifetime.  I would suggest that a couple read it together and discuss it.  To get an idea of Andrew Hallam's writings, visit his blog.

Book #2 is I Will Teach You To Be Rich by Ramit Sethi.  Again, this is a book that young people will find invaluable.  To get an idea of Ramit Sethi's writing,s visit his blog.

Both books are available as paperbacks and are life-changing and inspirational.


  1. Always a good idea to invest in yourself! :)

  2. Thanks for the recommendations. I'm always looking for good books to read, especially on PF. I've personally heard good things about both books.

  3. Greatest suggestions. I'm going to pick these up as Christmas presents for my oldest son who recently graduated from college and could use some help in this area, but won't listen to his old man.

  4. Although a bit late already that I have bumped across this blog only now, your suggestion are just brilliant and can be used for next holiday. Anyway, is it safe to invest on a used car then to be donated to charity for a tax write off after using (abusing) it? Cheers!