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.

Saturday, August 4, 2012

Increase the Yield on Your Investment Assets

I see people all the time with six figures in money market funds and low-yield savings accounts - some barely above zero percent.  Some are befuddled by asset allocation models that recommend 40%, say, in fixed income and have no idea where to go from there.  If this sounds like you, or even if you just want to share what you are doing in the fixed income part of the portfolio and are in the area, join us at the Miller branch of the Howard County Library.

At this presentation, I'll present a sample portfolio that carefully monitors risk and still produces a yield exceeding the rate of inflation.  I'll assess other ways to approach this asset sector - after all, there is more than one way to skin a cat.

My bottom line goal is to provide profitable take-away ideas for attendees, both novices and experienced investors.

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