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, April 2, 2013

April is Financial Literacy Month

Yahoo has a nice interview,  "Money 101: Q&A with Warren Buffett,"  on his Secret Millionaires Club as well as various financial literacy pointers for kids.  These include:

  • "The best investment you can make, is an investment in yourself.” 
  • “The more you learn, the more you’ll earn.”
  •  “Learn from your mistakes, and the mistakes of others.” 
  •  “Great partnerships make any job easier.” 
  • “Fail to plan, plan to fail.”
  • “With business as in life, get to know people before you judge them.” 
  • “It’s not just the outside that counts, it’s the whole package."
In Howard County Maryland, several events sponsored by the Howard County Library System are planned to offer opportunities in April to increase financial literacy.  On April 6, the East Columbia branch will host the annual Money Matters Fair at which there will be all kinds of activities for teens and younger children.  For the older crowd, there will be opportunities to get free credit reports and income tax help.

On 4/16  Jeff Yeager, author of The Ultimate Cheapskate's Road Map to True Riches, will give an entertaining presentation on living the frugal life at the Miller branch.

On 4/23 Yours Truly will give a presentation on How to Manage Your 401(k) and Other Investments also at the Miller branch.

Check in your community and you'll likely find similar activities promoting financial literacy this month.

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