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, June 4, 2013

Financial Literacy Quiz

For those of you who like to take quizzes, here's a good one from Kiplinger:  QUIZ.  Short 12-question quizzes like this are fun and help you pinpoint areas where you might need to do some research. And, who knows - you might come up with something that could make a significant financial difference.

This quiz was found in an article, "Are Americans Getting Smarter with their Personal Finances?," by Kathy Kristof.  An interesting point made in the article is that the 2008 recession seemingly "scared straight" the American consumer.


  1. Some very interesting facts in that quiz! Thanks for sharing! You can file fed taxes after the deadline if you don't owe anything? I honestly didn't know that!

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