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.

Wednesday, September 18, 2013

Online Book Discussion - Millionaire Teacher

The second online book discussion of Andrew Hallam's Millionaire Teacher will kick off with a meeting at the Miller Branch of the Howard County Library System on Tuesday, 9/24/2013 at 7 p.m.  You don't have to come to the meeting to participate.  All you have to do is read one chapter per week and check into the blog.

Unlike decades past, today we are responsible for managing our own retirement.  But, we haven't been given the basics on how to proceed.  We wonder if we're saving enough, do we need an advisor, which funds should we invest in, should we take the investment advice of our stock broker brother-in-law, and countless other issues.

Andrew, and many others, argue that these basics of financial literacy should be taught in school.

Please pass this on to anyone you think might be interested.  As you can see from the syllabus on the blog, we'll cover many essential topics--such as how to avoid excessive fees in building a retirement portfolio, how to get time on your side in the investment process, how to avoid the negative impact of emotions on your investment strategy, and even how to construct a portfolio conducive to your risk tolerance.  The next time you sit in a human resources meeting confronted with making a choice among numerous funds, you'll know exactly how to proceed.

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