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, November 7, 2014

Best Spending Tracking Tool Poll

Rob Berger at Dough Roller has recently written up results of a poll for "what software or tool do you use to track your spending?".

As you can see Mint, Quicken, YNAB and Excel are the top four.  I use Excel just because I'm old fashioned and prefer to limit the spread of bank account/broker account information.

Just recently, a client requested I send Schwab account numbers to FutureAdvisor to see a recommended asset allocation.  I told him he could do it, but I didn't feel comfortable doing it.

By the way, Dough Roller is a nice article aggregation site for those interested in DIY investing.  I recommend checking it out each week.

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