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There are more than enough Tortoise and Hare investment products to choose from, and even more investment analogies drawn from this great race.

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When someone is just starting to invest for the first time -- regardless of age and amount -- my best advice is to learn how to bank yourself.

Empowering yourself with solutions based on informed simplicity can provide independence from large brokerage firms and banks that are obligated to perform for shareholders first, then customers second.

This is not just a beginner’s guide, but the exact same approach I use in my own account to this day, as a professional money manager through multiple Bull and Bear Markets.

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I keep a diary at the conclusion of each week, when the market is closed, jotting notes down every weekend.


The above discussion is provided for illustrative purposes only. No inference should be drawn regarding any client’s experience with the firm, whether any client approves of or endorses the firm, or any results that the firm has achieved or can achieve for any client.

How much is enough?