DIY Investor Mistakes

Are you a DIY Investor? Good for you! I'm a DIY kind of guy. I do my own pool maintenance, cut my own lawn, and change my own oil. Believe it or not, I cut my own hair. I became a DIY Investor just about the time Enron imploded. The first company stock I bought was TICO because I watched PBS interview Dennis Kozlowski and I thought, I like that guy. I trusted him and I bought his stock the next day. Big mistake.

As a DIY Investor I've made every mistake imaginable. In 2007, December 14 (my 25th wedding anniversary) I hired my first Wall Street Financial Advisor at Merril Lynch. That was one of the biggest mistakes of my financial life.

One of the things I really appreciated about my Financial Advisor (even thought he worked in a very broken system on Wall Street) was having someone on my team who had access to tons of tools and information that I just didn't have.

DIY Investor Invitation

If you're a DIY Investor, I want to invite you to take advantage of BayRock Financial. I built BayRock to appeal to DIY Investors. My first recomendation is simple: Get Your Risk Number. Visit BayRockFinancial.com and click on the Blue Button at the top of the page next to the BayRock logo and take our 5 minute risk survey. 

If you want to email me your investment statement, I'll do a portfolio review to show you how much risk you have compared to how much risk you want. I'll tell you what I'm doing with my money now and you'll get to see why I recommend the BayRock Bull Bear Strategy for many (not all) of my current clients. How BayRock Helps DIY Investors:BayRock is dedicated to helping individual investors, families, and business owners manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose. 

• Get Your Risk Number
• Subscribe to the Missional Money Podcast
• Free Online Course: Make Your Money Count
• Update Your Plan!
• Track Your Progress Download our Mobile App (RightCapital)

DIY Investor Blueprint

Whether you're a DIY Investor or a professional Investment Advisor, you need to have a good plan for managing your wealth and while that includes managing your investment portfolio, there is much more to consider. 

In my book, Make Your Money Count, I outline a holistic process for financial planning. The metaphor I use in the book is The Blueprint for Financial Success™. The Blueprint for Financial Success™

DIY Investor Strategies

All good investment strategies are designed to maximmize...