What is SAM’s mission?

To be a trusted resource and partner for DIY investors.

Today, you have the tools to manage your own money for low-cost.

We as consumers have more choice and power over our investments today than ever before.

The internet has enabled this.

It has also enabled a lot of noise, and it is hard to know who to trust and what to listen to.

To get started,

Let’s simplify our framework into three buckets.

Bucket 1: Savings

Have enough money in an easily accessible account you can use to pay for emergencies when they come up. And they will. We all have unexpected expenses that seem to pop up at the worst times.

Try Digit. It automatically saves money for you based on your spending patterns.

Bucket 2: Retirement or stay rich bucket

This could be your 401k, pension, IRA, or any type of retirement vehicle. It should be low-cost and well diversified.

Take a look at Wealthfront, Betterment, or Vanguard. All three offer low-cost, diversified portfolios.

Bucket 3: Speculative bucket

This is money, not in a saving or retirement account, that you can play with, take risks with. Typically, this bucket is filled with mutual funds.

SAM’s goal is to help you with bucket three. To provide you with an alternative form of active management via a newsletter and this website.

For more information on how to get started, click here.