Financial Advice

Speakes Asset Management (SAM)

 
 

You can do this yourself. Here are tools and resources to help you develop your own financial plan. Use these tools to build your own financial plan, for free!

 

SAM Principles

 
 

  • Keep it simple

  • Be conservative

  • Seek to build family wealth

  • Do it yourself

 

 

SAM Procedures

 
 

Short description of 4 step process.

 

Read more from Jeff.

 

Recommended Content

 
 

Check out the simple portfolio strategies suggested by Green and Bogle, and Dave Ramsey’s Baby Steps.

  • The Gone Fishin’ Portfolio

    This book will show how you can achieve market returns at very low cost, spending very little time on the portfolio and thereby leaving more time to “go fishing.”

    View Book

  • Dave Ramsey’s Baby Steps

    A seven-step plan to get you out of debt

    and on the road to financial freedom.

    View Steps to Financial Freedom

  • John Bogle

    Investment advice from the founder of Vanguard.

    Watch Video

  • The Mortgage Professor

    Jack M.Guttentag is Professor of Finance Emeritus at the Wharton School of the University of Pennsylvania. Throughout his career, Professor Guttentag has been concerned with the difficulties faced by consumers in financial markets arising from complexity and inexperience. He tackled these challenges first in connection with home mortgages, then with reverse mortgages, and here with retirement planning – the most challenging of all!

    Check out website

  • Paul Merriman

    The Merriman Financial Education Foundation publishes detailed research on equity portfolio structure and performance

    Check out website