The No-Robo guy is a retired investor with lots of time on his hands, so he is taking some time to share his experience and knowledge about saving and investing. He holds an MBA, and an undergraduate degree specializing in finance and investments. He has been a private investor since 1985.
He believes each person can make their own investment decisions given the right information, and feels strongly about sharing information necessary to counter the marketing-speak of the financial services industry.
The No-Robo guy does not want to sell you financial services or investment products. He is currently working on a book. You may find some of the future content here. When the book is finished, he plans to publish it as a “low-cost” e-book, with half of any profits going to his favorite charity, the Salvation Army.
The No-Robo guy is not an investment advisor, does not give specific investment recommendations, and strongly advises all persons reading this blog that they alone are responsible for all investment decisions they make. A decision to invest in any investment should not be made by relying on any statements in the articles on this website. Prospective investors are cautioned to make investments only after carefully considering the risks as detailed in the offering memorandum, prospectus or similar document prepared by or on behalf of the issuer of the investment fund. The purpose of this blog is education, and none of its content should be considered investment advice. All investing is subject to risk, including possible loss of principal.
The No-Robo Guy does not sponsor, endorse, sell, promote or manage any investment fund or instrument. However, he has personal investment holdings, primarily Vanguard mutual funds, and therefore may have a position in securities discussed on this website, and may purchase or sell such securities from time to time. He receives no compensation or other benefit from Vanguard or any other investment firm for the information and suggestions given on The No-Robo Investor website.