FundAdvice.com Articles


Suze Orman - Should you listen to her advice?
User Rating: / 102
Written by Cheryl Curran, CFP®   
May 19, 2009

Suze Orman has become a familiar fixture on the financial beat, with many fans. Among those fans is Merriman financial advisor Cheryl Curran, who nevertheless believes Orman’s investment advice should not be followed. In the following article, she tells why.

Basics that savvy investors should understand
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Written by Richard Buck   
May 12, 2009
For years we have been describing Dimensional Fund Advisors as the best mutual fund company for long-term investors, for many reasons. DFA’s web site has a frequently asked questions page that describes some of the basic principles behind its style of index investing.

Successful investing: size matters
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Written by Richard Buck   
May 05, 2009
Most investors' money is concentrated in the stocks of large companies. As Richard Buck points out in this article, that means a lot of people leave a lot of money on the table. Included are eight dramatic charts you have probably never seen.

Merriman workshops come to you
User Rating: / 5
Written by Tom Cock Jr.   
April 21, 2009

I still recall the first time I went to a Merriman investment workshop. It was the fall of 1988, and I made my way to a funky meeting room in a building owned by the Seattle Mountaineers Club. The speaker was Paul Merriman, who had started an investment advisory firm five years earlier.

Whatever I had expected to get out of the session, I know that I got much more than that.

The Best Mutual Funds: DFA or Vanguard?
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Written by Paul Merriman   
April 13, 2009

Editor’s note: We have been teaching investors how to use Vanguard and Dimensional Fund Advisors funds for more than a decade. Here’s an update on how they compare.

Credit and debt: Friends that can quickly become enemies
User Rating: / 19
Written by Tom Cock Jr.   
April 06, 2009

First thing on a Monday morning, the financial advisor picked up the phone and heard a client ask a simple question: “Can you help me? I need to decide which loan I should sign.” When he asked the client, who was worth several million dollars, what it was all about, the advisor was stunned to hear: “I just can’t make ends meet.” The two scheduled an appointment for the following Thursday at the client’s home.

The Question That Made Jim Cramer Shut Up
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Written by Tom Cock   
March 30, 2009

“How the hell did we end up here, Mr. Cramer?” host Jon Stewart asked as CNBC financial guru James Cramer arrived on Comedy Central’s “The Daily Show” earlier this month.  “What happened?”

The question seemed to stun Cramer, who is rarely at a loss for words. But the reality was more painful: Last year, Cramer and his colleagues at CNBC, the popular business-oriented cable channel, didn’t know the stock market was going to tank. They didn’t predict it or this year’s worldwide financial crisis.  

Fixed index annuities: Perfect product or a ripoff?
User Rating: / 89
Written by Jeremy Burger, CFP®   
March 23, 2009

Much of the financial industry is hurting these days, and you can bet that Wall Street is working overtime to hook investors in one way or another. Insurance companies are promoting a product that looks (at least to them) like a winner, especially during tough times.

Treasury yields and fixed-income investing
User Rating: / 49
Written by Larry Katz, CFA, Director of Research   
March 16, 2009
The global financial crisis has led to a huge flight to safety, with one of the chief beneficiaries being U.S. Treasury bonds. So many investors have purchased Treasury bonds that the yields have declined to almost historic lows.
Fear and your Financial Future
User Rating: / 44
Written by Paul Merriman   
March 10, 2009

Should I move all my money to gold? Is the government leading us into another depression? Should I ditch buy-and-hold and become a market timer? What will be the effect of the stimulus plan? When will things turn around?

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