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Part 2: Stocks, Bonds, and Cash: A primer on asset classes
User Rating: / 7
Written by Burt Mayer   
September 02, 2008

Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman this summer with the intention of creating educational material for young investors.  This three part series featured on FundAdvice.com is perfect for those investors who are looking to get started but need to know the basics first
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Who will save you when the bear bites?
User Rating: / 28
Written by Tom Cock   
August 29, 2008

Stocks have fallen dramatically since last October, and if you’re paying any attention at all you are probably at least wondering when the bad news will end and whether or when to throw in the towel. Some investors are distressed and even angry that the professionals they depend on haven’t protected them from losses.  

Part 1: Why young adults should invest
User Rating: / 15
Written by Burt Mayer   
August 27, 2008

Editors Note:
Burt Mayer, a senior at Lakeside High School in Seattle, WA interned at Merriman this summer with the intention of creating educational material for young investors.  This three part series featured on FundAdvice.com is perfect for those investors who are looking to get started but need to know the basics first.

The best articles on Fund Advice
User Rating: / 11
Written by Paul Merriman   
July 22, 2008
Whenever you find an article online at FundAdvice.com, you can be sure it’s there because we think investors can benefit from it – and because we hope they will. We work hard to bring you news and views you won’t find elsewhere.
Live It Up: A guided tour of my revised and updated book
User Rating: / 14
Written by Paul Merriman   
July 14, 2008
My book “Live It Up Without Outliving Your Money!” has been revised and was published in June 2008 by John Wiley & Sons. The subtitle of the book is “Getting the most from your investments in retirement,” and that describes what’s between the covers.
Construction of Sample Portfolios
User Rating: / 124
Written by Jake   
July 11, 2008

 
Merriman investment philosophy

As a firm, we are committed to giving sound investment advice to all investors, whether or not they are our clients. We believe the best way to maximize long-term investment returns is to use passive, low-cost, tax-efficient vehicles in a carefully chosen mix of asset classes. We use this approach in the accounts we manage for clients and also in our recommendations to do-it-yourself investors.

About our bond timing model
User Rating: / 4
Written by Dennis Tilley   
June 30, 2008
Our bond timing model is used for trading mutual funds and exchange traded funds that hold high-grade U.S. bonds. Typically, high-grade bond funds hold U.S. treasuries, mortgage-backed and high-quality corporate securities. You can consult Morningstar at their website, www.morningstar.com, to find the average credit quality of any bond fund (look for funds that have an average credit quality of A or above). Practically every 401k plan has a high-grade general bond fund.
Timing Models: Frequently Asked Questions
User Rating: / 2
Written by Dennis Tilley   
June 30, 2008
How do I know if I’m suited for market timing?
Equity timing models explained
User Rating: / 18
Written by Dennis Tilley   
June 30, 2008
Since 1983, we have provided market timing signals to the public, through our monthly newsletter, FundAdvice.com (formerly Fund Exchange) and (since 1998) on our Web site, www.fundadvice.com.  While we have recently stopped computing these signals and publishing them to our website, we have made the calculations readily available to those investors who are interested. The purpose of these signals is to give individual investors a practical way to manage their portfolios using market timing systems.
Is it time to get out of the market?
User Rating: / 34
Written by Paresh Kamdar   
June 27, 2008

With the intense volatility the markets are experiencing, and economic news looking negative, many investors have been asking if they should sell their equity funds and move to the sidelines until the economic news gets better. History tells us that would most likely be a bad decision that could force investors to miss out on sizeable gains.

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