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Written by Paul Merriman
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September 21, 2001 |
A recent article on CBS MarketWatch extolled the virtues of a “home study” booklet for beginning investors that’s been published for many years by Charles Schwab & Co. (to read the original follow this link: click here)
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Written by Paul Merriman
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February 22, 2002 |
We seem to be in the midst of a meltdown in technology stocks that took a lot of investors by surprise with its severity. If this market had human qualities, it could be described as capricious, furious and punitive.
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Written by Paul Merriman
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May 17, 2007 |
When you reach retirement, four major decisions will determine the bulk of your financial future. This article is about two of those decisions:
• How much money do you need or want from your retirement portfolio?
• Do you need a fixed income or can you tolerate a variable income?
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Written by Richard Buck
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December 14, 2006 |
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Late in 2006, we spoke extensively with six Merriman Capital Management financial advisors about the shift from earning a living to being retired. The following article is composed of edited excerpts from these conversations. Participants were Cheryl Curran, Jim Whipps, Aaron Spencer, Tyler Bartlett, Mark Metcalf and Laura Wood. Moderators were FundAdvice.com Managing Editor Richard Buck and Associate Editor Niki Hermanson.
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Written by Paul Merriman
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June 12, 2006 |
Most investment articles focus on the accumulation stage of investing -- how to acquire a retirement nest egg and make it grow. In the following article, Paul Merriman discusses some vital choices retirees make, either by design or by default, when they enter the equally important withdrawal stage. More sometimes turns into less. And less can turn into more.
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Written by Paul Merriman
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September 09, 2005 |
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In an article that first appeared in Southern California Senior Life, Paul Merriman shares what he's learned from smart people who have retired successfully.
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Written by Paul Merriman
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June 29, 2005 |
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In this update to one of the most important items in our article
library, Paul Merriman shows how a series of simple but powerful
concepts can put patient investors far ahead of the crowd. This 2008
revision updates all reported returns to include the year 2007.
If you are a serious investor, this article could be one of the most
important things you'll ever read. I'm going to show you the very best
investment strategy that we know, the strategy that's behind the way we
manage the majority of the money we invest for clients.
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Written by Administrator
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June 28, 2003 |
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Written by Paul Merriman
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March 25, 2005 |
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A big question that nearly every retiree faces is when to start collecting Social Security payments.
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Written by Paul Merriman
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September 28, 2002 |
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In this article, Paul Merriman describes two of our clients who are retired. One has done just about everything right, while the other has made so many mistakes that his life is more difficult than it needs to be. Paul paints a pair of vivid word pictures that show what works – and what doesn’t.
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