FundAdvice.com Articles


Retirement income that never runs out
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Written by Richard Buck   
May 17, 2000

Every retired investor I’ve ever talked to has experienced moments of doubt about the future. Will I last longer than my money? Will I be OK even if inflation heats up and the market cools down?

A perfect retirement in 10 easy steps
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Written by Paul Merriman   
April 16, 2003

This article is based on a free workshop I lead called “10 Steps to a Perfect Retirement Portfolio.” In this article, and in my workshop if you attend, you’ll find the most important things we teach investors about how to make their “golden years” as golden as possible.

Don't Dump Those Dogs!
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Written by Jim Whipps   
September 22, 2008

It won’t surprise you to read that many of our clients have had a pretty tough time with the market this year. Over and over again, we hear from people who want to take action instead of sitting still. The three most common things people seem to want to do are:

•    Get out of the market immediately and go to cash.
•    Buy commodities and commodity funds.
•    Dump the “dogs” in their portfolios, the funds that have underperformed.

The best mutual funds: DFA or Vanguard?
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Written by Paul Merriman   
August 15, 2007
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.


The ultimate buy-and-hold strategy- 2008 Update
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Written by Paul Merriman   
April 16, 2008
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.


One portfolio for life?
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Written by Paul Merriman and Richard Buck   
September 23, 2005
Many do-it-yourself investors want solutions they can implement once, then leave alone. Can individual investors adopt a strategy that's so good it will meet their needs from age 21 to 91? In this article, FundAdvice.com Publisher Paul Merriman and Managing Editor Richard Buck tell why they think the answer is yes.

The perfect portfolio
User Rating: / 151
Written by Jeff Merriman-Cohen   
August 16, 2003
Great chefs know that it takes more than the right ingredients to make an outstanding meal. If you put everything together in just the right way, ordinary ingredients can turn into magic. In this article, Jeff Merriman-Cohen shows how the same thing is true for investing.
  
 
Four Buy-and-Hold Portfolios
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Written by Paul Merriman   
June 29, 2005

We’ve been managing money for clients since 1983, and the best way we have ever found to build a buy-and-hold portfolio is using no-load asset-class index funds managed by Dimensional Fund Advisors (DFA). These funds were created to help investors pinpoint the most productive types of assets, as identified in academic research.

The Merriman Model Portfolio
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Written by Administrator   
July 29, 2005

This all-equity portfolio represents what we believe is the very best way for investors to diversify their investments using mutual funds available to the public. It’s designed to provide exposure to the nine most important equity asset classes that we recommend. No single fund family, including Fidelity and Vanguard, has open funds in all nine.

Can buy-and-hold investors beat Vanguard?
User Rating: / 9
Written by Paul Merriman   
August 06, 1999
For serious buy-and-hold investors, asset allocation and diversification are by far the most important decisions. They are more important than selecting the right mutual funds and individual stocks. They are more important than exactly when you get into the market and when you finally exit.

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