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Withdrawals in retirement: taking less can give you more
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Written by Richard Buck   
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.
Risk vs. Reward: What's best for you?
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Written by Paul Merriman   
May 04, 2006
One of the most important things we do for clients is make sure they have realistic expectations. In this article Paul Merriman draws on 36 years of data to explore the most fundamental equation of investing: the tradeoff of risk vs. reward.


Should you trust Fidelity's advertising?
User Rating: / 112
February 28, 2006

Fidelity Investments is the largest mutual fund company, managing hundreds of funds for tens of millions of U.S. investors. But Paul Merriman believes Fidelity's advertisements are deliberately misleading. In this article, Paul shows how to separate the substance from the fluff.

Roth and traditional 401(k) plans compared
User Rating: / 40
Written by Richard Buck   
January 26, 2006
The Roth 401(k): Is it right for you?
User Rating: / 57
Written by Greg Berkman, CPA   
January 26, 2006
Starting in 2006 many employers are offering employees the choice of a new breed of 401(k) plan. In this article, Seattle CPA Greg Berkman discusses the pros and cons.

What's wrong with 401(k) plans
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Written by Paul Merriman   
December 15, 2005
Most 401(k) plans are far from perfect, and chances are good (actually this is bad) that yours falls far short of what it could be. In this article Paul Merriman describes the ideal 401(k) plan, discusses real-life plans we have studied and tells how you may be able to improve your own plan.

Strategic Laziness
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Written by Paul Merriman and Richard Buck   
October 25, 2005
Laziness seems to have a lot of fans in these times. But is there a smart way to be lazy and still get what you want as an investor? In the following article, Paul Merriman and Richard Buck examine this question -- in a relaxed manner.

"Loading up" on poor performance
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Written by Paul Merriman   
September 30, 2005
For many years Paul Merriman has been telling investors to “just say no” to buying load funds. Predictably, this message is quite unpopular among people who earn commissions selling such funds. In this article, Paul responds to an unhappy financial planner.
One portfolio for life?
User Rating: / 170
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.

Ten retirement lessons from the smartest people I know
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Written by Paul Merriman   
September 09, 2005

Since the mid-1960s, I have helped people manage their money and their lives before and during retirement. I have seen the good, the bad and the downright ugly. A successful retirement, like a successful life, rarely happens by accident or default. It happens by design. I’ve had the good fortune to know thousands of very smart people. Here are 10 lessons they taught me.

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