FundAdvice.com Articles


Nine things to teach your kids
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Written by Paul Merriman   
June 30, 2009

Let’s face it: As parents we know we have learned lots of important lessons, and we wish our kids would pay attention when we try to impart those lessons. And let’s face it: Our kids usually hear what they want to hear and ignore what they want to ignore. (Most of us did the same thing when we were young, but let’s keep that just between us for now.)

Inflation, politics, history and investments
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Written by Mark Metcalf   
June 22, 2009

Fear is never far from investors’ minds, especially during tumultuous times like these. Nervous investors will always find plenty of authors, gurus, prognosticators and analysts who are willing and able to feed these fears.

Lessons from my favorite book
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Written by Paul Merriman   
June 15, 2009

When I mentioned the topic of this article to some of my colleagues, they were instantly curious about what book I call my favorite. Huckleberry Finn? The Bible? John Bogle’s Little Book of Common Sense?

Nope. All of those are excellent books. But in this case my favorite book is one you can’t read yourself because you can’t buy it or find it at a public library.

How much money can you prudently take out of your investments in retirement?
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Written by Paul Merriman   
June 09, 2009
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 income do you need or want from your retirement portfolio?
•    Do you need a fixed stream of income you can count on, or can you tolerate cash flow that goes up and down depending on the success of your investments?

Emotions and the market
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Written by Aaron Spencer   
June 01, 2009

With the high volatility in the stock market over the past year, emotions have been running at an all-time high for many investors. Staying on track has become harder than ever.

Inflation: Will your investments protect you?
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Written by Larry Katz, CFA   
May 21, 2009
While inflation is currently quite low, there is concern about the potential for future higher inflation, due to the recent massive injections of liquidity into the financial system, and the huge ongoing federal government deficits.  

Federal Reserve officials would like to see annual inflation around 2 percent over the long run. Whether they could achieve this goal, even with all the tools at their disposal, remains to be seen.

Suze Orman - Should you listen to her advice?
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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 Rich 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
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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.

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