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Written by Larry Katz, CFA, Director of Research
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November 16, 2011 |
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A major concern of many people is whether their savings will last for
their entire retirement. If the savings do last, it’s a success, but if
the savings don’t last it could be considered a failure.
Key
factors which influence whether savings will last for your entire
retirement include the size of your portfolio at retirement (bigger is
better), the amount of periodic withdrawals (the lower the withdrawals
the greater the chance of not running out of money) and longevity (the
longer you live, the more you need at the start of retirement).
Click here to read the article at Merriman.com
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Written by Dennis Tilley
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April 27, 2011 |
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We are always looking for ways to better design client investment
portfolios. Every year, we are bombarded with new investment approaches,
new products and new trading strategies to beat the market. Most new
products can be tossed aside immediately, but a few require more
detailed investigation.
Click here to read the article at Merriman.com
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Written by Larry Katz, CFA
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January 11, 2011 |
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Also available at Merriman.com
“A rose by any other name would smell as sweet.”
With bond yields so low, is it a good idea to substitute dividend-paying
stocks for bonds? Some would say yes, since dividend-paying stocks
yield more than some bonds, and have more upside potential.
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Written by Dennis Tilley
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December 22, 2010 |
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Commodity prices are rising again, led by sugar, copper, corn, wheat,
and silver. Demand from emerging countries is the typically-stated
reason, with an assist given to the Federal Reserve recently announcing a
second round of quantitative easing (a euphemism for printing money).
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Written by Paul Merriman
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August 18, 2010 |
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EDITOR’S NOTE: Early this summer, Paul Merriman interviewed Knight Kiplinger, a highly respected financial journalist, for a Sound Investing podcast. This article contains excerpts from their discussion of the economy, inflation, interest rates, target-date retirement funds, investor psychology and prospects for dealing with government debt.
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Written by Lowell Lombardini-Parker
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July 07, 2010 |
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In an ideal world, employees could set up their retirement fund allocations and then forget them for years. But when plan options change as they recently did for workers at Boeing, new choices are necessary.
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Written by Larry Katz, CFA
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June 16, 2010 |
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Here’s an article we recently mailed to our Merriman clients, addressing some inflation questions that we felt our FundAdvice readers may also be interested in:
Some investors are concerned about the prospect of future inflation, based on fiscal and monetary measures the U.S. government has taken to respond to the recent market crisis. However, other metrics suggest that moderate inflation will continue. These include current inflation, bond market indicators and worldwide excess capacity.
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Written by FundAdvice.com Editors
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June 03, 2010 |
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Here’s an article we recently mailed to our clients, addressing some of the topics that might also be on your mind:
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Written by Phuc Dang, CFP®, CPA
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January 04, 2010 |
As a financial advisor and CPA, I often receive tax questions from my clients. One that has been coming up a lot in the past year is: “Should I convert my non-Roth retirement plan (401(k), traditional IRA, 403(b) or 457(b)) to a Roth IRA?” The question isn’t surprising, given the new rules that took effect January 1 for Roth IRA conversions.
The short answer, which should not surprise you, is: “It depends.”
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Written by Paul Merriman
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December 08, 2009 |
Investors are always very interested in the returns they get on their portfolios. But as Will Rogers famously remarked, the return OF his money was more important to him than the return ON his money.
Millions of investors may be feeling the same way these days, waiting for their portfolios to return in value to their high point, which for most people occurred in the fall of 2007. How fast a portfolio bounces back from adversity is an important measure of the risk of that portfolio.
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