Articles: Miscellaneous


The best articles on Fund Advice
User Rating: / 8
July 22, 2008
Whenever you find an article online at FundAdvice.com, you can be sure it’s there because we think investors can benefit from it – and because we hope they will. We work hard to bring you news and views you won’t find elsewhere.
Live It Up: A guided tour of my revised and updated book
User Rating: / 13
July 14, 2008
My book “Live It Up Without Outliving Your Money!” has been revised and was published in June 2008 by John Wiley & Sons. The subtitle of the book is “Getting the most from your investments in retirement,” and that describes what’s between the covers.
Another reason to have a financial advisor
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June 10, 2008

Even if you are completely capable of handling all your own affairs, having trusted advisors can be more valuable than you might think.

I once received a phone call from the daughter of one of my clients, asking me how much money her father had in his account. Of course I declined to provide that information, but I was curious about the reason behind her question.

Construction of Suggested Portfolios
User Rating: / 13
July 11, 2008

 
Merriman Berkman Next investment philosophy

As a firm, we are committed to giving sound investment advice to all investors, whether or not they are our clients. We believe the best way to maximize long-term investment returns is to use passive, low-cost, tax-efficient vehicles in a carefully chosen mix of asset classes. We use this approach in the accounts we manage for clients and also in our recommendations to do-it-yourself investors.

Nine of the best of the best
User Rating: / 17
May 22, 2008

Paul Merriman has identified his favorite 10 items listed in “Money” magazine’s May 2008 annual guide to the 100 best things from the past year. Paul’s interests and my own are slightly different, and Money’s list is so intriguing that I had no trouble coming up with nine additional items.

 


10 best of the best
User Rating: / 6
May 19, 2008

In the May 2008 issue, Money magazine published its annual guide to the 100 best things it had identified in the past year. The list included the magazine editors’ picks for safest investments, smartest experts, most useful web sites, wisest career moves, strongest residential markets and the “greatest deals on Earth.”


Four lessons I learned from John Bogle
User Rating: / 20
April 02, 2008

 

I owe a great debt to many other authors and teachers who have helped me understand investing. One of my favorites is John Bogle, founder and former chief executive officer of the Vanguard Mutual Fund Group.

I recommend John’s “The Little Book of Common Sense Investing” to anybody interested in successful long-term investing through index funds. I quote this book often because it does a great job of teaching simple lessons that are invaluable to any investor who wants to rise above mediocrity.

Today I offer four lessons from John’s book, with permission from John Wiley & Sons, the publisher of “The Little Book of Common Sense Investing” (and publisher of my own book, “Live It Up without Outliving Your Money!”).

Lesson One: Control what you can. Investing involves many facets, most of which are beyond the control and even the influence of us common investors. But one thing you can control, at least to a great extent, is how much you pay for somebody to manage your money for you. Expenses, in other words. Index funds are much less expensive to buy and to own than actively managed funds.

What's ahead for investors in 2008
User Rating: / 55
January 03, 2008

 

Every time we begin a new year the air seems filled with hope that things will be better in the coming months. Market pundits and observers love to make fearless forecasts, and Paul Merriman, founder of Merriman Berkman Next, is no exception. In this article, Paul looks into the past in order to get a glimpse of the future.

 

Thinking smart about your taxes
User Rating: / 14
November 15, 2007
Now is a great time to think ahead about your 2007 tax bill. You may be glad you did – or have regrets later on if you do not.

Paul Merriman quoted in the New York Times
User Rating: / 3
October 29, 2007

In an article in the New York Times Business Section on October 23, Julie Connelly described the attraction of index funds. Paul Merriman was the first person she quoted.

Click here to read the story.

 

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