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October 13, 2009 |
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Earlier this year, Sound Investing interviewed Vanguard founder John Bogle, who isn’t afraid to say what he thinks and who has always sided with individual investors over Wall Street. In an edited transcript of the interview, Bogle tells why he doesn’t think Wall Street is doing a good job for investors and what he thinks about Treasuries as a safety net against inflation.
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July 13, 2009 |
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The oldest rule of investing is simple: Don’t put your money into
something you don’t understand. Because a cornerstone of my company’s
advice is to invest in mutual funds, many people ask how they can
really understand funds before investing in them.
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April 21, 2009 |
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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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March 30, 2009 |
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“How the hell did we end up here, Mr. Cramer?” host Jon Stewart asked as CNBC financial guru James Cramer arrived on Comedy Central’s “The Daily Show” earlier this month. “What happened?”
The question seemed to stun Cramer, who is rarely at a loss for words. But the reality was more painful: Last year, Cramer and his colleagues at CNBC, the popular business-oriented cable channel, didn’t know the stock market was going to tank. They didn’t predict it or this year’s worldwide financial crisis.
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July 22, 2008 |
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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.
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July 14, 2008 |
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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.
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June 10, 2008 |
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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.
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July 11, 2008 |
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Merriman 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.
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April 02, 2008 |
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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.
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October 29, 2007 |
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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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