With 2009 in its final quarter, Paul Merriman is thinking about what lessons this year has to teach investors. In this special edition of Sound Investing, Paul looks at how various asset classes performed and what points investors should remember as they contemplate 2010.

Join Paul and Tom as they discuss the most important considerations in selecting an investment advisor.  Most  people think they are only looking for a competent advisor. But there’s more to it than that. Paul discusses the importance of strong ethics and competence not just in an individual advisor but also in an advisory firm. This presentation is designed to help people find advisors whose interests are aligned with those of their clients.

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What’s the best asset allocation for your portfolio? Deciding how to divide your portfolio between stocks and bonds is important.  So is getting the right mix of value stocks, growth stocks, large stocks, small stocks and international stocks. Academics say a large percentage of your investment returns come from your asset allocation. We believe that getting this equation right should also reduce your risks.  In this special presentation, Paul Merriman and Tom Cock discuss the right ways and the wrong ways to make these critical choices.