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Educating investors is a core priority at Merriman. Our staff of
investment experts has produced a steady stream of articles on a wide
variety of topics designed to help people be more successful. Here are
some of the items we published in the past few months.
Phuc Dang
ROTH IRAS: TO CONVERT OR NOT TO CONVERT
Congress created a window in 2010 that will give many people their first opportunity to convert traditional IRA accounts to Roth IRAs. But should you take advantage of this window? Finding the right answer will be easy for some people, complex for others. Phuc calls on his CPA background to sort out the choices.
Larry Katz
RETIREMENT PLANNING IN AN UNCERTAIN WORLD
Planning income for retirement involves dealing with many variables and choices. In this article, Merriman’s research director walks us through the most important ones from the perspective of a 35-year-old woman who’s just starting her nest egg and who wants to retire in 30 years.
Cheryl Curran
WHAT HAPPENS TO YOUR 401(K) WHEN YOU LEAVE YOUR JOB
Whether it’s your choice or not, when you leave a job you may have a very important decision to make Regarding your employer’s retirement plan. Cheryl outlines four major options and describes the pros and cons of each one.
Paul Merriman
SOCIAL SECURITY AS FIXED INCOME
Should you regard Social Security as part of the fixed income allocation of your portfolio? It’s an interesting issue, and the short answer is no. In this article, Paul explains why.
Jeff Merriman-Cohen
THE PERFECT PORTFOLIO, UPDATED
Great chefs know it takes more than the right ingredients to make an outstanding stew. If you put
everything together in just the right way, seemingly ordinary ingredients can turn into magic. In a
2009 update of one of our most popular articles, Merriman’s chief executive officer shows how the
same is true for investing.
Richard Buck
HOW TO BE A SMART PACKRAT
Keeping track of all the right paperwork and electronic records isn’t as daunting as it may seem. Our director of publications tells how he at least attempts to do this conscientiously. The trick is knowing what you may need, what you can fairly easily replace and the relatively few things you should never let go of.
Paul Merriman
BE A MUTUAL FUND SLEUTH AT MORNINGSTAR.COM
Paul shows how to use this popular online site to understand mutual funds. You’ll learn how to tell the difference between what really matters and what is closer to fluff.
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