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The entire Merriman online workshop is now available!
August 22, 2011

So far, this workshop has covered the most important things every investor should know and think about. However, all the investment knowledge in the world won’t do you much good unless you put it to work in your portfolio and your life.

In the sixth session of our online workshop, Moving into action, I identify the key things that will be most useful in translating knowledge into action and action into results. I’ll also point you to a lot of helpful books and other resources.

If you missed the first five sections, you can find them here:

Section 1: Choosing the best asset classes

Section 2: Fine tuning your asset allocation

Section 3: Selecting the Best Mutual Funds

Section 4: Taking Distributions in Retirement

Section 5: Finding the right financial advisor

 

Finding the right financial advisor: Section 5 of the Merriman Online Workshop
August 01, 2011
Most people can benefit from the help of a financial advisor, either on an occasional basis or in a lasting relationship. But not all advisors are created equal. In this section of our online workshop, I’ll explain what to look for and how to avoid financial help that may lead you down the wrong path.

If you missed the first four sections, you can find them here:

Section 1: Choosing the best asset classes

Section 2: Fine tuning your asset allocation

Section 3: Selecting the Best Mutual Funds

Section 4: Taking Distributions in Retirement