Merriman Logo
Text Size:

The more you understand, the more confident you'll feel

Our educational site contains hundreds of articles on everything from investing basics to college savings and retirement distributions. Here are some of the best articles you’ll find on FundAdvice.com:


The ultimate buy-and-hold strategy » get the full article

In this update to one of the most important items in our article library, Paul Merriman shows how a series of simple but powerful concepts can benefit patient, thoughtful investors. This 2010 revision updates all reported returns to include the year 2009.

Fine tuning your asset allocation » get the full article

Perhaps the biggest job that any investor has is managing risk. If you take too much, you could be flirting with disaster; if you take too little, you could cheat yourself out of the returns you need to take care of yourself, your family and your heirs. In this article, updated to include results from 2008, Paul Merriman shows how to get this important equation just right.

Fear and your financial future » get the full article

In this article, Paul Merriman addresses some of the fear-based questions that arise for many investors during tumultuous economic periods.

How to avoid the worst mistakes investors make » get the full article

In our investment workshops, we always discuss the biggest mistakes investors make. In this article, Paul Merriman identifies 18 examples in hopes that you will learn from other peoples’ mistakes so you won’t have to learn them yourself – the hard way.

Free Initial Consultation

Are you interested in meeting with one of our financial advisors for a review of your financial goals?

Contact us to schedule an appointment

What's New on Sound Investing

Subscribe to Sound Investing via iTunes

Tune into Episode 80 of Sound Investing TV

Latest From FundAdvice

800.423.4893 | Copyright © 1998 - 2009 Merriman, Inc.