How to invest so your money lasts in retirement
November 16, 2011

A major concern of many people is whether their savings will last for their entire retirement. If the savings do last, it’s a success, but if the savings don’t last it could be considered a failure.

Key factors which influence whether savings will last for your entire retirement include the size of your portfolio at retirement (bigger is better), the amount of periodic withdrawals (the lower the withdrawals the greater the chance of not running out of money) and longevity (the longer you live, the more you need at the start of retirement).

Click here to read the article at Merriman.com

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

 

Taking Distributions in Retirement: Section 4 of the Merriman Online Workshop
July 13, 2011

When you retire, your financial life may change profoundly. You may have been saving money all your life, and suddenly the flow of dollars starts moving the other way. This change has large challenges emotionally, mathematically and financially.

In the fourth section of our online workshop, I discusses taking distributions in retirement and suggests solutions that are likely to work for retirees in various circumstances.

If you missed the first three 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

 

Selecting the Best Mutual Funds: Section 3 of the Merriman Online Workshop
June 14, 2011

We hope you have enjoyed the first two sections of our online workshop. The third section, Selecting the best mutual funds, is now available at our YouTube channel: www.youtube.com/merrimaninc.

Thousands of mutual funds are available in today’s marketplace, but only a handful are truly the very best for investors. In this section of the Merriman Online Workshop, Paul Merriman compares two fund families, showing why each is worthy of your investment dollars and your trust.

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

Section 1: Choosing the best asset classes

Section 2: Fine tuning your asset allocation