Some thoughts and (hopefully) helpful information from one of America's leading investment educators.
Paul Merriman is founder and director of Merriman Berkman Next, a money management firm with over $1.4 billion in assets under management. Paul is one of the nation’s top experts on mutual fund investing. He is publisher and editor of FundAdvice.com, a newsletter dedicated to investing in no-load mutual funds, and of an educational web site of the same name. In 2000, 2001 and 2002 FundAdvice.com was named in Forbes’ “Best of the Web” issue. Paul co-hosts “Sound Investing,” a weekly radio broadcast heard on KVI 570 AM in Seattle and KPQ 560 AM in Wenatchee. Paul’s newest book, “Live it up without Outliving Your Money: Ten Steps to a Perfect Retirement Portfolio,” has been on Amazon’s top 25 ‘retirement planning’ book list for over two years. Paul has been widely quoted in many publications including Money, U.S. News and World Report, Kiplinger’s Personal Finance, Barron’s, Business Week, The Wall Street Journal and Forbes. He has been a special guest on national television shows including “Wall Street Week”, PBS’ “Nightly Business News”, plus many financial talk shows on CBS, CNBC, and CNN. Paul is available for speaking engagements and media inquires.