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 (http://www.youtube.com/playlist?list=PL57779A7377A278D4), 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 (http://www.youtube.com/playlist?p=PL0B323D88CA8612EF feature=mh_lolz)
Section
2: Fine tuning your asset allocation (http://www.youtube.com/playlist?p=PL5BDFCE5FE8D12753 feature=mh_lolz)
Section 3: Selecting the Best Mutual Funds (http://www.youtube.com/playlist?list=PLA2EA00F2CEA74CCA)
Section 4: Taking Distributions in Retirement (http://www.youtube.com/playlist?list=PL95F5A61AB67EF457 feature=mh_lolz)
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 (http://www.youtube.com/playlist?list=PL95F5A61AB67EF457 feature=mh_lolz),
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 (http://www.youtube.com/playlist?p=PL0B323D88CA8612EF feature=mh_lolz)
Section
2: Fine tuning your asset allocation (http://www.youtube.com/playlist?p=PL5BDFCE5FE8D12753 feature=mh_lolz)
Section 3: Selecting the Best Mutual Funds (http://www.youtube.com/playlist?list=PLA2EA00F2CEA74CCA)
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 (http://www.youtube.com/playlist?list=PLA2EA00F2CEA74CCA).
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 (http://www.youtube.com/playlist?p=PL0B323D88CA8612EF feature=mh_lolz)
Section
2: Fine tuning your asset allocation (http://www.youtube.com/playlist?p=PL5BDFCE5FE8D12753 feature=mh_lolz)
Successful investing is all about making smart choices, and I’ve taught thousands of investors how to do that since our company opened in 1983. Our teaching has taken many forms, including radio, television, newsletters, podcasts, books, articles, websites and DVDs. But my favorite format is the live workshop, a room filled with investors looking for the best solutions.
For most of my career, delivering a workshop required actually being in such a room, often with extensive travel involved. Now I am delighted to present a consistent workshop experience to thousands of investors online.
I’ve recorded 33 video segments, averaging less than seven minutes each. They cover six critically important investment topics that can change your financial future:
Choosing the best asset classes to make up your portfolio.
Controlling risk by dividing your portfolio between stock funds and bond funds.
Selecting the best mutual funds.
Withdrawing out of your portfolio when you retire, without running out of money.
Finding the best financial advisor for what you need.
Making an action plan to achieve your goals.
Today, I’m excited to announce that the first section of this online workshop is now available on the MerrimanInc YouTube channel (http://www.youtube.com/playlist?p=PL0B323D88CA8612EF feature=mh_lolz). The remaining sections will be made available over the next...
We are always looking for ways to better design client investment
portfolios. Every year, we are bombarded with new investment approaches,
new products and new trading strategies to beat the market. Most new
products can be tossed aside immediately, but a few require more
detailed investigation.
Click here to read the article at Merriman.com (http://www.merriman.com/advanced-portfolio-management/evaluating-new-investment-products/)
Also available at Merriman.com (http://www.merriman.com/advanced-portfolio-management/are-dividend-paying-stocks-good-bond-substitutes/)
“A rose by any other name would smell as sweet.”
With bond yields so low, is it a good idea to substitute dividend-paying
stocks for bonds? Some would say yes, since dividend-paying stocks
yield more than some bonds, and have more upside potential.
Commodity prices are rising again, led by sugar, copper, corn, wheat,
and silver. Demand from emerging countries is the typically-stated
reason, with an assist given to the Federal Reserve recently announcing a
second round of quantitative easing (a euphemism for printing money).
EDITOR’S NOTE: Early this summer, Paul Merriman interviewed Knight Kiplinger, a highly respected financial journalist, for a Sound Investing podcast. This article contains excerpts from their discussion of the economy, inflation, interest rates, target-date retirement funds, investor psychology and prospects for dealing with government debt.
It's good when you make profitable trades, I've made a few the last couple of days which is great for morale... of course when there is a big trend it's probably not that hard to take advantage of it... One thing I have had a little bit of trouble with ...
I've got some more cash in my forex trading account, still nothing huge, though at least if I do well I might make a little bit more money :)My current status is that I'm not trading very often, my currency of choice is the EUR/GBP which is not really very ...
