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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)
Category:
Investing
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)
Category:
Investing
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)
Category:
Investing
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 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) Section 5: Finding the right financial advisor (http://www.youtube.com/playlist?list=PL57779A7377A278D4)
Category:
Investing
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 (http://www.merriman.com/advanced-portfolio-management/how-to-invest-so-your-money-lasts-in-retirement/)
Category:
Investing
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