Return to the Guru Directory

Paul Merriman is founder and president of Merriman Capital Management, Inc., a Registered Investment Advisory firm. He is also the Publisher and Editor of FundAdvice.com. Paul Merriman also hosts "Sound Investing", a weekly radio broadcast and webcast show that provides investors with clear and unbiased information on stocks, mutual funds, and other money issues. Paul Merriman is also a regular retirement and mutual fund article contributor at MarketWatch.com, and has produced four investing videos. He is also a founding member of the Board of Directors of Global HELP.

Paul Merriman is the author of Live it Up without Outliving Your Money! 10 Steps to a Perfect Retirement Portfolio. He has been widely quoted in many national publications, and has been a special guest on a number of national television shows. Recently, Paul Merriman received a distinguished alumni award from Western Washington University's School of Economics.

FundAdvice.com is a newsletter and hotline service dedicated to investing in no-load mutual funds. The newsletter contains 4 main elements:

• Investing strategies for globally-minded investors in no-load mutual funds, with and without market timing.

• Articles on how to recognize and overcome the psychological challenges of investing.

• Suggested portfolios of no-load funds for aggressive, moderate, and conservative investors. Some suggested portfolios are for buy-and-hold investors, while others use market timing to manage risk. Two portfolios are made up exclusively of funds available through Charles Schwab's no transaction fee program. Two contain only Fidelity funds, and two others contain only T. Rowe Price funds. Five portfolios are made up exclusively of Vanguard funds, and six are made up of Exchange Traded Funds.

• Market timing signals to help investors manage risks in US stock and bond funds.

FundAdvice.com
1200 Westlake Avenue North, Suite 700
Seattle, WA 98109

The above description was assembled using information from the publisher's site. All registered or unregistered trademarks referenced herein are the property of their respective owners, and no trademark rights to the same are claimed.

There are quite a variety of investment newsletter services available to investors today, which achieve a decent track record. In reality, however, many newsletters have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

Let's face it: if there was one consistently successful investment newsletter, then the word would spread rapidly, and that one investment newsletter would have more customers than the population of China. The reality is that there has never been such a success. Why? Because in the final analysis, 8 out of 10 investors fail due to one simple reason: position sizing.

The majority of investors who subscribe to investment newsletters think that the process is as simple as "Just give me your recommendations and let me become as successful as you are". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio. Find out why!