BIOGRAPHY
Paul Merriman is a nationally recognized authority on mutual funds, index investing and asset allocation. He founded a Seattle-based investment advisory firm in 1983, but is now retired and devoted to educating investors, through weekly articles on Marketwatch.com. In 2013 Merriman created The Merriman Financial Education Foundation, dedicated to providing comprehensive financial education to investors, with information and tools to make informed decisions in their best interest.
Paul is also author of several books on personal investing. Over the years he has led more than 1,000 investor workshops, hosted a weekly radio program and has been featured guest on local, regional and national television shows.
IMPORTANT DISCLOSURES
The views and opinions expressed by this guest speaker are solely their own. The information provided in this guest’s bio has not been verified by Pure Financial Advisors, and we make no warranties or representations regarding its accuracy or completeness. Pure Financial Advisors is not affiliated with or endorsed by this guest speaker or their statements. Viewers are encouraged to independently verify any information before relying on it.
Paul's Latest Contributions
Nationally recognized investing expert Paul Merriman makes the case that owning just two funds for life is a “home-run” investing strategy for some investors. Plus, Joe and Big Al answer your money questions: how should teachers, and others without Social Security or pension, save for retirement? How do you record flexible spending account contributions on your taxes? […]
Nationally recognized mutual fund, index investing and asset allocation authority Paul Merriman gives us the truth on market timing versus buy and hold – and he explains why he still does both. Plus, answers to your questions on collecting Social Security and a pension, non-deductible, Roth and SEP IRA rollovers, Backdoor Roth conversions, and are […]
Investing authority Paul Merriman explains how to turn $3,000 into $50 million and talks to Joe and Big Al about value vs. growth companies, market timing, choosing the right mix of stocks, bonds and other investments, and which stocks don’t beat even Treasuries in the long term. Plus, The 10 Best – and Worst – […]
