Overview

Since Merriman was founded in 1983, we have maintained a commitment to empowering people, whether they become our clients or not. We provide the education people need to make investment decisions that are right for them.

Here’s a guide to the resources we’ve made available to all investors, regardless of how much money they have:

• Free educational workshops – live workshops which cover the basic building blocks of investing and provide information you need to make important investing and retirement decisions

• FundAdvice.com – our main educational resource center, containing virtually all the general guidance most investors need

• 401khelp.com – specific recommendations on how to get the most from the retirement plans offered by dozens of corporate and government employers

• Sound Investing programs – a podcast and web-TV show series that provides timely commentary on current investment topics

• Weekly email newsletters – an email series that delivers the newest Sound Investing episodes and articles from FundAdvice.com straight to your inbox every week

• "Live It Up Without Outliving Your Money" – a guide to retirement security, written by our founder Paul Merriman

In addition to these resources available to the public, we take the time to educate our clients in everything we do for them. We truly believe that you’ll be more comfortable with your investment plan when you understand how and why it works.

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