We are educators, not financial advisors. Our work is geared toward Do-It-Yourself investors but we always recommend seeking qualified and ethical fee-based professionals to discuss your …

What’s the best way to invest in the S&P 500? The latest stories from Paul A. Merriman on MarketWatch.

Retiring in 2012 from the wealth management company he founded in Seattle in 1983, Paul A. Merriman has been busier than ever. Driven by a passion for financial education, he …

Paul Merriman just shared what 60+ years in investing have taught him — and it’s not about picking the perfect fund. It’s about controlling costs, managing emotions, and building a plan …

Paul Merriman sold his investment advisory firm and retired in 2012, but he is still a go-to source for advice about investing, regardless of whether you’re just starting out as a newly minted …

Oct 14, 2025 · Paul A. Merriman (born October 18, 1943) is a financial educator and advisor on mutual funds, index investing, asset allocation and both buy-and-hold and active management …

For 28 years after founding Merriman, LLC, an investment advisory firm based in Seattle, I served as President, Chairman of the Board and publisher of FundAdvice.com.

Paul Merriman and his team have refined the Sound Investing Portfolios for 2025, incorporating updated data and new insights to ensure they remain effective and relevant.

Dec 9, 2025 · Merriman's latest book is a useful guide for readers who are preparing for retirement, or have retired and are looking for ways to manage their existing financial resources.

Paul is the founder of Merriman Inc., an investment management firm managing over $1.5 billion. Prior to his retirement he was the Publisher and Editor of FundAdvice.com, host of Sound …