Sound Investing Newsletter
January 10, 2013


Greetings and welcome to the first of my bi-monthly newsletters. I hope you enjoyed a happy, healthy holiday season and are rested and ready to begin 2013 with renewed energy, focus and commitment to accomplishing your financial goals. My commitment is to providing you the information and resources to help you achieve them with less risk and more peace of mind, through sound investing decisions.

In 2012, I had the pleasure of working with Rich Buck – my former colleague at Merriman LLC, from which we are both retired – in creating three new books for the “How To Invest” series. I hope you will consider purchasing these concise, informative print and eBooks for yourself and loved ones. All profits support educational organizations through The Merriman Financial Education Foundation.

To make it easy for you to access the information you want, each newsletter, includes links to the latest, articles, podcasts, Q&A and other recommendations to assist you in making the best decisions for your financial future.

I also encourage you to join me on social media and share with others what you find helpful. Your questions and feedback are always welcome!

 To your best year ever,


Turbo-charge your retirement portfolio 
10 steps to rebuilding your retirement portfolio

Over the past few weeks, a lot of retirees have asked me how they can get their investments back on track. More… 

Five great lessons for retirees

A successful retirement rarely happens by accident. It happens by design.More…



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