Paul Merriman
Sound Investing For Every Stage of Life 


The Ultimate Buy and Hold Strategy 2020 Update

The most important work we have done over the last 38 years has been to help investors identify the equity asset classes they should consider holding in their portfolio.

The lessons of Vanguard's Jack Bogle have helped countless investors but his picks could be improved

I’ve come up against a bit of criticism recently from some investors who call themselves Bogleheads, indicating they are true followers of the late Jack Bogle, longtime head of the Vanguard Group.

From Social Security to tax savings, family financial literacy to annuities, we feature some of the best in their field.

Two fractional-share brokerages that can help simplify investing in Paul's recommended portfolios- Motif Investing and M1 Finance

Paul’s recommendations of more than 100 top U.S. companies and the U.S. TSP plan so you make the most of your savings.

Paul’s recommendations for Mutual Fund portfolios at Vanguard, Fidelity and T. Rowe Price.

Paul’s recommended Commission Free ETF portfolios at Vanguard, Fidelity, Schwab and TD Ameritrade

Best-in-Class ETF's

All information on this site is provided free of charge (with the exception of books for sale) and is funded in full by The Merriman Financial Education Foundation, an operating non-profit foundation founded in 2012.  Anyone wishing to use this educational information in web-based or printed materials are welcome to do so with the following attribution and link: “This information freely provided courtesy of” We would also appreciate if you would send us, via email, a copy and link of where it has been published.  

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