Why the choice of assets can make a big difference in your returns

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What we're reading

Merriman Chief Compliance Officer Stephanie Brown is reading A Complaint Free World: How to Stop Complaining and Start Enjoying the Life You Always Wanted. Sounds like a relaxing read.

Mischa Bellarin, Merriman's newest Client Services Representative, is reading Our Iceberg is Melting: Changing and Succeeding Under Any Conditions.

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Live it Up Without Outliving Your Money!

Pick up the latest copy of Paul's book to learn about Merriman's approach to investing. While the way we retire has changed significantly over the years, it is just as true as ever that retirement is still about money. If you save and invest wisely today, you'll have more to spend tomorrow.

Available at Amazon.com, Barnes and Noble.com or from your local bookstore.

Why the choice of assets can make a big difference

Dear <<First Name>>,

There was an interesting article in the Wall Street Journal from March 7, 2011 called “Why Small-Cap Funds are Lagging.” It cites a study by Credit Suisse showing that “small-cap funds have increasingly been investing in companies larger than their category name would indicate, and the average fund is underperforming its benchmark.”

The article goes on to say, “The average market capitalization of a company in a small-cap fund was about $3.1 billion at the end of 2010, compared to the average market cap of the benchmark Russell 2000 index of about $1.3 billion. The $1.8 billion gap between the two is the largest since September 2008.”

We are green as we update our logo

Here at Merriman we take our commitment and responsibilities for managing your investments earnestly. Because remaining true to our commitment for sustainability and being a carbon neutral firm is so important to us, we made a responsible decision when updating our logo.

Sound Investing Recent Podcasts

Most recent podcasts

Top Ten: Ten psychological challenges of market timing
Outrage!: Financial advisors rank top 10 mutual fund companies, 9 of them are load fund families
Ask Merriman: What is your opinion on the Elliott Wave Theory?

Don't want to miss any Sound Investing episodes? Make sure to subscribe at iTunes, or our rss feed.

Why we survey our clients and what we do with that information

It is no secret that businesses make mistakes. We have made our fair share of them, and we took a long, hard look back at these mistakes to see if there was something we could learn.

We realized we were making decisions with the best of intentions, but within a small vacuum. Often times, these changes were spurred by client feedback, but that feedback represented only a small portion of the client base. It was not really the root-cause of the client concerns.

To keep this from happening again, about two years ago we made a substantial commitment to regularly survey our clients and collect feedback about how well they think we are doing.

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