Donate

Banner

No matter your age, stage of life or investment knowledge,
if you want to learn more about academically-based,
life-long investing, you’ve come to the right place.

Paul-whiteboard

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 established this 501(c)(3) financial education foundation. Since then, Paul, and his small home-based team, have produce hundreds of weekly podcasts, MarketWatch articles and videos, along with books, articles by experts, and unique research to substantiate and explain the knowledge, investment strategies and recommendations you’ll find here. We are educators, not financial advisors. Much of our work is geared toward Do-It-Yourself investors but we always recommend you seek qualified and ethical fee-based professionals to discuss your unique life, goals, risk tolerance and the consequences of various investment decisions.


SUPPORT FINANCIAL EDUCATION


paul-award


calculator banner

“Make More Money With Less Risk and More Peace of Mind”


just released 2 funds 4 life


Free Copy


Best Advice


Portfolios


M1 Finance


Articles Books


Podcasts


Videos

OUR MISSION: EMPOWER INVESTORS!

READ THE BOOKS THAT GIVE YOU THE KNOWLEDGE YOU NEED

In December 2020, Paul and co-author Richard Buck published We’re Talking Millions: 12 Simple Steps To Supercharge Your Retirement aimed at young and new investors.

Paul and Rich’s other books include three “How To Invest” series book available FREE, Financial Fitness Forever and Live It Up Without Outliving Your Money


SEE ALL BOOKS