Kitsap Peninsula Business Journal
6-9-2001
Mutual fund educator to speak in Bremerton
   “The Best Retirement Portfolio I Know” will the subject of a presentation by Paul Merriman, “one of America’s top financial advisors,” according to CBS Marketwatch. Merriman, who has helped thousands of persons in or near retirement properly position their assets for long term growth without taking unnecessary risks, will give a free workshop in Bremerton on June 14. Merriman’s talk, which is sponsored by Investors Capital of Poulsbo, is free to the public. It will be held at Kitsap Golf & Country Club at 1 p.m.

Merriman is President of Merriman Capital Management, which manages approximately $280 million dollars for its clients, as well as publisher and editor of FundAdvice.com, a newsletter that has been selected as “Best of the Web” for the last two years by Forbes.

He will show investors how to build all-star portfolios of no-load mutual funds at Fidelity, Schwab and Vanguard. He will also demonstrate how to make money in all types of markets, and how to avoid the 10 biggest mistakes investors make.

Register by calling (800) 423-4893 or visiting FundAdvice.com.