Thought Leadership

Books by John F. Merrill and Brian J. Merrill-Investment officers at Tanglewood Total Wealth Management.

Investing in UNCERTAIN Times

Investors may be excused it they would like to press a “do over” button with regard to the markets since the turn of the new millennium in 2000. Huge advances followed by devastating declines that left the major US stock indexes no higher at the end of 2011 than they were at the end of 1999. Investors’ frustration has been reinforced by an equally uncertain economic and political environment.

So what should investors do in such a period of poor markets and difficult backdrop? Investing in UNCERTAIN Times provides the answers. Strategies developed and utilized by the authors since the late 1980s have performed well even in this period.

 

The Sure Road to Investment Success

Building Your Best Portfolio for Risk and Reward

This no-nonsense, easy to read book is packed with information that will lead you to your ideal portfolio (asset allocation) - one that you can be comfortable with in both bull and bear markets.

By examining the track record of 13 major asset classes as far back as 1926, "The Sure Road to Investment Success: outlines an investment process that clearly shows you both the long term reward and shorter term risks of several portfolio options.

 

A Portfolio For All Seasons

Preserving and Enhancing Wealth Over a Lifetime

Media coverage of financial and investment news has exploded in the past decade. Individual investors can get more sound bite information now than at any time in the past. Yet with all this information, investors find themselves wondering if they truly understand which investments are best for their portfolios and why.

A Portfolio For All Seasons provides the answers. It does so without resorting to fancy slight of hand or get rich quick schemes. Instead, it gives you a thoughtful, proven system for harnessing the power of well-planned diversification to maximize your retirement wealth and income within your own acceptable level of risk.

 

Outperforming the Market:

Everyone's Guide to High-Profit, Low-Risk Investing

McGraw-Hill Company

800-262-4729

This no-nonsense, easy-to-read book is packed with historical information that will help you identify the best long-term portfolio for virtually any situation. Outperforming the Market outlines an investment philosophy that follows the simple rules of asset allocation to build the absolute best portfolio for your risk comfort level and targeted rate of return. It also shows you how to evaluate a money manager's judgment and track record in both bull and bear markets.

 

Beyond Stocks

A Guide to the Best Performing Complete Portfolios

For over a decade we have known that the allocation of asset classes within a portfolio is more important in determining investment returns than the selection of individual stocks, bonds, or mutual funds. Yet very little detailed research has been made available comparing the risks and rewards of the major asset classes. Which have demonstrated reliable or predictable characteristics? Which have not? This book provides the answers in a clar and easy to read way. In this original and thoroughly researched work, you can now see the long history of the 13 most important asset classes individually evaluated. There are many surprises for long-term investors and investment professionals alike.

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
info@tanglewoodwealth.com

Follow Us