The Merriman Financial Education Foundation: Plans, Priorities & Lessons for 2026
Paul Merriman welcomes back Chris Patterson, Director of Research, and Daryl Balls, Director of Analytics, for another thoughtful roundtable discussion. These three “underpaid volunteers” reflect on how far the Merriman Financial Education Foundation has come — and where it’s headed next. Together, they cover everything from new educational tools to a data-driven look at one of the most common investor questions: Has small-cap value lost its punch?
The episode revisits this hot topic with evidence from decades of historical data, including several key Merriman Tables that illustrate why…
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