Discussed by Paul Merriman , Founder, Merriman Financial Education Foundation
The AAII Eastern Michigan and Cleveland Chapters will host this free online presentation via Zoom.
Paul Merriman will review the best equity asset classes and how much to have in each, as well as the best combination of equities and fixed income. He will cover what the best distribution strategy for over- or undersavers is. He will also reveal his #1 investment strategy for young investors.
YOU WILL LEARN
- Why most investors won’t stay the course in the best investments
- What’s wrong with the Total Market Index
- What’s wrong with target-date funds, and three simple portfolios that should make 13% to 14%
Paul Merriman is a nationally recognized expert on mutual funds, index investing and buy-and-hold investment strategies. He is the founder of Merriman Wealth Management, an investment advisory firm managing over $2.6 billion. Now retired, Merriman is dedicated to educating investors. He is the author of seven books, including “Financial Fitness Forever” (McGraw-Hill, 2011) and “Live It Up Without Outliving Your Money” (Wiley, 2008). He is a regular columnist on the retirement page of MarketWatch.com and produces a weekly podcast at paulmerriman.com. Merriman is also a contributing editor to the AAII Journal. In 2012, Merriman launched the Merriman Financial Education Foundation.
Live video slots are limited and when capacity is reached, the presentation may be heard audio only via phone call in.