September 21, 2019 from 9:45 am to 12:45 pm
In June 2017, Paul Merriman had the honor of meeting one-on-one with John Bogle in an insightful discussion about how and why Vanguard builds portfolios the way it does. Bogle’s insights transformed Paul’s way of thinking about investing. In his presentation he will share the highlights of that meeting. He will detail two different approaches for designing an ultimate buy & hold portfolio, review investment decisions for a $12 million portfolio, and show how investors can meet their investment needs with just two funds. Paul will wrap up by discussing how individual risk tolerance can help determine the right combination of stocks and bonds during the accumulation and distribution phases.
About the Presenter:
Paul Merriman is a nationally recognized expert on personal finance, mutual funds, index investing, buy-and-hold investment strategies and asset allocation. He is the founder of Merriman Inc., an investment advisory firm managing over $1.6 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 in the RetireMentors section of MarketWatch.com and produces a weekly podcast at paulmerriman.com. Merriman’s website has articles on a range of investment topics. He has written about asset class selection, asset allocation, mutual fund and ETF portfolios for Vanguard, Fidelity, Schwab, and TD Ameritrade. In 2012, Paul launched the Merriman Financial Education Foundation and is committed to promoting investor education.
Attend this seminar to learn:
- Which equity asset classes you should own and how to select the best mutual funds and ETFs to buy in each equity asset class
- How much you should have in stocks and bonds and how that changes over time
- John Bogle’s #1 rule for successful investing (it may surprise you!)