The Ultimate Buy and Hold Strategy—on Steroids!

Paul Merriman
September 25, 2021 from 10:00 am to 12:45 pm

The presentation will discuss the risks and returns of 7 different portfolios. Guests will learn how to use a new calculator to test these portfolios during the accumulation and distribution periods. All participants will get a free pdf of Paul’s latest book, “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement.”


Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation, buy-and-hold, and active management strategies. Now retired from Merriman Wealth Management, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through free eBooks, podcasts, articles at and the AAII Journal. More investment related information, including mutual fund and ETF recommendations can be accessed at Paul and his team have created 2 Funds for Life, Best in Class ETF recommendations, and the Merriman Foundation Lifetime Investment Calculator.

Attend this seminar to learn:

    • Answers to the 12 of the most important investment questions
    • Ten ways to make better returns on your investments with and without taking more risk
    • The pros, cons and truth about investing in small cap value
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