Paul leads off with the news that Chris Pedersen’s book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at https://paulmerriman.com/signup/.
Chris Pedersen joins Paul to discuss the 2023 update to his Best-in-Class ETF recommendations. Chris explains the selection process and why the DFA International Value ETF (DFIV) is replacing the iShares EFV fund for the international large-cap blend asset class. They cover the recommended portfolios, the philosophy they are built on, the asset classes they use, and the specific funds they recommend for each asset. Chris and Paul then cover several questions that listeners may have about their next steps or alternatives not covered.
Through the discussion, Chris refers to the following tools and website content that are now updated to reflect the new recommendations:
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The M1 Pies.
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The Merriman Aggressive Target-Date Glidepath calculator (copy to your Google Drive Account to edit it).
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Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects.
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