"In the business world, bad news is usually good news - for somebody else." James Surowiecki

In This Edition

Merry Christmas and Happy Hanukkah!
Bogleheads Conference 2024 Video Release
Latest Podcast
Testimonial

I hope you and your family are having a wonderful holiday season!

One of the highlights of the year for me was joining almost 500 people in Minneapolis to celebrate the work of John Bogle. While I was there I was interviewed by Paula Pant and that became our most watched video for 2024.

The Bogleheads organization does an enormous amount of work educating investors of all ages.

While the 500 investors in Minneapolis were treated to a long list of experienced speakers, there was no way to see it all.

The good news is you can now see it all. And it’s all free! Check out the following YouTube videos. I hope one or more of these videos will be helpful as you do your year end review of your portfolio and your long term financial plans.

Roth Conversion Deep Dive with Mike Piper

Withdrawal Rate Rumble with Bengen, Jeske and Benz

Retirement Spending Deep Dive with Jonathan Guyton

Ask Us Anything Experts Panel with Rick Ferri, Mike Piper, Allan Roth

Key Portfolio Mistakes to Avoid with Allan Roth

The following video contains information you have heard and seen many times here on our site. It was an honor to be part of the Bogleheads program. I am excited to note I have been invited to speak at the conference in San Antonio, starting September 29.

Factor Investing with Paul Merriman in Conversation with Jim Dahle

If you are interested in more of the BH presentations from the 2024 Conference do a YouTube search for Bogleheads 2024 Conference. Keep scrolling down as the links are mixed in with other YouTube presentations.

I’m getting ready for our first round table video/podcast in 2025. I’ll be joined by Chris Pedersen and Daryl Bahls. Send me your questions and comments. Please make the subject line Round Table Q&A. paul@paulmerriman.com

Latest Podcast- Could this be the #1 Reason to Invest in Index Funds? Part 2

On December 26, 2019 Paul recorded a podcast entitled, “Could This Be the #1 Reason to Invest in Index Funds?” We were shocked to learn that over 1,000,000 investors opened the podcast. In this podcast he addresses the topic again in “Could This Be the #1 Reason to Invest in Index Funds? Part 2”

The podcast reviews the well established index advantages and adds one that may be the biggest reason an investor is able to Find comfort staying the course in an index fund for the rest of their life. This might be a good podcast to share with your young adult children.

Testimonial

Paul, Chris and Daryl, love your channel and continue to learn so much. I have reallocated around 2 years ago after watching your channel to include 6% small value and 10% large value. Thank you so much for all you do! And love all the data your share!

@sarahsunsetpark

Could this be the #1 Reason to Invest in Index Funds? Part 2

I’m 12 years from retirement, the future looks like a ‘train wreck’ and I want out of the market. Should I sell?

Factor Investing with Paul Merriman in Conversation with Jim Dahle

In This Edition Merry Christmas and Happy Hanukkah!Bogleheads Conference 2024 Video Release Latest PodcastTestimonial

In This Edition

Merry Christmas and Happy Hanukkah!
Bogleheads Conference 2024 Video Release
Latest Podcast
Testimonial

The #1 Reason to Invest in Index Funds?