"...there are always two sides to every investment: The number and the story. Every investment price, every market valuation, is just a number from today multiplied by a story about tomorrow.” Morgan House

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Merriman Lifetime Investment Calculator
Latest Podcast/Video
Latest Podcast
Testimonial

I’m very pleased that Craig Appl has updated our Lifetime Investment Calulator with all of our return data through 2023. For those who don’t know about Craig’s work I suggest you watch his latest tutorial.

Whether you are in the accumulation or distribution stage of life, the Calculator allows you to test our return data with your personal financial situation. You can adjust returns and distributions with or without concern for inflation as well as testing a wider range of distribution percentages.

6 reasons active management is a bad idea for your investments

Here is the list of videos that Craig recently recorded:

Latest Podcast/Video- The Best 3 Charts We Recommend

Paul, Daryl, and Chris are together again to discuss what they each think are the best single charts or graphs to help people understand investing and make good decisions.

Paul starts by asking Chris and Daryl how much we can rely on the past to predict the future.

Paul follows that with a deep dive into his choice for the most important chart -- the quilt chart.

Daryl follows up with his choice -- a discussion of the tell-tale chart.Chris finishes with his choice: a discussion of the 2 Funds for Life Fine Tuning Table.

Tables referenced-

⁠Table J1b- Equity Index Returns: 1-yr Periods (1928-2023)

⁠Table K1a⁠- 4 US Asset Class Indexes & 4 Fund Combo Relative Return Ranking (1928-2023)

⁠Table K2a⁠ Asset Classes & 4 Fund Combo (1928-2023) - Return Rank Frequency

⁠Table K1b⁠ S&P 500 & US SCV Relative Return Rank Comparison (1928-2023)

⁠Table K8a⁠ Sound Investing Port. Returns: 10 Yr Periods (1928-2023)

⁠Table K6a⁠ Sound Investing Portfolios, S&P 500 & US SCV Relative Return Ranking (1928-2023)

⁠Table K7a ⁠ Sound Investing Portfolios, S&P 500 & US SCV (1928-2023) - Return Rank Frequency

Latest Podcast- Truth Tellers on History of Returns & P.E. Ratios

In this podcast Paul discusses an article by Truth Teller Ben Carlson (⁠The Biggest Winners in the Stock Market)⁠, regarding a study by Dr. Hendrik Bessenbinder (⁠Which U.S. Stocks Generated the Highest Long-Term Returns ⁠)

⁠This study⁠ is an update from an earlier study from Hendrick Bessenbinder that Paul has recommended many times. Paul also discusses an article by Truth Teller John Rekanthaler, ⁠"When Rebalancing Creates Higher Returns—and When It Doesn’t”⁠

This article adds to the discussion of the impact of rebalancing on the latest video/podcast.

Testimonial

I cannot thank you enough for the impact you've had on my life and my loved ones' lives as well. I sleep better knowing that the hard work you, Chris, Daryl, and the whole team have put in has put us on the right track for the long term. Finding you all has truly been a blessing. I'm helping my parents with flexible distributions and now I've got my 10 year old son investing in best-in-class ETFs for his Roth IRA (with earned income of course).

Truth Tellers on History of Returns & P.E. Ratios

The Best 3 Charts We Recommend

Call To Action!

Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all.

Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
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In This EditionMerriman Lifetime Investment Calculator Latest Podcast/VideoLatest PodcastTestimonial

In This Edition
Merriman Lifetime Investment Calculator
Latest Podcast/Video
Latest Podcast
Testimonial

Merriman Investment Lifetime Calculator Update!