“Probability has always carried this double meaning, one looking into the future, the other interpreting the past, one concerned with our opinions, the other concerned with what we actually know.” Peter Bernstein

In This Edition

Website News
Latest Podcast
Ed Slott- RMDs Are a Nightmare This Year
Testimonials

Dear Friends,

As many of you know, paulmerriman.com has been down for over a week. Margie Baxley (our website designer) and Renee` Ashley (our social media manager/graphic designer) are working hard behind the scenes to bring the website back to life. We’re in the process of moving it to a new platform.

Thank you for your patience and understanding.

New York City AAII Chapter Presentations

Good news! Paul and Chris recently participated in a Zoom presentation for the New York City AAII Chapter.

Next week we will release Paul’s presentation on “The Case for Small Cap Value: The Good, the Bad and the Ugly.”

The following week we will release Chris’ presentation on “2 Funds for Life and Best-In-Class ETF Selection.”

Along with Chris’ presentation Paul and Chris answer questions from the more than 600 viewers.

Latest Podcast

My Worst Investment Ever! What You Do When You Are Young, Is Golden

Paul is interviewed by Andrew Stotz and the ⁠My Worst Investment Ever podcast⁠

BIO: Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. After retiring in 2012 from Merriman Wealth Management, which he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with free information and tools to make better investment decisions.

STORY: Paul has had a series of bad investments, and they were all driven by emotions. It wasn’t until Paul got the emotion out of that process that his money started to grow.

LEARNING: The first five years of the money you put away can, theoretically, represent 40% of the value of your portfolio over the long term. Start investing early so that you can benefit from the compounding effect.

Ed Slott- RMDs Are a Nightmare This Year. Here’s What Advisors Should Do.

While Ed Slott is not on our list of Truth Tellers he is one of the smartest people in the industry regarding IRS regulations on retirement payouts, IRAs and 401ks. Since do it yourself investors have themselves as a client I thought this article about MRDs might be helpful. If professional advisors are having challenges I assume some of you do it yourself advisors could use the help too.

Testimonials

The podcast where you talked about the educational program you have been instrumental in creating at the university is profoundly moving to me. I was in tears listening to the podcast as I heard and felt your passion, joy, and commitment to this important program. I also appreciated your commitment to educating the faculty there. As a fellow educator (former math teacher, current school counselor), I am also passionate about teaching the new teachers about the importance of investing in their retirement.

I also loved today’s podcast so much! I wish every one of my students would listen to it in order to hear a highly respected leading professional in their industry admit to having failure, learning from it, and moving forward. It’s such an essential lesson I try to instill in my kids.

I have the Michael Jordon poster about failure: “I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times I’ve been trusted to take the game-winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” - and refer to it constantly.

Thank you for all you do!

H.B.

Beyond the S&P 500: How to supercharge your diversification

My Worst Investment Ever! What You Do When You Are Young, Is Golden

The Lifelong Process of Financial Education with Paul Merriman

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!
Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends.
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.
Follow us on Facebook, Twitter and LinkedIn
Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.
Support our mission by making a tax-deductible donation to the Foundation.

In This Edition Website NewsLatest PodcastEd Slott- RMDs Are a Nightmare This YearTestimonials

In This Edition

Website News
Latest Podcast
Ed Slott- RMDs Are a Nightmare This Year
Testimonials

The best is yet to come!