"No matter the topic, your podcasts and video presentations are so educational and rewarding because they always continue to confirm to me that I am in the right place to help me make sound decisions on my own. I am forever grateful to you and Chris and Daryl for the priceless education." S.R

In This Edition
Ben Carlson
Bainbridge Community Foundation Financial Education Month
Latest Podcast
Testimonial

I trust that most of you have a firm understanding of the ups and downs of the market. They are normal.

Ben Carlson, one of our Truth-Tellers, does a terrific job covering the history of both bull and bear markets.

Since so many of you seem concerned about the next major decline I thought spending a few minutes reviewing Ben’s articles on the topic would be beneficial.

What Does a Healthy Correction Look Like?

How Often Do Bear Markets Occur?

Free Online Programs: Financial Education Series

National Experts Share What You Need to Know for a More Financially Stable Future

Financial literacy is empowering—yet good, practical education about financial management is too often out of reach for people, especially those with limited incomes. Former BCF Board member Paul Merriman—founder of The Merriman Financial Education Foundation—has dedicated his retirement to providing free education for all ages about how to secure a more stable financial future.

On behalf of BCF, every year Paul organizes free virtual events with speakers who are nationally renowned experts in their fields in order to help educate our community on how to better plan for our futures. These events target all ages and levels of financial literacy, including youth, first-time investors who are still in the workforce, and those who have just entered retirement. Learn more below!

Latest Podcast- Sound Investing Portfolios: 2024 Update

In this podcast Paul addresses the construction, returns and risks of the Sound Investing Portfolios.

Table ⁠H1a⁠ lists the 9 Sound Investing Portfolios and includes percentages of each of the asset classes included in each portfolio.Table

⁠H2a⁠ lists the risk and return data for each portfolio. The table compares profitable years, unprofitable years, decade returns and total return of a $10,000 investment.

Table ⁠H3a ⁠lists the portfolios annual return for each year for the period 1970-2023.

Paul encourages listeners to pose questions regarding the Sound Investing Portfolios. Send questions to ⁠paul@paulmerriman.com⁠.

Testimonial

"Many thanks for all you do. You are a trooper, Paul. Broadcasting from a hospital is way above and beyond expectations. I have been a faithful listener for over 10 years, but never fancied the simpler portfolios or found a role until today."

Paul

The truth about investing: ‘Common sense’ can be the worst advice

Sound Investing Portfolios: 2024 Update

Chris Pedersen answers your questions: Best in Class, 2 Funds for Life and more!

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 EditionBen CarlsonBainbridge Community Foundation Financial Education MonthLatest PodcastTestimonial

In This Edition
Ben Carlson
Bainbridge Community Foundation Financial Education Month
Latest Podcast
Testimonial