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

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Dear Friends,

Thank you for your support of our Foundation this year.

It was a very busy and productive year. While we have continued to build our series of tables, graphs and charts to help seasoned investors make better decisions, we have also made serious headway in helping the first time investor.

In the coming months you will learn more about the Merriman Financial Literacy Program. This program will be potentially helpful to all students at Western, as well as the children and grandchildren of our regular readers, listeners and viewers.

I’m pleased to say that Chris Pedersen and Daryl Bahls were once again supremely helpful in continuing our commitment to educating investors of all ages. And Craig Appl has continued to update our Lifetime Investment Calculator for those who want to test their own investment assumptions. As far as I know these volunteers will be working on the project with me in 2025.

Rich Buck continues to offer his expertise in writing articles for MarketWatch and the American Association of Individual Investors Journal.

Of course we couldn’t do all this without the wonderful dedication of Margie Baxley maintaining our website, and Renee Ashley keeping our work in front of the major social media outlets. Plus, together they are instrumental in getting our newsletter out and supporting me with the online presentations.

Let us know what we can do to help you improve your financial future. We hope to win your trust once again in 2025.

All the best to you and your family,
Paul

Latest Podcast- Paul Merriman speaks with Robert Pass on Pediheart: Pediatric Cardiology Today Podcast - "When it comes to retirement, how much is enough?"

The following are Dr. Pass’ note to his podcast: "This week to conclude 2024 we speak with noted investment expert Mr. Paul Merriman to discuss a few topics related to personal finance and investing. First we tackle the notion of having 'enough' to retire. Is there a magic value and how would one think about this? Why is an S&P 500 Index or Total US Stock Market Index a fine 'core' investment and how might one possibly improve upon its performance? What are some of the psychological hurdles we have as investors and potential retirees? Mr. Merriman reviews these and other topics on our end of year episode.”

Paul Merriman's Website

Paul's "Quilt" Chart

Paul's "Bootcamp" page

Last Year's episode of Pediheart was replayed on Mr. Merriman's site

Paul's book "We're Talking Millions"

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"I'm inspired by your teaching gifts and enthusiasm. You and Chris and Darryl have turned me into an obsessive, compulsive and listen to your online content several hours daily. You've opened up my world of investing and I only regret not knowing 10% earlier in my life of what I've learned from you all in the past few months."

Paul Merriman speaks with Robert Pass on his Pediheart: Pediatric Cardiology Today Podcast - When it comes to retirement, how much is enough?

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

Paul Merriman speaks with Robert Pass on his Pediheart: Pediatric Cardiology Today Podcast - When it comes to retirement, how much is enough?

In This Edition Thank you for your support. Latest PodcastTestimonial

In This Edition

Thank you for your support.
Latest Podcast
Testimonial

Happy New Year!