"Prediction is very difficult, especially if it's about the future.” Nils Bohr, Nobel Laureate in Physics

In This Edition
12 Things Most Investors Don’t Know About Long-Term Investment Success.
Podcast
Testimonial

In March our Foundation, along with the Bainbridge Community Foundation, offered Zoom presentations devoted to improving financial literacy for investors of all ages. This annual series started in 2016 and Covid took us out of the Bainbridge Public Library and auditorium in the Bainbridge Island Art Museum, to the safety of Zoom.

My presentation was entitled, "12 Things Most Investors Don’t Know About Long-Term Investment Success.”

The purpose of the presentation was to go beyond the obvious investment challenges and identify less commonly discussed hurdles. Since it was a new presentation I had my concerns but came away feeling it was worth the effort—plus I had a lot of fun presenting the information.

Please let me know what you think.

We will distribute the other presentations when Zan and I get back in April.

Latest Podcast- How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

Watch video here

Join me on Catching Up to Fi l with Rick Ferri to discuss key investing topics like asset allocation and the pros and cons of small-cap value vs. total market funds.

TIMESTAMPS / CHAPTERS

00:00 ⛓️ Understanding Bonds and Young Investors

02:31 🌟 Introduction to Financial Literacy Titans

03:12 🎓 Paul Merriman's Financial Education Foundation

04:18 🧠 Rick Ferri and the Bogle Center for Financial Literacy

12:09 ⚖️ The Importance of Asset Allocation

23:11 🌍 Debating International vs. US Stocks

35:12 🗓️ Target Date Retirement Funds: Pros and Cons

45:55 📈 Exploring Small Cap Value Investing

49:34 🧩 Understanding Non-Traditional Index Funds

50:28 🔍 Small Cap Value Performance Analysis

52:56 👨‍👩‍👧‍👦 Generational Wealth and Portfolio Management