"Where returns are concerned, time is your friend. But where costs are concerned, time is your enemy.” John Bogle

In This Edition
Boglehead Conference is Big Success!
Latest Podcast
Testimonial

I just returned from 4 days at the Bogleheads Conference in Minneapolis. It was great fun to see old friends in the investment community as well as having the opportunity to talk with investors who follow our work. It is such an honor to know that so many people are using our work to make some of the biggest financial decisions of their life.

I have so much respect for the investment experts who came to the Conference to speak to the guests. They came without compensation, including paying all of their own expenses. While

If you’re not sure how to invest, it’s as easy as picking two funds.

the list of “teachers” is long I have to give a special thanks to a handful of people who did most of the work. Christine Benz, Rick Ferri, Jim Dahle, Allan Roth, Bill Bernstein and a host of Boglehead volunteers put a lot of hours into making the Conference a great educational experience.

The good news is the teaching doesn’t end with the conference. In the next couple of months all of the presentations will be added to the Bogleheads Youtube Channel. We will be sure to let you know when they are available.

Latest Podcast- M1 Finance Updated 2024

Chris & Paul walk through the changes to The Merriman Financial Education Foundation’s relationship with ⁠M1 Finance⁠, including affiliate commissions, a new emphasis on accurate messaging, and improved pre-made portfolio shortcuts (M1 calls them Pies).

The new Pies now include all of our Sound Investing equity portfolios, taxable and tax-deferred fixed-income portfolios, and 5-year increments of the Merriman Aggressive Target-Date Glide Path allocations. Chris shows how easy it is to mix them to get the equity and fixed income ratio you want. He also shows how to approximate intermediate years along the target-date glide path. Finally, Paul challenges him to create a mix of several different equity strategies, which he demonstrates.

Following the demonstrations, they briefly discuss how M1 compares to Fidelity’s offering.

They close with a request for listener questions to be used in an upcoming interview with M1 Finance’s founder and CEO, Brian Barnes. If you have any, please email them to chriskpedersen@gmail.com.

M1-Related Disclosures

This podcast and ⁠video⁠ were recorded on September 12, 2024. All information is subject to change. The opinions expressed are solely those of the authors and do not reflect the views of M1. They are for informational purposes only and are not a recommendation of an investment strategy or to buy or sell any security in any account. They are also not research reports and are not intended to serve as the basis for any investment decision. Prior to making any investment decision, you are encouraged to consult your personal investment, legal, and tax advisors.

M1 is a technology company offering a range of financial products and services. “M1” refers to M1 Holdings Inc., and its wholly-owned, separate affiliates M1 Finance LLC, M1 Spend LLC, and M1 Digital LLC.

If you choose to transfer your account to another broker-dealer, only the full shares are guaranteed to transfer. Fractional shares may need to be liquidated and transferred as cash.

All examples above are hypothetical, do not reflect any specific investments, are for informational purposes only, and should not be considered an offer to buy or sell any products.

All investing involves risk, including the risk of losing the money you invest. Brokerage products and services are offered by ⁠M1 Finance LLC⁠, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.

M1 does not provide investment advice, and this is not an offer or solicitation of an offer, or advice to buy or sell any security, and you are encouraged to consult your personal investment, legal, and tax advisors. M1 is not recommending or endorsing this investment by making it available to its customers.

Testimonial

"I am an engineer and can’t stop watching all of your podcasts/videos!"

M1 Finance Updated 2024

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 EditionBoglehead Conference is Big Success! Latest PodcastTestimonial

In This Edition
Boglehead Conference is Big Success!
Latest Podcast
Testimonial