"Tell me and I forget. Teach me and I remember. Involve me and I learn." Ben Franklin

In This Edition
The 2024 update of Bootcamp and Best Advice
Stocks vs. Bonds: The $10 Million Decision
10th Annual Retiremeet Conference Schedule
A Whole New Approach to Teaching Young Investors!
Testimonial

The podcast below is the first in our series of 8 to 10 podcasts/articles/videos that we hope will help investors make some of the biggest investment decisions of their life. The first presentation (only a podcast now but video and article will follow within next couple of months) focuses on the huge decision: Stocks vs. Bonds: The $10 Million Decision”

In the past, we have started the series with “The Ultimate Buy and Hold Portfolio.” The purpose of that topic is to make the case for 10 equity asset classes, that the academic community has generally agreed have a history of returns that qualify them to be included in a diversified equity portfolio. That podcast and tables will be available next week, to be followed with Fine Tuning Your Asset Allocation podcast and tables the first week of March.

Your questions after each of these presentations are important as we intend to have a Q&A section on each of the pages.
Unless otherwise requested, please send them to paul@paulmerriman.com.

Latest Podcast and Video- Stocks vs. Bonds: The $10 Million Decision

This podcast is the first in the series of 8 to 10 podcasts, videos and articles that will be found under ⁠Bootcamp⁠ and ⁠Best advice⁠.

In this podcast Paul discusses the biggest investment decision of an investor's lifetime: Invest in stocks or bonds. He reviews the long term risk and return for both important asset classes. In each case there is a set of 3 tables that reflect the returns from 1928 to 2023. In Tables ⁠J1a⁠ and ⁠J2a⁠ he compares the annualized return for the entire period as well as for all the 15 and 40 year periods. His discussion includes the impact of inflation as well as rebalancing. He also encourages those who have not read "We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement” to ⁠download the free pdf⁠.

10th Annual Retiremeet Conference

Here are the times and topics the Retiremeet speakers will address. Maybe you will find a topic that will be of interest to others in your family.

A Whole New Approach to Teaching Young Investors!

Cheryl Curran, a now retired investment advisor from Merriman Wealth Management, sent me the following video from an interview on Good Morning America. The star of the video is an amazing 14 year old high school student who has found his calling in teaching other young people about money matters.

Testimonial

Thank you for the many years of financial education; the podcast and website have been an invaluable resource to me. I deeply respect the mission of improving financial knowledge to the public (the importance of which I think was highlighted by the recent Washington Post article on direct cash payments) and certainly agree with the mantra that knowledge is power.
R.B.

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

Stocks vs. Bonds: The $10 Million Decision

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 EditionThe 2024 update of Bootcamp and Best AdviceStocks vs. Bonds: The $10 Million Decision10th Annual Retiremeet Conference ScheduleA Whole New Approach to Teaching Young Investors!Testimonial

In This Edition
The 2024 update of Bootcamp and Best Advice
Stocks vs. Bonds: The $10 Million Decision
10th Annual Retiremeet Conference Schedule
A Whole New Approach to Teaching Young Investors!
Testimonial

The 2024 update of Bootcamp and Best Advice starts now!