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The AAII San Diego Chapter presents...

The Ultimate Buy and Hold Strategy

    Discussed by:        

    Paul Merriman
    Founder, Merriman Financial Education Foundation

    Chris Pedersen
    Financial Analyst & Writer, Merriman Financial Education Foundation



Investing has never been simpler. Target-date funds, index funds and robo-investing take most of the guesswork out of the investment process. As simple as investing has become, there is still a manageable handful of decisions that can mean millions of dollars of additional money to be spent or left to others. In this presentation, Paul Merriman and Chris Pedersen will address the two best buy and hold strategies they know, including 2 Funds for Life and the Ultimate Buy and Hold Strategy, as well as 12 million-dollar investment decisions.

Attend This Meeting and Learn...
Which equity asset classes you should own and how to select the best mutual funds or exchange-traded funds (ETFs) to buy in each category
How much you should have in stocks and bonds and how that should change over time
How one small change in your portfolio can double the money you spend and leave in retirement

  MEETING DETAILS
Date:
Saturday, May 9, 2020
Time:
9:00 a.m.    Program
11:00 a.m.    Q&A
Location:

This FREE WEBINAR will be live streamed to your computer or mobile device.

Payment:
FREE WEBINAR
 
In lieu of an in-person AAII San Diego Chapter meeting, Paul Merriman and Chris Pedersen have agreed to deliver the presentation via webinar on Saturday, May 9, beginning at 9:00 a.m. PDT. Please go to the link below to register for the webinar. We encourage you to log in 10 minutes prior to the meeting in case you need to download the Zoom app.
 
 
After registering, you will receive a confirmation email containing information about joining the meeting.

We ask that all attendees join the webinar with their microphones muted. We want everyone to be able to listen to the speaker’s presentation without interruption. The webinar organizer will mute all attendee microphones, please do not change that setting. We need your cooperation so everyone can listen and learn from this educational presentation. Anyone not wishing to be muted will be dismissed from the webinar. Thank you in advance for your cooperation.

 


  Special Interest Groups (SIGs)

Due to the coronavirus, all SIG meetings will be delivered via webinar or postponed to a future date.

Please refer to https://aaiisandiego.com/sub-groups for the latest information and updates. 

Risk Management
Rob Bernstein
rob@rgbcapitalgroup.com
858-367-5200

Option Trading
Ryan McKeon
rmckeon@sandiego.edu

Fundamentals of Investing
Steve Rawlinson
steverawlinson45@gmail.com

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