The Ultimate Buy & Hold Strategy

Presented by Paul Merriman ,

Merriman Foundation

Synopsis

In this AAII VES Class, Paul Merriman discusses a variety of long-term investing strategies, including coverage of his popular 4-Fund Strategy . This is a guest speaker segment with testing and credits.

Class Details

Duration:	48 Minutes
Credits:	2
Words of Wisdom:	Yes
Segment Inc. Bonus:	Free Book: We're Talking Millions
Topic:	Stock Investing, Wealth Building
Knowledge Level:	Novice
Appropriate For:	All Investors
Pre-Class Suggestions:
Class-Associated Tools:
EI Course Inclusion :	FlexiLearn

Additional Elements Included:

•Bonus Videos
•Class Discussion Forum
•Class Survey
•Key Terms and Definitions
•Learning Objectives
•Lesson Summary
•Preliminary Education Materials
•Presentation Slides (PDF)
•Resource Articles & Studies
•Speaker Bio / Contact Info
•Testing for Class Credits

About the Instructor

Paul Merriman

Areas of Expertise: asset class and fund selection, asset allocation, distributions, evidence-based investing, portfolio construction

Website: paulmerriman.com

Twitter Feed: @savvyinvestorPM

Books: “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” “Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind,” “Live It Up Without Outliving Your Money!: Getting the Most From Your Investments in Retirement,” “First Time Investor: Grow and Protect Your Money,” “101 Investment Decisions Guaranteed to Change Your Financial Future” and “Get Smart or Get Screwed: How to Select the Best and Get the Most Out of Your Financial Advisor” (the last three are available free as e-books at paulmerriman.com or through Amazon).

Topics Presented in Speeches: the ultimate buy-and-hold strategy, fine-tuning your asset allocation, how to maximize distributions without risk of running out of money, why investing has never been easier, why successful investing is 99.9% defense, how to turn $3,000 into $50 million

Email: paul@paulmerriman.com

Biography:
Paul Merriman is a contributing editor to the AAII Journal. He is the retired founder of Merriman Wealth Management and president of The Merriman Financial Education Foundation. He produces a weekly podcast and writes a regular column for MarketWatch.com on their Retirement page. He gives public workshops and has produced videos for CPAs as well as the public. He underwrites a course on personal investing for non-finance majors at his alma mater, Western Washington University, and they allow him to teach one class a quarter. He recently developed 70 portfolios for Motif Investing. His website has over 300 articles and podcasts on how to build and manage a portfolio of no-load mutual funds or ETFs. He offers free portfolio recommendations for Vanguard, Fidelity, Schwab, TD Ameritrade and T. Rowe Price mutual funds and exchange-traded funds (ETF).