Paul Merriman (paulmerriman.c...) is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendations for mutual funds, ETFs, 401(k) plans and more, at his website.
Our discussion centers on Paul's investment strategies, including his popular "Ultimate Buy-and-Hold Portfolio" and newer "2 Funds for Life” strategy that he created with Chris Pedersen.
Hosted by Rick Ferri, CFA (rickferri.com/), a long-time Boglehead and investment adviser. Recorded on February 1, 2020.
This podcast is supported by the John C. Bogle Center for Financial Literacy (boglecenter.net/), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation (boglecenter.ne...) to the Bogle Center is appreciated.
Transcripts are available on the Bogle Center website: boglecenter.ne...
The Center’s mission is to expand the legacy of John C. Bogle, the founder of Vanguard, by promoting the principles of successful investing and financial well-being through education and community.
The Center envisions a world of well-informed, capable, and empowered investors.
Community outreach is achieved through the Bogleheads forum, wiki, and blog, as well as in-person and virtual Bogleheads chapters worldwide.
Bogleheads.org:
Bogleheads Website Home Page: www.bogleheads...
Bogleheads Forum: www.bogleheads...
Bogleheads Wiki: www.bogleheads...
Bogleheads Blog: www.bogleheads...
Investors can get started here: www.bogleheads...
Social media:
Bogleheads on Facebook: / bogleheads
Bogleheads on Twitter: / bogleheads
Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
6 сен 2021
