Paul Merriman: Boost Returns, Not Risk

Paul Merriman: Boost Returns, Not Risk

Summary:

For the last 60 years investing has gone from favoring Wall Street over the investor’s best interest to favoring the investor over Wall Street. Investors are now well served with broader diversification, lower fees, lower taxes,, greater liquidity and more sources of dependable information. Even though the investor is well served, there are some decisions that need more investigation that could lead to better units of return per unit of risk. In this presentation Paul will discuss five topics that should help investors make better decisions now and in the future.

What you will learn:

● The pros and cons of traditional and non-traditional index funds

● Three ways adding small cap value should improve your portfolio

● Paul’s nominations for the best 2, 3, 4 and 5 fund portfolios

ABOUT THE PRESENTER

Paul Merriman -- In 2012 Paul created The Merriman Financial Education Foundation. His Foundation is dedicated to providing do-it-yourself investors of all ages with free information and tools to make better investment decisions. Paul is the author of eight books, including “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement;” He writes a regular column for MarketWatch and produces a multi-award-winning weekly podcast, “Sound Investing.” He is the 2021 recipient of the American Association of Individual Investors James Cloonan Award for Excellence in Investment Education. At his website (paulmerriman.com) he provides an abundance of free books and over 700 podcasts, videos and articles.

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Location:

This WEBINAR will be live streamed to your computer or mobile device using Zoom. The link for the WEBINAR will be available to all those registered in Eventbrite. Click on Tickets in the upper right of your screen, select this WEBINAR and then click on View Links.

Please note that you will need the Zoom App on your computer, tablet or phone. Click the following link to ensure you have Zoom set up before the meeting starts: http://zoom.us/test

In addition, we will send the meeting link out via email 3 days before the meeting and 2 hours before the meeting.

8:45 a.m. — Link Live

9:00 a.m. — Presentation begins

11:00 a.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Refunds: Contact us at least 24 hours before the event begins, and you will receive a full refund.