Iwant to thank you all the work you and your foundation do.I love how everythingis data driven with statistics.As an engineer, it makes more sense to me when I see numbers and stats to back up yo

The first part of this broadcast describes the investment strategy Paul and his wife are giving to their latest grandchild. After Paul describes the strategy, Daryl Bahls, Director of Analytics for

I love the podcasts, the site, and all of the helpful research that you share.  Thank you for being a candid, trusted resource.  Will C. In This Edition Good News to Share20 Minutes

Iwant to thank you all the work you and your foundation do.I love how everythingis data driven with statistics.As an engineer, it makes more sense to me when I see numbers and stats to back up yo

The focus of most of the work we do atThe Merriman Financial Education Foundationis to help investors put together portfolios that we believe will produce higher rates of return per unit of risk. In

Paul Merriman, Chris Pedersen and Daryl Bahls each share hisstudies and comments about rebalancing a portfoliohow often, how much change before rebalancing, and when does it make sense not to rebala

Thank you for all that youve done throughout your career. I appreciate your integrity and have made countless referrals. Best to you and the great team youve assembled. Pete S. In This Edition

In this presentation to the Boston Bogleheads Chapter (Sept. 12, 2022), Paul presents the 10 most important new lessons learned by The Merriman Financial Education Foundation. The foundation is cel

I am retired now and living through turbulent markets without losing sleep at night. Youve taught me the importance of having a plan and sticking to it through bad times. It helps that we can live o

Tune in Sept. 17 at noon (eastern time) for a Zoom presentation and Q&A on The 10 most important new lessons of the past 10 years, as Paul Merriman addresses the Boston Bogleheads Chapter.See i