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How To Rebalance Your Portfolio
How To Rebalance Your Portfolio

Paul Merriman, Chris Pedersen and Daryl Bahls each share his studies and comments about rebalancing a portfolio—how often, how much change before reb…

3 years, 6 months ago

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10 Life-Changing Lessons from The Merriman Financial Education Foundation
10 Life-Changing Lessons from The Merriman Financial Education Foundation

In this presentation to the Boston Bogleheads® Chapter (Sept. 12, 2022), Paul presents the “10 most important new lessons learned by The Merriman Fin…

3 years, 6 months ago

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The biggest challenge to successful investing
The biggest challenge to successful investing

Inspired by a conversation with George Sisti, Paul's good friend and trusted Truth Teller, Paul makes the case that successful investing is 99.9% def…

3 years, 7 months ago

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Is This The Worst Bear Market Ever?
Is This The Worst Bear Market Ever?

In this interview with Ken Roberts, host of Ken’s Bulls and Bears Report, a weekly radio show in Reno, NV, Paul addresses questions and more:

1. Shou…

3 years, 7 months ago

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The 7 Biggest Investment Decisions or Are You Leaving Millions on the Table?
The 7 Biggest Investment Decisions or Are You Leaving Millions on the Table?

Paul is interviewed by Jordon Grumet, MD., aka “Doc G,” personal finance expert, hospice doctor and host of the “Earn and Invest” podcast. They discu…

3 years, 7 months ago

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How do you manage investments during major declines?
How do you manage investments during major declines?

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…

3 years, 7 months ago

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Should you believe predictions of catastrophic future returns?
Should you believe predictions of catastrophic future returns?

In this podcast Paul invites listeners to an upcoming free event and addresses the following topics:

•  Jeremy Grantham and Harry Dent have made bold…

3 years, 8 months ago

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The most important investment decisions
The most important investment decisions

Enjoy this wide-ranging conversation between Rob Berger and Paul Merriman on Rob’s “Financial Freedom Show” (YouTube video channel) as they discuss t…

3 years, 8 months ago

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The Biggest Financial Mistakes Retirees Make
The Biggest Financial Mistakes Retirees Make

Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers:

· Ways…

3 years, 8 months ago

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This new tool helps you invest in specific funds
This new tool helps you invest in specific funds

This video and podcast introduces the "Sound Investing Portfolio Fixed Allocation Configurator.” This new tool helps investors figure out how to impl…

3 years, 8 months ago

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