April 2020 Main Event

The Ultimate Buy and Hold Strategy Investing has never been simpler. Target date funds, index funds and robo-investing take most of the guesswork out of the investment process. As simple as investing has become, there are still a manageable handful of decisions that can mean millions of dollars of additional money to be spent or left to children and charities. In this presentation, Paul will address the two best buy and hold strategies he knows and his top 12 million-dollar decisions. He believes first-time investors, as well as retirees can use this advice so make this a family affair.
  • Which equity asset classes you should own and how to select the best funds or ETFs to buy in each category
  • How much you should have in stocks and bonds and how that should change over time
  • How one small change in your portfolio can double the money you spend and leave in retirement
Download Chris Pedersen's slides here. Download Paul Merriman's slides here.
Paul Merriman, Founder, Merriman Financial Education Foundation Paul Merriman is a nationally recognized expert on personal finance, mutual funds, index investing, buy-and-hold investment strategies and asset allocation. He is the founder of Merriman Inc., an investment advisory firm managing over $1.6 billion. Now retired, Merriman is dedicated to educating investors. He is the author of seven books, including “Financial Fitness Forever” (McGraw-Hill, 2011) and “Live It Up without Outliving Your Money” (Wiley, 2008). He is a regular columnist in the Retirementors section of Marketwatch.com and produces a weekly podcast at paulmerriman.com. Merriman’s website has articles on asset class selection, asset allocation, mutual fund selection and recommended mutual fund and exchange-traded fund (ETF) portfolios for Vanguard, Fidelity, Schwab and TD Ameritrade. In 2012, he launched the Merriman Financial Education Foundation.

How to Attend:

Pre-register on EventBrite:To attend by web:Please join our AAII Silicon Valley Meetup group to be notified of all upcoming events! Hope to see you at our next event!