Uploaded October 2022 | Updated September 2026, 2 weeks ago
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 celebrating its 10-year anniversary of helping the DIY investor make sound investment decisions for a lifetime and become the best advisor to the most important investor on earth…you! Paul also gives an overview of the 12-million-dollar decisions covered in his book, We’re Talking Millions: 12 Simple Ways to Supercharge Your Retirement.
Stay tuned to about 1:20 for some great questions:
• Does Total Market Index or S&P 500 approximate your 4-Fund approach and which has better returns?
• Are there target date funds that approximate the 4-funds in the equity portion?
• How do you approach international funds in the 4-fund approach?
• What is it about small-cap value companies that gives a premium?
• Can you define ‘value’?
• Is there an advantage to the 4-fund strategy if you’re retired, with a 15-year horizon?
• Which of your Best-in-Class ETF recommendations should I follow?
• Regarding equities and taxable accounts versus tax-advantage accounts, do you mirror the 4-fund across both types accounts and will I have a large tax liability in the taxable account?
Watch the slideshow- paulmerriman.com/wp-content/uploads/2022/10/10-lessons-from-10-years-Bogleheads-Presentation-pdf-2.pdf
About The John C. Bogle Center for Financial Literacy
(boglecenter.net/):
It is a non-profit organization dedicated to improving financial literacy. 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. Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
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.
Disclaimer-
This information is intended to be used and must be used for information purposes only.
We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.
It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present.
Sign up for our bi-weekly newsletter and get our free pdf books- paulmerriman.com/signup
We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
2-Funds for Life: a quest for simple and effective investing strategies
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 celebrating its 10-year anniversary of helping the DIY investor make sound investment decisions for a lifetime and become the best advisor to the most important investor on earth…you! Paul also gives an overview of the 12-million-dollar decisions covered in his book, We’re Talking Millions: 12 Simple Ways to Supercharge Your Retirement.
Stay tuned to about 1:20 for some great questions:
• Does Total Market Index or S&P 500 approximate your 4-Fund approach and which has better returns?
• Are there target date funds that approximate the 4-funds in the equity portion?
• How do you approach international funds in the 4-fund approach?
• What is it about small-cap value companies that gives a premium?
• Can you define ‘value’?
• Is there an advantage to the 4-fund strategy if you’re retired, with a 15-year horizon?
• Which of your Best-in-Class ETF recommendations should I follow?
• Regarding equities and taxable accounts versus tax-advantage accounts, do you mirror the 4-fund across both types accounts and will I have a large tax liability in the taxable account?
Watch the slideshow- paulmerriman.com/wp-content/uploads/2022/10/10-lessons-from-10-years-Bogleheads-Presentation-pdf-2.pdf
About The John C. Bogle Center for Financial Literacy
(boglecenter.net/):
It is a non-profit organization dedicated to improving financial literacy. 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. Bogleheads® is a registered trademark of the John C. Bogle Center for Financial Literacy.
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.
Disclaimer-
This information is intended to be used and must be used for information purposes only.
We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.
It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present.
Sign up for our bi-weekly newsletter and get our free pdf books- paulmerriman.com/signup
We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
2-Funds for Life: a quest for simple and effective investing strategies
