Uploaded January 2021 | Updated September 2026, 2 weeks ago
Paul Merriman, founder and president of The Merriman Financial Education Foundation paulmerriman.com/the-merriman-financial-education-foundation/, Chris Pedersen, director of research, and Daryl Bahls, director of analytics, discuss the 2021 Best-in-Class ETFs paulmerriman.com/best-in-class-etfs-for-the-ultimate-buy-and-hold-2021 Paul starts the discussion with a short history of his commitment to providing mutual fund recommendations paulmerriman.com/mutual-funds He makes it clear that they are not CFPs, CFAs or registered investment advisors, and he notes that selecting the “best" ETFs has its limitations and is not a science. Chris then discusses the steps he takes to identify the final choice in each equity asset class, and why he chose several new ETFs, including his expectation for additional return.
Chris, Daryl and Paul answer related questions including:
• Should I immediately switch old positions into the new recommendations?
• Should I hold the old positions and start a new portfolio at M1 Finance? paulmerriman.com/m1-finance
• Having started an account for a one-year-old child with a small-cap value fund, should I buy more small-cap value or put the next investment into another asset class? paulmerriman.com/all-about-small-cap-value
• Why are you suggesting ETFs with higher expenses?
• Why have you eliminated the more risky emerging markets ETFs?
To see the Powerpoint slides, click here- paulmerriman.com/wp-content/uploads/2021/01/2020-BIC-ETFs-Podcast.pdf
To listen to the podcast click here- paulmerriman.com/best-in-class-etfs-2021-explained
This video is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this video, here are four ways to support these videos and our foundation:
1) Hit the thumbs up, subscribe and share the link with your social media and friends.
2) Sign up for our biweekly newsletter at PaulMerriman.com
3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you. m1finance.8bxp97.net/aXrzb
4) Consider making a tax-deductible donation to the Foundation (paulmerriman.com/donate/) to support our mission to provide financial education to investors. Thank you!
Paul Merriman, founder and president of The Merriman Financial Education Foundation paulmerriman.com/the-merriman-financial-education-foundation/, Chris Pedersen, director of research, and Daryl Bahls, director of analytics, discuss the 2021 Best-in-Class ETFs paulmerriman.com/best-in-class-etfs-for-the-ultimate-buy-and-hold-2021 Paul starts the discussion with a short history of his commitment to providing mutual fund recommendations paulmerriman.com/mutual-funds He makes it clear that they are not CFPs, CFAs or registered investment advisors, and he notes that selecting the “best" ETFs has its limitations and is not a science. Chris then discusses the steps he takes to identify the final choice in each equity asset class, and why he chose several new ETFs, including his expectation for additional return.
Chris, Daryl and Paul answer related questions including:
• Should I immediately switch old positions into the new recommendations?
• Should I hold the old positions and start a new portfolio at M1 Finance? paulmerriman.com/m1-finance
• Having started an account for a one-year-old child with a small-cap value fund, should I buy more small-cap value or put the next investment into another asset class? paulmerriman.com/all-about-small-cap-value
• Why are you suggesting ETFs with higher expenses?
• Why have you eliminated the more risky emerging markets ETFs?
To see the Powerpoint slides, click here- paulmerriman.com/wp-content/uploads/2021/01/2020-BIC-ETFs-Podcast.pdf
To listen to the podcast click here- paulmerriman.com/best-in-class-etfs-2021-explained
This video is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this video, here are four ways to support these videos and our foundation:
1) Hit the thumbs up, subscribe and share the link with your social media and friends.
2) Sign up for our biweekly newsletter at PaulMerriman.com
3) Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you. m1finance.8bxp97.net/aXrzb
4) Consider making a tax-deductible donation to the Foundation (paulmerriman.com/donate/) to support our mission to provide financial education to investors. Thank you!
