Uploaded April 2022 | Updated September 2026, 2 weeks ago
How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at The Merriman Financial Education Foundation. Paul Merriman is joined by Daryl Bahls, Director of Analytics and Chris Pedersen, Director of Research to discuss their personal favorite portfolio, and suggested exposure to fixed income, for three different groups of investors — first time, pre-retirees and retirees. Chris also brings us up to date on changes in the Best-in-Class ETF recommendations. (paulmerriman.com/best-in-class-etf-recommendations)
Resource: See the Fine Tuning Tables, built to show 8 different combinations plus the S&P 500 as the benchmark: paulmerriman.com/fine-tuning-your-asset-allocation
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 broadcast, here are five ways to support the mission of our foundation:
1) For videos: Hit the thumbs up, subscribe, leave a comment, and share the link with your social media and friends. For podcasts: Leave a review on your player of choice.
2) Sign up for our twice-a-month newsletter at paulmerriman.com and join 30,000+ savvy investors who value free financial education, and receive a free pdf copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement. We ask that you share it with family and friends!
3) Use our M1 Finance affiliate link- m1finance.8bxp97.net/aXrzb to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee — at no cost to you — which helps support our financial education projects.
4) Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement - amzn.to/2KH36Kr and 2 Funds for Life: A quest for simple & effective investing strategies - amazon.com/dp/B09G47NZ6Z?ref_=pe_3052080_276849420, the profits from which help support our work.
5) Make a tax-deductible donation - paulmerriman.com/donate to the Foundation to support our mission of providing financial education to investors at all stages of life. Thank you!
How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at The Merriman Financial Education Foundation. Paul Merriman is joined by Daryl Bahls, Director of Analytics and Chris Pedersen, Director of Research to discuss their personal favorite portfolio, and suggested exposure to fixed income, for three different groups of investors — first time, pre-retirees and retirees. Chris also brings us up to date on changes in the Best-in-Class ETF recommendations. (paulmerriman.com/best-in-class-etf-recommendations)
Resource: See the Fine Tuning Tables, built to show 8 different combinations plus the S&P 500 as the benchmark: paulmerriman.com/fine-tuning-your-asset-allocation
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 broadcast, here are five ways to support the mission of our foundation:
1) For videos: Hit the thumbs up, subscribe, leave a comment, and share the link with your social media and friends. For podcasts: Leave a review on your player of choice.
2) Sign up for our twice-a-month newsletter at paulmerriman.com and join 30,000+ savvy investors who value free financial education, and receive a free pdf copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement. We ask that you share it with family and friends!
3) Use our M1 Finance affiliate link- m1finance.8bxp97.net/aXrzb to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee — at no cost to you — which helps support our financial education projects.
4) Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement - amzn.to/2KH36Kr and 2 Funds for Life: A quest for simple & effective investing strategies - amazon.com/dp/B09G47NZ6Z?ref_=pe_3052080_276849420, the profits from which help support our work.
5) Make a tax-deductible donation - paulmerriman.com/donate to the Foundation to support our mission of providing financial education to investors at all stages of life. Thank you!
