Better than Wellesley and Wellington? and 19 other questions
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Description
On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors. At the end of his 2 hour presentation there were many unanswered questions. Our last podcast and video addressed 16 of those questions. In this podcast Paul responds to 20 more of the AAII questions. 1. How do you feel about […] The post Better than Wellesley and Wellington? and 19 other questions first appeared on Paul Merriman. The post Better than Wellesley and Wellington? and 19 other questions appeared first on Paul Merriman.
More Episodes
Paul opens with information on the Oct. 11 AAII presentation. Here is the link to sign up. There was a time when Paul was very critical about target date funds. But important circumstances made him more accepting of the important value of target date funds. He discusses why he changed his...
Published 09/27/23
Published 09/27/23
Watch the video here. Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages. 1: I hold a REIT fund in my tax deferred account but have found other funds include REITS. Am I overweighted in REITS and what should I do about it? 2: Are all total market index […]...
Published 09/13/23
