Paul A. Merriman’s Post

In this article I’m arming you with information and insights to successfully whip your investment portfolio into shape and secure your long-term financial future. https://lnkd.in/gr7hRiMJ #PaulMerriman #marketwatch #Soundinvesting #mutualfunds #investing #personalfinance #financialeducation #financialplanning #investments

In this article I’m arming you with information and insights to successfully whip your investment portfolio into shape and secure your long-term financial future. https://lnkd.in/gr7hRiMJ #investing #SP500 #financialplanning #PaulMerriman #marketwatch #Soundinvesting #mutualfunds #investing #personalfinance #financialeducation #financialplanning

In this article, the second installment of investor boot camp 2024, I’m going to show you the major long-term results you can get from what seem like tiny changes in your portfolio. https://lnkd.in/dsufbZyg #PaulMerriman #Soundinvesting #mutualfunds #investing #indexfunds #personalfinance #financialeducation #financialplanning #investments

Please check out my latest Alternative Allocations blog which highlights my recent interview with William Dillard, CFA, CAIA of Mercer. In the blog, we explore lessons learned from institutional investors. John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Stephen Dover Dave Donahoo, CFA Howard Margolis Matthew Brancato, AAMS ® Steve Uhen Daniil Shapiro, CFA Neil Blundell Matt Brown Alex Cavalieri Julia Giordano, RMA® Jennifer Ball Bill Duffy Craig Pfeiffer CAIA Association Investments & Wealth Institute Scott Welch, CIMA® George Szemere, CAIA Denis Tumbuelt #alternativeinvestments #privatemarkets #assetallocation

Head of Securities, Wendy Myers addresses common questions that young investors frequently ask when commencing their investment journeys, specifically focusing on considering an equity portfolio in your overall financial plan. Read the full article on COVER Publications: https://bit.ly/3xTdUxY

Investing wisdom from the greats can really reshape our financial journeys! One striking quote suggests that to thrive in investing, knowing your assets and the reasons behind your choices is key. How do you ensure your investments align with your understanding and values? Let’s discuss and share our insights! 🌟 Remember, we’re all on this path together, and every thought contributes to our growth! #Investing #FinancialLiteracy #GrowthMindset #WealthBuilding #Community https://lnkd.in/eTMrhAjd

This is a great summary of some of the considerations when building a portfolio, and why even a 'pure' passive portfolio requires some active decisions, quite apart from active managers still being able to add value. As ever, robust, impartial research and a clear-eyed appreciation of one's financial needs, should inform ultimate investment choices, rather than a limited or dogmatic view #investing #financialplanning #independence

A few tips on investing better- or really sticking with the boring basics If you want personalized help, insights or a review- our team is here for it! https://lnkd.in/g8ZayMPS

Investment fads might be risking your future As we navigate through the twists and turns of the market, we often see people chasing quick, big wins. I often reflect on our core investment philosophy at Multi-Asset Generation,we do things differently. Our goal is to build wealth that lasts for generations. We focus on keeping our investments safe and steady. Instead of trying to make a lot of money quickly, we aim for reliable growth, looking to grow our money by about 15-19% each year. This approach helps us avoid big risks and keeps our money growing steadily over time. This isn’t just playing it safe, it’s about being smart with our money. One more insights from my interview with Marcin Drozdz If you want to experience how we do things on our way, book a call now at https://lnkd.in/gxsay5rh #financialfreedom #passiveincome #multifamilyinvesting #generationalwealth #BEC2024

🌟 Exciting News for Aspiring Investors! 🌟 📈 Dive into the world of smart investments with my latest blog post on "Mastering Investment Strategies: Your Path to Financial Independence." Whether you're new to investing or looking to refine your portfolio, this comprehensive guide covers everything you need to know. 🔗 Read the full article here https://lnkd.in/dc2P--SG and start your journey to financial freedom: Mastering Investment Strategies: Your Path to Financial Independence From actionable tips to expert insights, this article is packed with valuable information to help you make informed financial decisions. Don't miss out on this opportunity to empower your financial future! 💼💰 #InvestmentStrategies #FinancialIndependence #PersonalFinance #InvestingTips #WealthManagement #FinancialLiteracy