Battling the Bear: Thriving in a Bear Market
Channel: Paul Merriman
Date: 2023-01-25

How will you thrive in a bear market? Paul Merriman joins Tom Cock, co-host of “Talking Real Money,” for this 90-minute live workshop on “How to Manage a Portfolio in a Bear Market,” jointly sponsored by The Merriman Financial Education Foundation and Apella Capital/Wealth. Includes Q&A from the audience. We suggest podcast listeners watch the video for accompanying slides. 
You will learn: 
•  Why you need true diversification 
•  How to avoid decade-long S&P 500 market crashes 
•  How to create & manage a long-term bond strategy 
•  How to create retirement income without expensive and confusing annuities 
•  The biggest risk to the investor 

Links:
Table B1– Fine Tuning Table: S&P 500 Equity Portfolio- https://paulmerriman.com/wp-content/uploads/2022/02/Fine-Tuning-Tables-50-50-2022-1.pdf
Table D1.4 – Fixed Distributions: S&P 500 Equity Portfolio (Conservative) https://paulmerriman.com/wp-content/uploads/2022/12/d1.4.pdf
Table D1.3 – Fixed Distributions: S&P 500 Equity Portfolio (Very Conservative) https://paulmerriman.com/wp-content/uploads/2023/01/Fixed-Distribution-Tables-50-50-2022.pdf
Get your free PDF and/or audio of We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement at: https://paulmerriman.com/signup

– Tom is regional director of Apella Capital: https://apellawealth.com/ 
– Talking Real Money: https://www.talkingrealmoney.com/
– The Merriman Financial Education Foundation: https://paulmerriman.com/the-merriman-financial-education-foundation/
– Paul’s website: https://paulmerriman.com/

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- https://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

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- https://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