How to build a great long-term portfolio
Channel: Paul Merriman
Date: 2022-04-13

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. (https://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: https://paulmerriman.com/fine-tuning-your-asset-allocation/  

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