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Paul shares the latest research on how to combine value portfolios with other asset classes to produce low-risk portfolios for those saving toward retirement as well as those taking distributions in retirement. Understand why value stocks have produced the highest long-term returns and how to build a productive portfolio of value stocks using value mutual funds and ETFs. Learn five important keys to selecting value funds most likely to produce the best returns, including the names that Paul includes in his own portfolios. See how adding a single value fund can double the return of a Vanguard or Fidelity target date fund. This presentation was created for the Washington Society of Certified Public Accountants for their members’ continuing education and credit requirements. It is made available for free here and at Paul’s YouTube channel by The Merriman Financial Education Foundation.
This 2.5 hour video, produced by the Washington Society of Certified Public Accountants, is now available FREE to Paul’s readers and listeners. Created for CPAs to receive Continuing Professional Education (CPE) credits, the intent of the video is to empower them to better educate their themselves and their clients; as I hope it will be for you and your loved ones. For those who might be watching with a smaller screen or smartphone click here for the powerpoint presentation and audio only.
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