Paul starts the podcast discussing the upcoming (July 13, 2024) presentation for AAII Puget Sound Chapter (9-10:30). Chris Pedersen and Paul will present, “2 Investment Decisions Guaranteed to Change Your Financial Future. ”Here is a link for more information and to sign up for this presentation.  Here is the link to sign up.

Today’s podcast is a discussion of the latest research from Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation. Paul believes these new tables are likely the best teaching tool he has found to give investors a realistic idea of the future sequence of returns. 

While Paul focuses on several of the 20 slides in the attachment, more of these will be discussed next week with Daryl and Chris.

Paul starts his discussion with his latest update of the Equity Asset Classes (1928-2023) table. 

He then explains why Daryl’s Quilt Charts are a better way for investors to understand the sequence of returns they are likely to experience.

Paul asks listeners to send him questions from the slide deck so they can be addressed in next week's podcast with Daryl and Chris.