Sound Investing

Calculating the future


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In this podcast you’ll learn about a free online presentation for high school students and parents, the introduction of The Merriman Financial Education Foundation Lifetime Investment Calculator to be released Aug. 18, and the implications of investing in individual stocks.

Paul begins with an invitation to an upcoming online presentation open to the public on August 16, 5-7 p.m. PT. What does the future hold for today’s high school students? Paul and Jeff Leinaweaver, a career exploration specialist, will deliver a two-hour on-line seminar on how Covid-19 is changing careers and education. They will discuss life-changing career decisions for the next generation, educational pursuits and financial options for now and in the future. Students and parents are encouraged to participate, as these decisions will impact the entire family. Sponsored by the Bainbridge Community Foundation. Register at:  https://tinyurl.com/k575wv29.  If you need help accessing the registration form, contact: [email protected]

He continues with next week's important release of the new Merriman Foundation Lifetime Investment Calculator produced for our foundation by Craig Appl. This interactive calculator allows investors at any stage in life to evaluate the likely future of their present portfolio vs. other solutions that might represent less risk and better returns.

Finally, Paul addresses the concerns of many investors who feel left out of the huge returns that have been generated by technology companies like Amazon, Microsoft, Netflix, Tesla and others. He examines the implications of building a portfolio of individual stocks that have produced these outsized returns and references the blogs of Ben Carlson ("A Wealth of Common Sense”). The following articles and graphs are mentioned in his podcast.

https://awealthofcommonsense.com/2021/08/simple-explanations-for-complex-topics/

https://awealthofcommonsense.com/2021/03/owning-the-best-stocks-is-hard/

https://awealthofcommonsense.com/2021/03/owning-individual-stocks-vs-owning-the-stock-market/

...more
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Sound InvestingBy Paul Merriman

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