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Live Webcast Replay

Beyond Buffet: Everything You Need to Know About Value Investing

Total Credits: 1 including 1 Finance - Technical

Average Rating:
   21
Categories:
Partner Produced
Speaker:
Paul A. Merriman
Course Levels:
Basic
Duration:
1 Hour
License:
Dates

Description

 Paul shares the latest research on how to combine value portfolios with other asset classes to produce low risk portfolios appropriate for both those saving toward retirement as well as those taking distributions in retirement.   Learn five important keys to selecting those value funds that are most likely to produce the best returns, including the names that Paul includes in his own portfolios. Learn how adding a single value fund can double the return of a Vanguard or Fidelity target date fund.

Basic Course Information

Learning Objectives

*Help CPAs understand how value funds are different from the more popular growth funds

*Which value fund type is really more risky

*How does their performance compare over over short (1 year), intermediate (15 years) and long term (40 years) periods 


Major Subjects

*The focus of this presentation is understanding 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


Course Materials

Beyond Buffet_Slides (0.15 MB) Available after Purchase
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) Available after Purchase

Speaker

Paul A. Merriman Related Seminars and Products

Paul A. Merriman is committed to educating people of all ages to get the most from their retirement investments. In 1983 he founded  Merriman Wealth Management, an investment advisory firm in Seattle, WA.  When he retired in 2012 he established the Merriman Financial Education Foundation.  He writes a weekly column on the Retirement page of MarketWatch.com, produces a weekly podcast on paulmerriman.com and underwrites an investment class at Western Washington University.  His books include “Financial Fitness Forever” and “Live It Up Without Outliving Your Money.”  He also has 3 free e-books that are available on his website.  “First time Investor: Grow and protect your money”: “101 investment decisions guaranteed to change your financial future” and “Get smart or get screwed: How to select the best and get the most out of your financial advisor.” 

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Anyone interested in value investing.


Original Recording Date

04/13/2017


Yellow Book

No


Course Developer

WSCPA


Date Added to Catalog

03/01/2017


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

5
4
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1

Overall:      4.8

Total Reviews: 21

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