Better than Wellesley and Wellington? and 19 other questions
On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors. At the end of his 2 hour presentation there were many unanswered questions. Our last podcast and video addressed 16 of those questions.
In this podcast Paul responds to 20 more of the AAII questions.
1. How do you feel about using a balanced fund such as Vanguard Wellington in retirement?
01:44
2. I subscribe to your mantra of index funds, keep costs low, buy and hold etc, Is Merriman Wealth Management your company as well? I ask because that company espouses buy and hold…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.