Bridging the Gap with the Retail Investor
Presented by Paul Merriman
3:00 PM - 4:00 PMThu
Speakers
Paul Merriman
Author, Podcast Host, and Financial Educator
The Merriman Financial Education Foundation
Evidence-based investing continues to evolve. This presentation traces the history of diversification, from the index fund revolution to today’s factor-based “non-traditional” index funds. Advisors will learn the potential advantages, behavioral challenges, and best educational tools so they can help clients understand diversification, stay disciplined, and make better long-term investment decisions.