Sound Investing

Latest Episodes:

20 things you should know about diversification Jul 17, 2019

Show notes

Before discussing diversification, which is always about risk management, Paul Merriman presents the returns of the Best-In Class ETF portfolio The goal of that portfolio was to recreate the DFA portfolio Paul holds in his own account. For the first half of 2019, the advantage goes to the B-I-C ETFs. Way to go Chris Pedersen! Regarding diversification, Paul …

Tax rates, presidents, record economic growth Jul 10, 2019

Show notes

Paul Merriman answers questions about a wide variety of investor concerns: profitable focus funds, using a pension as a substitute for bonds, moving DFA funds to Vanguard, the impact of higher taxes on the market, performance of major asset classes besides the S&P 500, defensive investment strategies for a bear market, popular sector funds, the impact of saving …

Making the best of your financial future Jul 03, 2019

Show notes

In this lively interview with Ken Roberts, of Ken’s Bulls and Bears, Paul and Ken discuss a range of important investor topics for every stage of life, including Millennials on “FIRE”, Best-in-Class ETFs, maximizing returns while minimizing risk, and retirement distributions. Comparing the use of fixed and variable distributions in retirement The FIRE movement (Financial Independence, Retire Early) How …

How is the stock market doing? (First half of 2019) Jun 26, 2019

Show notes

Why is it that what seems like a great year so far would have been fairly normal in past decades? 6:03 Paul discusses why it’s different now. He also looks at how poorly the experts have misjudged the bond market this year, and answers the following questions from his readers and listeners: Why should I invest …

Is the value premium dead? And 9 more answers to investors’ questions Jun 19, 2019

Show notes

These timely questions were posed by investors following Paul’s recent presentation to the AAII Los Angeles Chapter. The first question is the most often asked over the past year. See this table to compare the returns of some of the asset classes Paul discusses. 1. Is the value premium dead? 2:15 2. Should investors fear …

Flexible distributions in retirement: The ultimate strategy Jun 11, 2019

Show notes

Do you want to minimize your risk of running out of money in retirement, while maximizing your distributions? In this podcast, Paul compares the risks and returns of fixed and flexible distribution strategies using the S&P 500. He discusses why the flexible may be the greatest financial luxury one can have in retirement. To better understand …

Explaining the Ultimate Buy-and-Hold Portfolio Jun 05, 2019

Show notes

This recent interview with Jonathan and Brad of ChooseFi.com is both an excellent starting point for new investors and a refresher for seasoned investors as Paul discusses how to know who to trust, the role emotions play in making sound decisions and staying the course, the importance of diversification and choosing asset classes, and the pros and cons …

10 things you need to know about fixed distributions- 2019 update May 29, 2019

Show notes

For more than 15 years Paul has updated his discussion of fixed and variable distribution strategies. In this podcast he discusses the pros and cons of fixed distributions so investors understand: The importance of the data used to represent returns The huge differences between 3, 4, 5 and 6 percent distributions The importance of inflation Why 3% is …

Answers to 12 Questions from AAII investors May 22, 2019

Show notes

Paul addresses questions raised during his recent presentations to more than 200 AAII members in Madison and Milwaukee. Also, he recounts an exciting meeting with 2 young women (ages 13 and 15) and their parents who announced the start of their daughters’ lifetime investment journey modeled after How To Turn $3000 Into $50 …

Performance: What should you plan on for the future? May 14, 2019

Show notes

Whether you are saving for retirement or already retired, establishing a reasonable expectation for future returns is one of the most difficult planning decisions. What can investors learn from the past? Are the next 10 years likely to be similar to the last 10, 20, 50 or 80 years? Can we count on the value and …

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected