Sound Investing

Latest Episodes:

The biggest risk of all for investors plus 12 Q&A’s May 08, 2019

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Do you know that only 31% of Americans believe they will have enough money to enjoy a comfortable life in retirement? Or how about this: 60% of Millennials report having made an emotional decision they later regretted to sell in a 401k plan? This sort of emotional decision can be the very thing keeping people from having the money they …

Why investing has never been easier or more profitable May 01, 2019

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Investing has never been easier or more likely to help investors achieve their long-term returns. When I started investing, most of an investor’s gains were lost to high loads to buy funds, high expenses to manage funds, high expenses to trade stocks, and the belief that smart people could beat the market. Of course, beside …

Top 10 Truth Tellers: George Sisti Apr 24, 2019

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Over the next nine months Paul plans to introduce podcast listeners to the work of his “Top 10 Truth Tellers.” These are writers and/or podcasters who produce educational materials that Paul believes will help investors improve their long-term results. In this first of 10 introductions, Paul reads an article and “in the news” items that hopefully …

Q&A for DIY and Professionally-Advised Investors Apr 17, 2019

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In this podcast, Paul addresses these questions from his listeners and readers. As investors age, how do they make the conversion from equities to fixed income? How does a saver make the transition to being a spender? Where can I find a professional, who bills by the hour, to help me evaluate my cost of living …

How realistic are your expectations for future returns? Apr 10, 2019

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One of the biggest challenges for investors is developing reasonable expectations for future returns. Do you expect hot markets to continue to produce market-beating returns? Do you expect big bear markets to continue to rob investors of their life savings? If so, you are likely setting yourself up for disappointment. In this podcast Paul looks …

What every investor should learn from the Fine-Tuning Tables Apr 02, 2019

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Along with this year’s updated Fine Tuning Your Asset Allocation article and updated Fine Tuning Your Asset Allocation Table for the S&P 500, Paul shares this “best lessons” podcast. He walks investors through the best and worst of returns, along with the corresponding worst losses over 6 different time frames. The case is clear: one decade does …

Is it time for Bitcoin, value and small caps to be the big winners? Mar 27, 2019

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Just because an investment doesn’t work out as well as expected does not mean the investment decision was a mistake. In this podcast Paul discusses the recent failure of evidence-based investing. He questions the assumptions investors make about investments that have been successful over both short and long-term periods. His comments are in response to …

10 more things you need to know about the Ultimate Buy and Hold Strategy Mar 20, 2019

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The annual Ultimate Buy-and-Hold Strategy article and podcast are among the most important pieces Paul and Rich produce (with a lot of help from Daryl Bahls in creating the updated tables). This podcast addresses topics not covered in the Marketwatch article. Paul answers such questions as: Are returns reasonable? What is the impact of annual and monthly rebalancing? …

Are you better off investing in bonds or stocks paying dividends? Mar 13, 2019

Show notes

1. If I need income from my investments, am I better off investing in stocks paying a good dividend rather than bonds? 1:45 2. Is a 60% stocks/40% bonds balanced fund better than a target date fund? 11:35 3. How does VBIAX (Vanguard Balanced Fund) compare to the 2 …

Best-in-Class ETF Portfolio Recommendations: 2019 Update Mar 06, 2019

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In this special podcast Paul interviews Chris Pedersen about the 2019 changes to the Best-In-Class ETF Portfolio recommendations. This will be helpful to those who want to understand the details of how Chris made the decisions to select the best in each asset class, changing many from the previous year. The discussion includes comparing the …

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