Sound Investing

Latest Episodes:

What successful investors know about performance in risky times Feb 27, 2019

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What information is really meaningful to be a successful investor, especially in light of conflicting, enticing and scary reports? In this podcast, Paul asks and explores the questions: Will a list of 10 likely catastrophic events be enough to keep you out of the market? Will a newsletter, produced by an ethical organization, likely give …

Paul’s best investment advice for first time investors Feb 19, 2019

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In this special podcast, Paul discusses his list of “A Dozen Million-Dollar Decisions.” This advice for college students was recorded this week for students at Western Washington University, Paul’s alma mater and where The Merriman Financial Education Foundation funds the development and presentation of Personal Investing 216, an accredited course since 2014. …

The Most Important Investment Decision of Your Life Feb 13, 2019

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Or… Are you missing out on millions of dollars for your retirement? After deciding to save and invest, the most important investment decision of your life, in Paul’s opinion, is what this podcast addresses. Of the Millennials investing in 401k plans, nearly 25% are refusing to take the risk of investing in stocks (equities) and are …

8 Q&A, from upcoming events and Millennial spending to investor recommendations Feb 06, 2019

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Paul addresses an array of topics and questions, including this year’s plans for the Merriman Financial Education Foundation, Millennial spending habits, best and worst of times in 10-year periods for the S&P 500 and small-cap value, market timing, and recommendations regarding risk assessment, 401k’s, index funds and owning small-cap-value funds in retirement. 1. What are the 2019 …

Advice for new, mid-career and retired investors: 8 Q&A’s Jan 30, 2019

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Paul answers recent questions from readers and listeners: 9:29 1. A young investor asks me to explain, how does compound interest work? I referenced this article: Save $1,000 a year. Retire with millions 19:41 2. Do you expect index funds to keep outperforming actively managed funds? 25:35 3. Most of your articles are focused on accumulators. …

How John Bogle changed my life… and yours too! Jan 22, 2019

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With the passing of 89-year-old John Bogle, many writers who have covered Bogle’s work wrote thoughtfully about his life and the impact as the creator of the first index mutual fund. For 10 years, Tom Cock, Don McDonald and I interviewed him annually on our “Sound Investing” radio show on KVI in Seattle Washington. It …

What do you know about the past and future returns of your investments? Jan 16, 2019

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Paul analyzes the 20-year returns of 10 major equity- and fixed-income asset classes. What do we have to learn? Returns can be totally unexpected but the relationship between asset classes remain the same as they have for almost 90 years. The table below allows investors to examine the year-by-year returns of large and small U.S. equity …

Is it time to make changes to your portfolio? And 9 other Q&A’s. Jan 09, 2019

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1.Vanguard founder Jack Bogle says it’s time to play it safe. Should we be making changes to our portfolios or stay the course? :40 2. Did active managers beat passive funds in the recent selloff? 15:15 3. What are the relative risks and returns of the S&P 500 and small cap value index? 26:33 4. …

Paul Merriman’s 2018 in Review Jan 02, 2019

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Not all of the numbers are in, but enough are to discuss the returns of 2018. Of course a single year is not indicative of much, but it is often a test of our commitment to Buy-and-Hold. In this podcast, Paul reviews the numbers for his favorite equity asset classes (big, small, value, growth, REITs, …

How far will the market fall? and 6 more Q&A Dec 26, 2018

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Paul answers some recent questions from readers and listeners. How far is the market likely to fall? How has your market timing system worked in this market decline? Which is the better Vanguard large cap ETF: VTV or VONV? Jeffrey Gundlach says investors shouldn’t invest in index funds because they are hurting investing behavior. His …

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