Sound Investing

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What you should know about 2017 returns Jan 03, 2018

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DON’T LISTEN TO THIS PODCAST if you don’t like numbers. Many unexpected things happened in 2017. To understand them it’s important to look at the numbers. This discussion includes a comparison of large cap, small cap, growth, value, U.S. and international asset class returns. There is also a comparison of 1- and 15-year returns for Vanguard, DFA and …

What I think about Bitcoin and my 12 projects for 2018 Dec 27, 2017

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This podcast presents plans for 12 major projects for 2018 by The Merriman Financial Education Foundation. They include fund selection for self-directed 401k plans, new 401k plans, more studies on the long-term impact of saving to retirement, answering more of your questions, teaching more young people about sound investing and interviewing some of the industry’s most-qualified experts. Paul …

What to do about bonds? Dec 20, 2017

Show notes

What to do about bonds is probably the most common question I get from investors. In some ways it is the simplest of investment decisions but it can be made difficult due to emotional hurdles. In this podcast Paul reviews several past articles on bonds. Here are the links to those articles: “Why bonds are the most …

10 things you should know about small cap value Dec 13, 2017

Show notes

Small cap value continues to be an asset class that Paul recommends for all investors. Of course, for retired investors it may be a very small part as their position in equities is low. For first-time investors following Paul and Chris’ target date fund recommendations, the super-charged asset class may take up the entire portfolio. Most investors will …

8 Great Investment Questions and Answers Dec 06, 2017

Show notes

Following are Paul’s answers to some great investing questions. Sometimes he needs to ask a question before he can answer your question, so please include your phone number in your “Ask Paul” questions sent to info@paulmerriman.com Also, keep in mind that due to the number of emails received, Paul can only answer a portion of them, …

34 ways to get more out of your 401k Nov 29, 2017

Show notes

For more than 90% of working adults, the most important investment decision is how to invest their 401k, 457, 403b or IRA. Each of the 34 points in this podcast addresses a way that is likely to produce better returns. In this podcast Paul mentions several articles: How to Turn $3000 into $50 Million,

Is it time to get more conservative? And 9 more interesting questions… Nov 22, 2017

Show notes

On November 18, 2017, Paul spoke to 170 investors. Some were clients of Merriman Wealth Management and others followers of Paul’s online educational efforts. The following 10 questions were left to answer in a special podcast. 1. This bull market duration is unusually long. Is it time to get more conservative? 2. Is the next bear market imminent? …

12 Answers to Investor Questions Nov 15, 2017

Show notes

Paul answers 12 questions from his readers and listeners concerning REITS, bonds, gold, investment risks, portfolio management, asset class allocation and emerging markets: 1. Is it a good idea to own both U.S. and international REITs? 5:45 2. Should REIT percentages change if we buy real estate? 8:55 3. How much should we invest in bonds now? 10:40 4. …

Lessons learned at AAII Conference Nov 08, 2017

Show notes

The AAII (American Association of Individual Investors) Conference was a treasure trove of investment history and advice for amateur investors. In fact, Paul felt a lot of the information should be meaningful to professionals as well. Paul was impressed with the presentations from Meb Faber, Larry Swedroe, Dr. Craig Israelsen and Mark Hulbert. The one thing that all four experts agree on …

Introducing The Merriman Ultimate Target-Date Portfolios Nov 01, 2017

Show notes

Chris Pedersen joins Paul to talk about their latest research on getting better returns from Target-Date portfolios. The discussion includes the pros and cons of Target-Date Funds (TDFs), how to make the best use of TDFs, recommendations for D-I-Y investors at Vanguard, and the easy solutions they created at Motif for those following Paul’s work. To enable investors interested in exploring and/or implementing this …

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