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Paul Merriman
Paul Merriman
A weekly podcast featuring Paul Merriman
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Paul opens with information on the Oct. 11 AAII presentation. Here is the link to sign up. There was a time when Paul was very critical about target date funds. But important circumstances made him more accepting of the important value of t
Watch the video here. Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages. 1: I hold a REIT fund in my tax deferred account but have found other funds include REITS. Am I overweighted in REITS and what shou
Dear Friends, If you are a young investor or if you trying to help a young investor, I think you will find the following calculator helpful. The calculator was created by Nick Maggiulli, C.E.O for Ritholtz Wealth Management. He runs a wonderfu
The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST. Paul will make a one hour presentation on “The Case for Small Cap Value: The Good, the Bad and the Ugly.” This presentation will include some inte
The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST. Paul will make a one hour presentation on “The Case for Small Cap Value: The Good, the Bad and the Ugly.” This presentation will include some inte
The podcast opens with Paul reading and discussing Ben Carlson’s recent article on the collapse of bonds, “Everything & Everyone Underperforms Eventually.” Paul references a table of returns that compares Short, Intermediate and Long Te
On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors. At the end of his 2 hour presentation there were many unanswered questions. Our last podcast and video addressed 16 of
Dear Friends, On Saturday morning July 22, 2023 Chris Pedersen, our Director of Research, gave a free 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII). Over 1400 people signed u
On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII). The title was “Best In Class Fund Selection and Behavior.” Over 650 people attended the
Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, paying higher expenses, paying more taxes, being less diversified, and sitting on too much cash, so-called experts encourage i
Paul announces Chris Pedersen’s upcoming AAII presentation on Saturday, July 22. The 2 hour Zoom presentation will begin at 8:45 a.m. Chris will discuss how portfolio asset allocation, fund selection and investor behavior impact the returns w
On this week’s podcast Paul addressed a couple of very important questions: 1. Is there really such a thing as a buy and hold investor? 2. What can an investor do to improve their chances of staying the course through all market cycles? 3. Ma
While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between being a do it yourself investor vs. hiring a professional advisor is much more impactful
While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between being a do it yourself investor vs. hiring a professional advisor is much more impactfu
There is no question AI is a hot topic. I have watched “end of the world” interviews with people who know a lot more than I do about AI. In a recent poll, noted in The New Yorker, half of A.I. scientists agreed that there was at least a ten-p
Paul starts the podcast encouraging listeners to check out the latest video where Chris, Daryl and Paul answer questions from readers, listeners and viewers regarding the article, podcast and video about the Sound Investing Portfolios 2023
Dear Friends, A couple weeks ago, we sent out a podcast that we recorded several years ago. It has been by far the most popular podcast over the last 10+ years. Over 980,000 listeners have opened, and hopefully listened to the podcast entitled
Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western Washington University (WWU). The Merriman Financial Education Foundation, WWU, and Paul personally, are working together
Paul discusses ways a parent or grandparent might explain 2 Funds for Life to a young adult. In the discussion Paul suggests using the following tables to make a handful of important decisions. Tables 1-4 from his Follow the Math comments- Ta
If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement. In this presentation Paul compares the difference in returns and risk between the fixed an
If a retired investor has the ability to use a flexible distribution strategy it will likely produce one of the best financial outcomes in retirement. In this presentation Paul compares the difference in returns and risk between the fixed an
This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed Distribution Strategy of 3, 4, 5 and 6 percent plus annual increases for inflation. One se
This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. The presentation uses the following tables: Table C1 – Fixed Contributions: S&P 500 Equity Portfolio Table C14 – Fi
This podcast is the third in a series of seven podcasts that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind. It will be beneficial to listen to The Ulti
In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of tables for portfolios built with all U.S. equity asset classes as well as worldwide p
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