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Paul Merriman
Sound InvestingEpisodes
Paul Merriman
Sound Investing
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Episodes of Sound Investing
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Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" .In this discussion Chris covers the history of the development of this popular portfolio, as well as his new table that covers the expected returns for all of
I interviewed Stan Haithcock, the expert I depend on when I have questions about annuities. We will dig into single premium life annuities (SPIA), multiple-year guaranteed annuities (MYGA) and other insurance products that are often over sold a
Join Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar, for answers to seven of the biggest questions facing those entering or in retirement.Financial literacy is empowering—yet good, practical education about
Today, we bring you an exclusive conversation between two investment gurus, JL Collins and Paul Merriman. They debate the secrets of building wealth, focusing on investment strategies, index funds, and the potential power of small-cap companies
So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.Chris Pedersen describes the attributes that make an ETF or mu
Chris Pedersen shows how to automate investing with simple 2-fund portfolios. He discusses how target-date funds work and how to combine them with small-cap value funds to achieve results similar to more complicated portfolios. He highlights
In this podcast Paul addresses the advantage of using a Flexible Distribution strategy. He starts by mentioning the earlier podcasts that focused on the Sound Investing Portfolios, Fine Tuning Your Asset Allocation Tables and Fixed Distributio
The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.What asset allocation between equities and fixed income?What combination of equity asset classes in the equity portion, a
In segment #5 of the 2024 Book Camp Series Paul applies all of the first 4 segments lessons to putting the portfolios to work by making a regular monthly investment into several of the Sound Investing Portfolios. For those coming to the series
In the previous three podcasts we have addressed the long term decision between investing in stocks vs. bonds, what equity asset classes you might use in building your equity portfolio and how to combine the different equity asset classes to bu
In this podcast Paul addresses the construction, returns and risks of the Sound Investing Portfolios. Table H1a lists the 9 Sound Investing Portfolios and includes percentages of each of the asset classes included in each portfolio.Table H2a
Paul recommends new listeners listen to the previous podcast on Equities vs. Bonds prior to this podcast. The purpose of this annual update is to remind investors of the power of equity asset class diversification. Paul makes the case for t
This podcast is the first in the series of 8 to 10 podcasts, videos and articles that will be found under Bootcamp and Best advice.In this podcast Paul discusses the biggest investment decision of an investor's lifetime: Invest in stocks or b
Join Paul and Chris for this podcast/video they recorded. During the conversation Paul mentions Chris’ free copy of “2 Funds for Life” and a fascinating interview with Professor Scott Cederburg on Rational Reminder. Cederburg is an advocate
Paul looks at the guaranteed advantages of 10 different investment decisions. He also challenges one of the oldest claims about our expectations for returns. During the presentation he discusses the important differences between investment s
In the process of looking for a document I came across a group of questions that had been hidden away in my saved documents. The good news is the list included some great questions. The bad news is I'm not sure which presentation generated
In this podcast Paul discusses ten million dollar mistakes investors make, along with the mistake that is the biggest reason he believes most investors fail to achieve the return they deserve. As part of his presentation he references the foll
In this podcast Paul discusses ten million dollar mistakes investors make, along with the mistake that is the biggest reason he believes most investors fail to achieve the return they deserve. As part of his presentation he references the foll
Paul, Chris, and Daryl are back together for the first time in 2024. The podcast starts with Chris demonstrating a new and improved Portfolio Configurator, which adds the 2 Funds for Life portfolios. Now, investors can see how the equity porti
Trust is the key for most investors to stay the course for the long term. I formed a lasting trust in the academic work of Drs. Fama and French when I attended a 2 or 3 day workshop at Dimensional Fund Advisors in 1994. That trust led our fir
In this podcast Paul starts by recommending, “Episode 285: A Year In Review" a podcast/video.In Paul’s review of 2023 returns he compares Chris’ Best In Class ETF recommendations with similar Vanguard ETFs and the average return in each equit
In the last podcast of the year Paul discusses the many important projects Chris Pedersen, Daryl Bahls and he will explore in 2024.He then addresses a question from a listener: Why not all equities forever? The question is the focus of a won
Paul Merriman and Chris Pedersen introduce the 2 Funds for Life Fine Tuning table and describe how it can be used by investors of all ages to evaluate various combinations of target-date and small-cap value funds. Historically, these combinat
Paul wishes to warn podcast listeners that this podcast contains a lot of important numbers from the following 4 tables. The torrent of numbers can be irritating but these are some of the most important aspects of risk and return we should kno
The biggest challenge of educating first time investors is reaching them with our educational materials. One of the best ways to reach young investors is through young podcasters who have loyal audiences of these first time investors. Jose and
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