The Lifelong Process of Financial Education
Paul Merriman Podcast
by Margaret Baxley
6M ago
How Can Mindfulness Help You Reach Financial Independence? Do you want to reduce money anxiety, but don’t know who to trust? Would you like to learn how to set up and manage your own retirement plan? Do you want to know how we create a passive income stream you can’t outlive? If yes, join us and learn how to answer the 4 critical financial independence questions: Am I on track for financial independence? What do I need to do to get on track? How do I design a mindful investing portfolio? How do I manage that portfolio and my income over time through changing markets? Learn more: ⁠https ..read more
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Pros and cons of target date funds and Ken Fisher’s advice
Paul Merriman Podcast
by Margaret Baxley
6M ago
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 target date funds.  He discusses why he changed his mind but explains why he still thinks you should build the glide path on your own. He also responds to Ken Fisher’s comments about the small cap and large cap historical returns. In the discussion Paul recommends listeners take a look at the ⁠quilt charts⁠ that show ..read more
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Paul and Tom on Talking Real Money
Paul Merriman Podcast
by Margaret Baxley
6M ago
 Tom Cock and Don McDonald record a daily podcast ⁠Talking Real Money⁠ and a 2 hour radio show on ⁠KNWN⁠ (previously KOMO) each Saturday afternoon from 12 to 2.  Last Saturday Don was taking a day off and Tom asked me to join him.  While I was in their studio I asked Tom to join me for a discussion about the challenges of educating  investors as well as giving some advice to  those interested in building a career as a financial advisor.  Here are a few of the topics we discussed: How to teach investors to develop realistic expectations for ..read more
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Easy choices: Good Outcome. Hard choices: Great Outcome!
Paul Merriman Podcast
by Margaret Baxley
6M ago
Dear Friends, Sorry for the long newsletter this week but we weren’t able to get a letter out last week. I have no idea how many of you are following the work of our Truth Tellers but I have decided to make an effort to share links to their work that I think will be of interest to many of our readers.  Plus, in an effort to keep the length of the newsletter shorter we have decided to go to a weekly publication. Your feedback is always appreciated.  Best to reach me at paul@paulmerriman.com.  As your questions and comments often call for a brief conversation, I always ..read more
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Another Chris Pedersen Masterpiece
Paul Merriman Podcast
by Margaret Baxley
6M ago
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 up and 650 showed up.  That is a record for signups as well as attendees for one of our AAII presentations. We know as soon as the archived presentation is available most of the no shows will want to watch it.  It can take up to a month for AAII to edit the video.  We will send you the link as soon as w ..read more
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Looking Back to Look Forward
Paul Merriman Podcast
by Margaret Baxley
7M ago
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 wonderful website for data driven investors.  His Dollars and Data website is a perfect companion to fellow Rithhotz educator Ben Carlson.     Nick used data from Robert Shiller’s website that tracks an S&P 500 like index from 1871 to the present.  What I like about ..read more
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Expected future returns, difference in total market returns, lessons from 1928 to 2023 risk and return and more
Paul Merriman Podcast
by Margaret Baxley
7M ago
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 should I do about it? 2:  Are all total market index funds created equal?  Should there be meaningful differences in returns? Chris compares the returns of 4 total market funds using Portfolio Visualizer. 3.  I am a 79 year old retiree who wants to use your 2 Funds for Life strategy.  How do you recommend I put my port ..read more
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Chris Pedersen podcast and video
Paul Merriman Podcast
by Margaret Baxley
7M ago
Financial Feast Pod is a new podcast  focused on simplifying personal finance, with each segment dedicated to understanding and implementing the most important financial decisions.  In this podcast Zach and Kevin interview Chris Pedersen about “⁠2 Funds for Life⁠”. Not only will you learn about ⁠Chris’ book⁠ but the hosts ask a lot of questions about the Foundation and Chris’ favorite food. Topics: 2 Funds for Life explained Risk and return of 2FFL How to use 2FFL in a 401k To rebalance or not to rebalance Conservative, moderate and aggressive portfolios Why not put all i ..read more
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SPIVA REPORT: One of the most important studies on fund returns
Paul Merriman Podcast
by Margaret Baxley
7M ago
 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 interesting new tables that give a new perspective to this productive equity asset class. After Paul speaks, Chris’ presentation will focus on ⁠2 Funds for Life⁠ in retirement and how to select the ⁠Best In Class ETFs⁠. One of Paul’s favorite ⁠Truth Tellers, Ben Carlson⁠, has recently written, “⁠The Luc ..read more
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Everything & Everyone Underperforms Eventually
Paul Merriman Podcast
by Margaret Baxley
7M ago
 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 Term Treasures.     Paul also references a table of Fixed Income Returns during years with S&P 500 loss.  The following short article is referenced in a discussion of Bill Miller and Legg Mason Value Trust’s 15 year record of returns ending in 2005. Russel Kinnel Jan 3, 2006   “Bill Miller has done it ..read more
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