Sound Investing

In a recent conversation with Ken Roberts, of Ken’s Bulls and Bears, Paul answers some timely questions, such as: Do you expect value to be a top performer again? How much do you think investors should have in value? With the market being so high, what are you telling investors who are …

After making the point in “The three greatest investment products” that the target date fund is the best of the three (mutual funds second, and index funds third), Paul discusses the glaring problems inherent in almost all target date funds. While challenges include high expenses, active management and too much in …

Paul discusses George Sisti’s comments about the best mutual fund, best “safe” withdrawal rate, and why “working harder” doesn’t seem to help investors. And he answers questions from readers and listeners. 1.  What do you think of the new Fidelity zero-fee mutual funds? 2. Why are bonds losing money? 3. Which do you recommend: Vanguard or …

This is the first of a three-part series, laying the foundation for the upcoming “2 Fund for Life” strategy.  In this podcast, Paul discusses the mutual fund, index fund and target date fund, which have been responsible for some of the greatest wealth building for the average investor. In the case of the mutual fund and the index …

As Paul is preparing to release a new investment strategy, in this podcast he discusses the nature of hypothetical returns. What numbers can we trust and what numbers might be unfairly biased? Also, he addresses 7 questions from his readers and listeners. 1. What are the steps to setting up the $3000 to $50 million …

Billionaire Mark Cuban, owner of the Dallas Mavericks and one of the sharks on the popular CNBC show, “Shark Tank,” shares 10 things people need know to be more successful investors.  Some of them are spot on, while others will likely lead investors down a less productive path. In a couple of cases Paul totally disagrees. Here are …

Ken Fisher is probably the best known independent investment advisor in America. At $70 billion under management, with 2,500 employees and a net worth of $3.8 billion, according to Forbes, he is likely also the most profitable advisor in the industry.  Fisher is considered the King of Marketing in the industry.  He advertises on national TV and in almost every retail …

From first-time investors to those on the verge of retiring with millions of dollars in savings, Paul’s answers to questions from our listeners and readers contain something of interest for every investor. 1.  How different is the new secret strategy from what you are recommending now? 2.  Why would anyone want to take the risk of investing in the market at these …

Paul speaks with Ed Fulbright, CPA and PFS – of “Meaningful Money” website and “Mastering Your Money” podcast – about how to invest in today’s market. Is the market ready to roll over and play dead after a very long period of record highs?  What should investors do who are sitting …

In this podcast Paul answers seven questions from his listeners/readers about bonds, Dimensional Funds, market collapse and correction, treasury funds, market timing and the Japanese market. 1.  Is a portfolio of 90% equities and 10% bonds too aggressive for a 38-year-old? 2.  Do you still recommend using Dimensional Funds even though one must pay an advisor to access them? 3. …