Sound Investing

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 …

Target-Date Funds are the most important financial product since mutual funds were first offered in 1924. With pensions a thing of the past, target-date funds should be the investment of choice because they are the most likely path to financial independence for most investors. Unfortunately, many target-date funds lack the appropriate fire power to super charge their growth …

Warren Buffett says, “You only have to do a very few things right in your life, so long as you don’t do too many things wrong.” Yes, there are only a few things you have to do right… but the list of possible mistakes is long. Here are 20 common mistakes that can make a big hole …

Risk is not limited to the pain of a big bear market. Sometime a risk can be a mistake of omission rather than commission. Join Paul to learn about 15 real investment risks that need to be managed. Watch this podcast in video format

Even a couple of the 20 steps will give you more money to enjoy life in retirement and will increase what you leave to children and charities. Watch this podcast in video format

Risk is not limited to the pain of a big bear market. Sometime risk can be a mistake of omission rather than commission. Join Paul to learn about 15 real investment risks that need to be managed. Watch this podcast in video format

This piece was produced for my 2012 “Financial Fitness After 50” PBS contributors premium package. Investors are challenged by what forces are controllable and what forces are out of their control. At a minimum investors should make sure they take advantage of the forces that are under their control. In this video Paul discusses 10 guarantees every …

Paul compares the asset class returns of his recommendations with the average returns of the same asset class funds. An understanding of the last 9 months may or may not give you a peek into the future performance of these ETF selections. He also discusses holding emergency money in a money market account or just as part …

“When I see a title that addresses the value vs. growth issue, you’ve got my attention,” says Paul. “A new article by Dr. Craig L. Israelsen titled, This piece of evidence could derail the growth vs. value debate, opened my eyes to the huge differences similar indices earn over similar periods of time. From his findings, it …

Even just one idea from these 22, could greatly increase the money you will have for retirement. This recording is from the PBS Special Paul created in 2011, the information being evergreen. For more on Paul’s recommendations for 401k plans, at more than 100 major U.S. corporations and the U.S. Thrift Savings Plan, go to: