Sound Investing

In this fun conversation between two old friends and colleagues, Tom Cock of Vestory.com and Paul discuss their 401k Project, John Bogel, and answers to listener/investor questions about newsletters, currency, IRAs, annuities and more. Tom and Paul produced a radio show together for more than a decade. You can also access Vestory’s free video courses on …

The Case for the Total Stock Market Index and more   Paul begins this podcast with a response to this article by Alex Bryan, director of Passive Strategies Research, North America at Morningstar. The position of both Alex and Morningstaris that a total U.S. stock market index is a core holding. They go on to claim anything …

In this conversation with Rob Berger of Doughroller.net, Paul discusses how to handle a bear market. How can we stick to our investment plan when our portfolios drop by 20% or more, and how should you be investing now? Among topics covered:  My recent meeting with Vanguard founder John Bogle Should one diversify beyond the S&P …

Paul addresses the 4 most common questions he receives from readers and listeners: Will indexing work as well in the future as in the past? Will small cap and value asset classes produce higher than S&P 500 returns in the future? How often should I rebalance? How do I best put my money into the market at these historically …

Paul speaks with Ken Roberts in this episode of “Ken’s Bulls and Bears,” as they answer listeners’ questions: 7:55- How important are the expenses I pay on my investment portfolio? 10:06- Is diversifying really that important? What about loading up on winning stocks like Facebook and Apple? 19:54- What can investors do to manage risk in …

In just 50-minutes, Paul covers 50 of the most important investment ideas, each of which should lead to better returns, less risk and greater peace of mind. This is the audio portion of a video you can see at Paul’s website. Be sure to click here  to access key supporting materials for this presentation. Warren …

Paul shares the latest research on how to combine value portfolios with other asset classes to produce low-risk portfolios appropriate for those saving toward retirement as well as those taking distributions in retirement.  Learn five important keys to selecting those value funds most likely to produce the best returns, including the names that Paul includes in …

This podcast covers three topics which are the source of many questions. Asset allocation starts with a recent interview from Vanguard titled, “Strategies for constructing globally diversified portfolios.”  In the other two topics, Paul addresses a number of popular alternative investments. He references a recent study on long-term returns for private equity funds (1984-2016) and …

Covering a lot of ground in this podcast, Paul discusses rebalancing your portfolio, an AARP article on “What to expect in your 70s and beyond,” the new Callan Periodic Tables for U.S. Equity Investment Returns, the Lipper Performance Report for the 25 Largest Funds, and an update on his recommended portfolios at Motif …

Paul answers 14 questions recently posed to his email account, info@paulmerriman.com. Given the amount of email Paul receives, he again asks that you keep your questions short and general, as he cannot answer to personal situations. For hundreds more Q&A’s, please visit the archive at his website, under “Ask Paul”.  A very …