Sound Investing

I am thrilled to introduce George Sisti  one of the smartest people in the field of personal financial planning, as well as asset allocation.  I think the best way to introduce George’s work is to share a couple of his recent articles. In the first, George discusses the possible impact of “Fake News” on an investors’ …

Are you daunted by the long list of Merriman Motif portfolios? In this podcast Paul explains why he offers so many portfolios and how investors may choose from among the offerings. The Fine Tuning Your Asset Allocation Tables that support each of the portfolios can be found here.

In a recent interview on Ken’s Bulls and Bears, Ken Roberts and Paul discuss a range of topics including the differences between the expected risk and return of small cap value mutual funds and ETFs, the steps that investors can take to invest for an early retirement, the most important facts that every investor should know and the …

In this podcast Paul reads and comments on a letter from a regular listener.  The letter discusses  what the investor is doing for her 3 children and the concerns she has when the children are old enough to cash out the proceeds.  The letter also offers some of the confusion she had when she first contacted Motif to open an …

The new Motif Investing portfolios – based on Paul’s Ultimate Buy-and-Hold portfolio strategies – have generated a lot of questions. Paul discusses whether it makes sense to move large accounts from Vanguard to Motif, what kind of investors will probably get the most out of Motif long term, the conflicts of interest now that Paul’s foundation is receiving …

Paul discusses the latest update of the Fine-Tuning Your Asset Allocation tables, which compare three different portfolio scenarios.  In this podcast he focuses on the Ultimate Buy-and-Hold All-Value Equity Portfolio. The “Fine-Tuning Tuning Your Asset Allocation” table – created and updated by Paul and Rich Buck for 15 years – allows investors to compare possible returns and likely risks of …

Paul talks with collaborator Chris Pedersen about the new Motif Investing portfolios they created based on Paul’s Ultimate Buy and Hold portfolio strategies and sound investing principles. These portfolios were created to make it simple and inexpensive for anyone with a minimum of $300 to get started investing now; and also for those more-seasoned investors to implement …

Paul explains why he’s excited to offer this new, easy, low-cost way to implement his Ultimate Buy and Hold portfolio recommendations, and invest wisely for the long term. To learn more about Paul’s “one-click-and-you-re-done” portfolios at Motif Investing, Click here.

We know the 8 year market is unlikely to go for much longer.  In this recording I made for PBS, I cover 10 ways to protect your hard earned gains from the coming bear market.  If you don’t have your defense in place maybe one of these 10 will feel right.  Of course young investors should be hoping …

Of course there is no such thing as a perfect investment, but what would it look like if all your investment wishes could come true? This podcast is from a series, “Financial Fitness After 50,” that Paul recorded for Public Broadcasting Service (PBS) in 2011 as a premium for those who donated to their local stations during that …