Sound Investing

The following questions were sent from the October 11, 2023 presentation to the NYC AAII Chapter.

You can watch the video here- https://www.youtube.com/watch?v=QjFlcDAlH1k

Chris Pedersen's section starts at 59:00. Paul and Chris conclude with a Q&A session...

Paul answers 12 questions  from the AAII New York City Chapter October 2023

Meeting

The video can be watched here- https://www.youtube.com/watch?v=QjFlcDAlH1k

Paul's section begins at 08:40. 

The following links are used in this presentation: Table B14B, ETF portfolios,  and SPIVA Report 

1.  Do you recommend using index funds for international funds? 
2...

Paul is interviewed by Andrew Stotz and the My Worst Investment Ever podcast

BIO: Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. After retiring in 2012 from Merriman Wealth Management, which he founded in 1983, Paul created The Merriman Financial Education Foundation, dedicated to providing investors of all ages with free information and tools to make better investment decisions...

I went to the Bogleheads Conference with high hopes I would convince guests that small cap value should be at least a small part of every equity portfolio.  Many respond that they have all the small cap value they need in a total market index like VTI.
Why I failed:  I only had 20 minutes, as compared to 45 a couple of days earlier for the NYC AAII Chapter...

In this week’s podcast I focus on two topics:  The first is the culmination of a 10 year project that just took a giant leap forward.  As you know the mission of our Foundation is  to help do it yourself investors make better investment decisions.  The bottom line is we want to help  them improve their financial future.

While it is not addressed in our written mission, it is our desire to have the work continue beyond what the present group of volunteers can provide...

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...

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...

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...

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...

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...