Paul Merriman

Listen to Sound Investing on your favorite listening platforms: Fine-Tuning Your Asset Allocations 2020 Update Do you want to have a better idea of the range — or returns and risks of loss — that different equity asset classes have generated over a long period of time?  In this podcast, Paul discusses 5 tables …

Listen to Sound Investing on your favorite listening platforms: The most important work we have done over the last 38 years has been to help investors identify the equity asset classes they should consider holding in their portfolio.  In this podcast, along with the  accompanying tables, Paul updates investors on the results of his Ultimate Buy and Hold …

Listen to Sound Investing on your favorite listening platforms: Paul was interviewed by Rick Ferri, the host of Bogleheads on Investing, on Feb. 3, 2020. During and after the recording, scores of questions and comments were written at the Bogleheads chatroom. This podcast is Paul's reply to a number of the topics discussed with Rick and the questions and comments, broken …

Listen to Sound Investing on your favorite listening platforms: The new Callan Periodic Tables have been released and in this podcast Paul discusses 10 important lessons from the main table (2000-2019) and several other Callan tables he has not addressed before. Paul encourages listeners to review the tables (links below) and see how many important lessons you find, before you listen to the …

Listen to Sound Investing on your favorite listening platforms:  Can an employee convince his company’s 401k trustees to make changes?  It took 4 years for this one dedicated investor to do so and he won big. Hopefully, this story will inspire others to work this hard to change the financial futures for all 401k investors. 2:00 What is …

Listen to Sound Investing on your favorite listening platforms: Paul's recent podcast, The Real Secret to Long-Term Investment Success, elicited many comments and questions at the Bogleheads forum (you can read the threads of conversation here) and from regular Sound Investing listeners. The following are questions addressed on this podcast. What does Paul think of the factor funds at …

Listen to Sound Investing on your favorite listening platforms: What’s the toughest challenge for many investors? Staying the course for the long term. In this podcast, Paul discusses what he considers "the most useful information for investors.” While adding new insights to his Ultimate Buy and Hold Strategy, Fine Tuning Your Asset …

Listen to Sound Investing on your favorite listening platforms: Paul discusses the comparative returns from the Vanguard, DFA and Best-In-Class Portfolios for 2019. He also responds to 12 questions from listeners and readers of paulmerriman.com’s podcasts, articles, videos, books and recommendations for mutual funds, ETFs, 401k’s, the Ultimate Buy-and-Hold Portfolio and more.  To learn more about comparative returns, …

Listen to Sound Investing on your favorite listening platforms: In this podcast, Paul shares his thoughts for the coming year and answers investor questions. The S&P 500 has made 5% more than the portfolio you recommend.  Should I put it all in the S&P? 14:50 What do you think of the new Avantis ETFs?27:05 What do you think about …

Listen to Sound Investing on your favorite listening platforms: Paul was planning a traditional "Happy Holidays!" podcast but woke up to information that set his hair on fire. While he has been writing articles about index funds for decades, the most read is “30 reasons to fall in love with index funds”.  While the most common …

Listen to Sound Investing on your favorite listening platforms: Four years ago we wrote one of our most popular articles, "How To Turn $3000 into $50 million."  This article, originally published at MarketWatch, has had over 500 comments and many of them were calling the strategy crazy.  In this podcast Paul offers at least 10 solid lessons about this …

Listen to Sound Investing on your favorite listening platforms: The most common question Paul receives these days is, "What is the best investment approach, The Ultimate Buy-and-Hold strategy or 2 Funds for Life?”  The potential long-term returns of these two strategies may be very similar but they will take very different paths.  The Ultimate Buy-and-Hold requires a lot more …

Listen to Sound Investing on your favorite listening platforms:   In this interview with Ken Roberts, of Ken’s Bulls and Bears, the conversation covered many bear market-related topics such as:  How big a loss should an investor expect to suffer?  What should investors do to prepare for a significant decline?  What should investors do to prepare for a …

Listen to Sound Investing on your favorite listening platforms:   This podcast is adapted from Financial Fitness After 50, created for PBS as part of a contributors’ package of DVDs, CDs and book in 2012. To watch the video, rather than listen to the podcast, click here. Paul also recommends reading the recent MarketWatch article, written with Rich Buck, on 10 Ways to Make …

Paul addresses 14 questions from listeners and readers, but first he speaks to an interesting case of an investor who has greater trust in a bar of gold than a government bond-based Vanguard fund.  Where are your Fine Tuning Tables for 2019? 9:33  Where can I get a better rate of return in my checking account? 11:20  Does …