Paul announces Chris Pedersen’s upcoming AAII presentation on Saturday, July 22.  The 2 hour Zoom presentation will begin at 8:45 a.m.  Chris will discuss how portfolio asset allocation, fund selection and investor behavior impact the returns we get for the risk we take.  He’ll also show some practical approaches to help us all come closer […] The post New Avantis ETF, free curriculum, good news or bad first appeared on Paul Merriman. The post New Avantis ETF, free curriculum, good news or bad appeared first on Paul Merriman.

On this week’s podcast Paul addressed a couple of very important questions: 1. Is there really such a thing as a buy and hold investor? 2. What can an investor do to improve their chances of staying the course through all market cycles? 3. Many of your portfolios don’t include international equities.  Should investors […] The post Does anyone really buy & hold and more Q&A first appeared on Paul Merriman. The post Does anyone really buy & hold and more Q&A appeared first on Paul Merriman.

While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between being a do it yourself investor vs. hiring a professional advisor is much more impactful over a lifetime. Paul discusses the many challenges of both decisions and finishes by showing […] The post The most important investment decision you will ever make first appeared on Paul Merriman. The post The most important investment decision you will ever make appeared first on Paul Merriman.

There is no question AI is a hot topic.  I have watched “end of the world” interviews with people who know a lot more than I do about AI.  In a recent poll, noted in The New Yorker, half of A.I. scientists agreed that there was at least a ten-per-cent chance that the human race would […] The post ChatGPT offers shocking investment information! first appeared on Paul Merriman. The post ChatGPT offers shocking investment information! appeared first on Paul Merriman.

Paul starts the podcast encouraging listeners to check out the ⁠latest video⁠ where Chris, Daryl and Paul answer questions from readers, listeners and viewers regarding the article, podcast and video about the Sound Investing Portfolios 2023 Update.  The following are the links that were used in the video: ⁠Asset Class Index CAGR Comparison (1927-2023)⁠ ⁠Table […] The post Dave Ramsey, small cap value and a “new” 4 fund portfolio first appeared on Paul Merriman. The post Dave Ramsey, small cap value and a “new” 4 fund portfolio appeared first on Paul Merriman.

Dear Friends, A couple weeks ago, we sent out a podcast that we recorded several years ago.  It has been by far the most popular podcast over the last 10+ years. Over 980,000 listeners have opened, and hopefully listened to the podcast entitled, “Could This Be the #1 Reason to Use Index Funds?” While the podcast […] The post Finding a trustworthy source of financial advice first appeared on Paul Merriman. The post Finding a trustworthy source of financial advice appeared first on Paul Merriman.

Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western Washington University (WWU).   The Merriman Financial Education Foundation, WWU, and Paul personally, are working together to make this project a reality in the next two to three years. The main topic of the podcast […] The post What rate of return can I count on in the future? first appeared on Paul Merriman. The post What rate of return can I count on in the future? appeared first on Paul Merriman.