Q&A Regarding Paul Merriman’s Recommended Portfolios07/30/14
Q&A Regarding Paul Merriman’s Recommended Portfolios This 30-minute podcast gives investors a better understanding of how and why I put together my recommended portfolios. Question #1: Why not substitute some bond funds that pay higher rates of...
Q&A Regarding Asset Allocation, Financial Advice, Stocks vs. Bonds, and...
In thispodcast, Paul continues to answer questions from readers and listeners. Question #1:I just received $300,000 from the sale of a company and would like to invest in a handful of funds and stocks I like. What do you think of my asset allocation?...
Q&A Regarding Bonds, Index Funds, ETFs and 401(k) Diversification
In this podcast Paul responds to questions by readers and listeners. Question #1: In your “Ultimate Buy and Hold Strategy,” you use 40% bonds. What is the impact if you invested less in bonds? How much does a change in bonds change the expected...
First Half of 2014: What Have We Learned?
The first half of 2014 was pretty good. This podcast reviews the results and lessons it has taught us about long-term investing. It also compares some funds at Vanguard, DFA, and at Warren Buffet’s Berkshire Hathaway for the 6 months and 15 years...
How to Use Morningstar
This podcast is in response to a question from a listener. He says, “Most of my non-retirement equity is in the U.S. Vanguard Total Market Index. What percentage of this fund is in the asset classes you recommend?” I used this question to show...
Are ETFs not living up to expectations?
Are ETFs not living up to expectations? This podcast was suggested by a listener who read an article by Mark Hulbert, who noted that newsletters that used ETFs were getting lower returns with ETFs than open-end mutual funds. In this podcast I compare...
What’s Wrong with Vanguard
I am as big a fan of Vanguard. I have recommended their funds for over 15 years and said, without hesitancy, that Vanguard is the best place for do-it-yourself investors to invest. They are a terrific source of index funds and ETFs and they do a...
Finding a Mentor
I recently addressed a group of graduating seniors at Western Washington University on the topic, “10 steps you should take in the first 12 months after you graduate,” and, of course, the importance of finding a mentor cannot be understated. This...
Eight Secrets to Help You Retire Today!
I greatly enjoy teaching and talking with young people, and when I recently asked university students about the dollar amount they believe they need to retire, they said $1 million. Interestingly, that is the same amount I was told by students in...
Superior Diversification on a Shoestring Budget
More than10 years ago, Rich Buck and Paul Merriman wrote a popular article titled, “Superior Diversification on a Shoestring Budget.” It is amazing how far the industry has come since the article was released. It focused on how to build a broadly...
Overcoming Hurdles To Saving and Investing For The Beginning Investor
byStacyGary (Podcast #8 in the series, Hurdle #2: “I lack the funds.”) “I Lack Funds” While “buy low, sell high” is common sense, we do not always exercise common sense, and often make decisions based on emotion; especially with money, which is a...
Warren Buffet recommends S&P for wife
In a recent TV interview, Warren Buffet spent 3 hours answering a barrage of questions from a group of popular hosts on CNBC. Many of the questions were expected and a few were new and interesting to hear his perspective. I think you will enjoy his...
Recently, I spent two days at Western Washington University, speaking to five different groups of students. Several students asked about the pros and cons of trying to improve portfolio performance through trading, adding value through short- to...
Podcast: How $40,000 Can Add $2,000,000 to Your Retirement
Paul shares a great way to increase your retirement by this one simple step.The post Podcast: How $40,000 Can Add $2,000,000 to Your Retirement appeared first on Paul Merriman.
The ultimate retirement DISTRIBUTION strategy
The Ultimate Retirement Distribution Strategy –usingvariable distribution In last weeks podcast, Paul addressed a strategy for those needing a fixed stream of incomeyou can count on. This week, he explains how you can take best advantage of variable...
Optimizing Retirement Income For Fixed Distributions
How much can you afford to withdraw from your accounts in retirement? This podcast discusses how to make your retirement last a lifetime using fixed distributions, or consistently living on a fixed stream of income. To get the most from this, also see...
Paul Answers Your Questions
In this Podcast Paul answers investment questions, and even a personal one. 1. Our money is in taxable accounts. Your Vanguard, Fidelity and T Rowe Price portfolios are for tax-deferred investors. What changes should we make for taxable accounts? 2....
The Ultimate Buy and Hold Strategy 2014
The post The Ultimate Buy and Hold Strategy 2014 appeared first on Paul Merriman.
How Do Predictions of a 2014 Crash Affect You?
The # 1 article onMarketwatch.comlast week was entitled, “New doomsday poll: 99.9% risk of 2014 crash.” This warning is a compilation of scary predictions about the losses investors are about to experience. What scares a lot of readers is the names of...
22 Advantages of Index Funds
In this 10-minute podcast, Paul Merriman covers 22 advantages of index funds and index ETFs. There is no other investment in the securities industry that has so many advantages. Whether you are a first time investor or a multi-millionaire, index funds...
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