Sound Investing - Paul Merriman

One of the biggest financial decisions we make can be the choice of distribution strategy in retirement. In this podcast Paul compares the risks and returns of flexible and fixed distribution strategies, not just in terms of money available for retirement expenses but also for heirs and charities at the end of life. He …

From explaining how index funds are built to his opinion on how far the market will fall; from where to find resources for teaching high schoolers about personal finance to custodial accounts and rebalancing Target-Date funds, Paul answers 20 questions from his readers and listeners. Scan through and listen to those that interest you …

When the market finally turns around and heads back up, what kind of portfolios are likely to perform better than the market in general?  In this podcast Paul shares what he calls the Comeback Portfolio.  During the discussion he uses some existing tables plus a couple of new tables to make his case.  For those who want to …

Listen to Sound Investing on your favorite listening platforms: Bear Markets and Fixed Distributions The two most important articles and podcasts  ” — which helps you determine what equity asset classes to hold in your portfolio — and a …

Listen to Sound Investing on your favorite listening platforms: Focusing on small-cap value from every angle Paul knows, this podcast compares Price-to-Earnings ratios, Price-to-Book ratios, average size company and one-year and 40-year period returns.  Paul shares the latest academic research on small-cap value, comparison of risk and return for S&P vs. small-cap value asset classes, and the likely …