What rate of return can I count on in the future?

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 focuses on the returns investors should expect in the future.  Paul reviews the 5, 10, 20, 50 and 80 years ending 2022,

as reported by Dimensional Fund Advisors 2023 Matrix Book.  He also reviews the DFA asset class returns from 2000 to 2022.  The period starting in 2000 is used as 1999 was the end of one of the longest market runs in history. 

Paul compares both the U.S. and international returns for large, small, value, growth and NASDAQ indices.

The only other tables that are referenced are the 1928-2022 1,15 and 40 year returns.Paul ends the podcast asking listeners to email him ([email protected]) with any questions or comments they have regarding the  recent series of 8 major investor decisions.  These topics were covered in articles, podcasts and videos on the following pages.

Ultimate Buy and Hold Strategy

Sound Investing Portfolios Risk and Return History

Fine-Tuning Your Asset Allocation

Fixed Contributions

Fixed Distributions

Flexible Distributions

The Simple Story About 2 Funds for Life

Selecting the Best in Class ETFs