Sound Investing

Morningstar’s “The Long View” podcast hosts interview Paul Merriman


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Paul talks with Christine Benz and Jeff Ptak about his commitment to indexing, why he believes in small value stocks, the perils of performance-chasing, and more. They covered such topics as:

  • Best ways to get young people to understand investment process
  • How to get investment information to people who need it most
  • Why Paul was attracted to index funds and DFA
  • The future of the value premium
  • The risk of value investors capitulating
  • The pros and cons of 2 Funds for Life
  • Why target date funds have more value
  • The risk of bonds in a rising interest rate market
  • Use of target date funds in retirement
  • The value of an advisor
  • Check out the extensive list of related articles and podcasts compiled by “The Long View” team at: https://www.morningstar.com/podcasts/the-long-view/103

    Join Christine Benz Thursday April 8, 4:30-6 p.m. PT, via Zoom, for a special presentation, “Six Retirement Blind Spots and How to Fix Them”. RSVP by clicking here or email [email protected] with “Christine Benz”.

    This free presentation, the second in the series of five, is part of the Financial Literacy Month series, “Taking Control of Your Financial Future,” co-sponsored by The Merriman Financial Education Foundation, the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. The series is free and open to the public. Registration required. For more info, go to:

    https://paulmerriman.com/financial-literacy-month-events-on-bainbridge-island/

    Click here to hear Paul’s brief recording about Christine’s presentation.

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    Sound InvestingBy Paul Merriman

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