Paul Merriman

Dear Friends, If you are a young investor or if you trying to help a young investor, I think you will find the following calculator helpful. The calculator was created by Nick Maggiulli, C.E.O for Ritholtz Wealth Management.  He runs a wonderful website for data driven investors.  His Dollars and Data website is a perfect companion to […] The post Looking Back to Look Forward first appeared on Paul Merriman. The post Looking Back to Look Forward appeared first on Paul Merriman.

The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST.  Paul will make a one hour presentation on “The Case for Small Cap Value:  The Good, the Bad and the Ugly.” This presentation will include some interesting new tables that give a new perspective to this productive equity asset […] The post SPIVA REPORT: One of the most important studies on fund returns first appeared on Paul Merriman. The post SPIVA REPORT: One of the most important studies on fund returns appeared first on Paul Merriman.

Dear Friends, On Saturday morning July 22, 2023 Chris Pedersen, our Director of Research, gave a free 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  Over 1400 people signed up and 650 showed up.  That is a record for signups as well as attendees for one […] The post Another Chris Pedersen Masterpiece first appeared on Paul Merriman. The post Another Chris Pedersen Masterpiece appeared first on Paul Merriman.

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  The title was “Best In Class Fund Selection and Behavior.”  Over 650 people attended the presentation, a record turnout for our presentations.  The video will be available in the coming […] The post AAII Orange County Chapter Q&A first appeared on Paul Merriman. The post AAII Orange County Chapter Q&A appeared first on Paul Merriman.

Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, paying higher expenses,  paying more taxes, being less diversified, and sitting on too much cash, so-called experts encourage investors to hold investments that are built to make as much as 2 to 4 percent less PER YEAR.Paul uses […] The post The Worst Investment Advice I Know first appeared on Paul Merriman. The post The Worst Investment Advice I Know appeared first on Paul Merriman.

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.