How to turn $3,000 into $50 million… Really! Want to leave an important legacy for the future? “How to turn $3,000 into $50 million” addresses the steps a parent or grandparent might take to leave a significant legacy. This also applies to young investors. Paul explains how to make the initial investment, move the money from your account …

In this Thanksgiving podcast, Paul expresses appreciation for the opportunity to serve his listeners and readers, and asks for a couple of favors. He asks for your ideas on information you would like him to provide in the future, as well as suggestions to improve the information he is presently providing. He also would like to hear from …

The cornerstone of Paul Merriman’s advice is “The Ultimate Equity Buy and Hold Strategy.”  Here he discusses each of the equity asset classes investors should hold in the equity portion of their portfolio, even if it’s only 10% of the portfolio. With each equity asset class, Paul recommends an article written about the long-term returns of that specific …

Paul answers two of the most common questions he receives about small cap value ETFs: 1. What’s the best choice between Vanguard Small Cap ETF (VBR) and Vanguard Russell 2000 Value ETF (VTWV)?  2. Which has the best small cap value ETF? Paul makes clear why he thinks one will do much better than the other over the …

In this podcast Paul discusses the historical returns of the S&P 500, large cap value, small cap blend and small cap value.  He knows many investors live with the belief they will find an actively managed that will outperform his favorite of the four, small cap value.  Three of the most famous investors of all time, Peter Lynch, …

In 2011 John Bogle predicted a 7% 10 year growth rate (including dividends) for the S&P 500.  In June, 2015 he reduced his prediction to 5%.  Now he is predicting a 4% growth rate for the next decade and that doesn’t include mutual fund expenses, taxes or inflation.  That might not be unsettling to investors if he …

Paul Merriman and Andrew from The Disciplined Investor  discuss some of the basics of investing, psychology and a better understanding of corrections and bear markets.

Why does Paul Merriman believe small cap and value stocks will make higher rates of return? Listen as he discusses this and other simple steps that should lead to higher rates of return.

Paul offers a dozen things every first-time investor should know before they make their first investment. Get these dozen things right and you are almost guaranteed to be a successful investor. Want to know the single best step to becoming a successful long-term investor? Paul shares his suggestion, which includes spending about 2 hours reading what he …

How do investors determine how much risk to take? The most common concern regarding risk is loss of principal. Paul makes the case that loss of principal should be less concerning than high expenses, high turnover and too little diversification.