Sound Investing

Thoughts on 2020 and Q&A from Paul’s Listeners & Readers

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In this podcast, Paul shares his thoughts for the coming year and answers investor questions.

  1. The S&P 500 has made 5% more than the portfolio you recommend.  Should I put it all in the S&P? 14:50
  2. What do you think of the new Avantis ETFs?27:05
  3. What do you think about structured notes?  In the answer I make reference to an article by Larry Swedroe:  31:34 https://alphaarchitect.com/2019/08/22/structured-notes-the-exploitation-of-retail-investors/
  4. Can whole life insurance cash value be considered the same as bonds? 37:59
  5. I am 27 with a wife and 2 year old daughter.  What should I do with $150,000? 41:45
  6. I want to live on $2 million in retirement.  What dividend funds do you recommend? 48:16
  7. What do I do if my 401k does not offer target date funds? 53:31
  8. For a young investor do you prefer your portfolio 7 (well diversified) or portfolio 8 (all value).  58:33

    9. This is the link to the recommended portfolios:  https://paulmerriman.com/best-in-class-recommended-portfolios-2019/

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    Sound InvestingBy Paul Merriman
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