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In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of personal finance education. Paul also gives practical investing advice, including a hands-on guide to using Morningstar’s chart and comparison tools to analyze mutual funds and ETFs.
Special Feature: Free Online Financial Literacy Course
Paul spotlights a fantastic, free multi-week financial literacy course led by Alan and Katie Donoghan—nationally recognized educators from the UK. This course is perfect for first-time investors of any age, as well as anyone looking to build a solid foundation in personal finance.
Course Dates:
Morningstar Tools & Tables Referenced:
Paul walks listeners through using Morningstar’s chart and comparison features, specifically referencing the following funds and time periods:
VFINX (Vanguard 500 Index Fund):
TESIX (Franklin Mutual Shares Fund):
VVIAX (Vanguard Value Index Fund):
DFSVX (DFA US Small Cap Value Fund):
AVUV (Avantis US Small Cap Value ETF):
How Paul Uses Morningstar:
On Morningstar, Paul suggests:
Using Morningstar’s Chart and Compare tools:
PDF showing the above comparisons
4.6
321321 ratings
In this episode, Paul Merriman details his upcoming presentations at Western Washington University, where he will be connecting with students, professors, and staff about the critical importance of personal finance education. Paul also gives practical investing advice, including a hands-on guide to using Morningstar’s chart and comparison tools to analyze mutual funds and ETFs.
Special Feature: Free Online Financial Literacy Course
Paul spotlights a fantastic, free multi-week financial literacy course led by Alan and Katie Donoghan—nationally recognized educators from the UK. This course is perfect for first-time investors of any age, as well as anyone looking to build a solid foundation in personal finance.
Course Dates:
Morningstar Tools & Tables Referenced:
Paul walks listeners through using Morningstar’s chart and comparison features, specifically referencing the following funds and time periods:
VFINX (Vanguard 500 Index Fund):
TESIX (Franklin Mutual Shares Fund):
VVIAX (Vanguard Value Index Fund):
DFSVX (DFA US Small Cap Value Fund):
AVUV (Avantis US Small Cap Value ETF):
How Paul Uses Morningstar:
On Morningstar, Paul suggests:
Using Morningstar’s Chart and Compare tools:
PDF showing the above comparisons
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