Sound Investing

What rate of return can I count on in the future?


Listen Later

Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western Washington University (WWU).   The Merriman Financial Education Foundation, WWU, and Paul personally, are working together to make this project a reality in the next two to three years. 
The main topic of the podcast focuses on the returns investors should expect in the future.  Paul reviews the 5, 10, 20, 50 and 80 years ending 2022,
as reported by Dimensional Fund Advisors 2023 Matrix Book.  He also reviews the DFA asset class returns from 2000 to 2022.  The period starting in 2000 is used as 1999 was the end of one of the longest market runs in history. 

Paul compares both the U.S. and international returns for large, small, value, growth and NASDAQ indices.

 
The only other tables that are referenced are the 1928-2022 1,15 and 40 year returns.Paul ends the podcast asking listeners to email him ([email protected]) with any questions or comments they have regarding the  recent series of 8 major investor decisions.  These topics were covered in articles, podcasts and videos on the following pages.

 

  1. Ultimate Buy and Hold Strategy
  2. Sound Investing Portfolios Risk and Return History
  3. Fine-Tuning Your Asset Allocation
  4. Fixed Contributions
  5. Fixed Distributions
  6. Flexible Distributions
  7. The Simple Story About 2 Funds for Life
  8. Selecting the Best in Class ETFs
  9. ...more
    View all episodesView all episodes
    Download on the App Store

    Sound InvestingBy Paul Merriman

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    336 ratings


    More shows like Sound Investing

    View all
    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,988 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    455 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    808 Listeners

    Talking Real Money - Investing Talk by Don McDonald

    Talking Real Money - Investing Talk

    759 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,315 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    521 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    754 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    539 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    671 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    199 Listeners

    Bogleheads On Investing Podcast by bogleheads

    Bogleheads On Investing Podcast

    594 Listeners

    The Long View by Morningstar

    The Long View

    905 Listeners

    The Rob Berger Show by Rob Berger

    The Rob Berger Show

    188 Listeners

    The Long Term Investor by Peter Lazaroff

    The Long Term Investor

    150 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    864 Listeners