In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of tables for portfolios built with all

Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and reviews the latest returns and important lessons from the Ultimate Buy and Hold Portfolio.

March 1 through March 4, I attended the White Coat Investor Conference (WCICON 2023). On the 2nd, I made a 2 hour presentation focused on “How to Create and Execute a Lifetime Investment Stra

The following questions were sent toPaulduring the90 minute videopresented to Western Washington University alumni on February 10, 2023. 2:38 1. How much more do you get with AVUV which has high

Paul leads off with the news that Chris Pedersen’s book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at https://paulmerriman.com/signup/. Watch

Join Paul Merriman, Chris Pedersen and Darryl Bahls as they respond to these questions from investors: What can a Do-It-Yourself investor do to prepare his/her spouse/partner for managing retirement

This podcast reviews the 2022 returns of theBest-In-ClassandVanguard ETF portfoliosas compared to the average shareholder in the recommended equity asset classes. The discussion focuses on what

Dear Friends, As we end 2022, I join you in hopes for a brighter new year in the financial markets, accepting there is much we cannot control. Meanwhile, knowing that, we also know that history proves

The purpose of our podcasts is to help investors make some of the biggest investment decisions of their life. This podcast focuses on the many reasons small-cap value should be in every investors po

Do you want to create a financial legacy for a young person, especially a newborn? This podcast and video explains Pauls plan for his new granddaughter, which is adaptable by any investor. [Podcast l