Episodes (Page 6)
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Paul, Chris, and Daryl discuss the performance of small-cap value funds like AVUV.
Chris Pedersen
Daryl Bahls
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Discusses selecting small-cap value ETFs, comparing AVUV, VBR, VB, VIOV, DFSVX, and DFSV.
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Paul Merriman shares a 4-fund strategy that historically beats the S&P 500 with lower risk.
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Andy Hill interviews Paul Merriman on the Marriage Kids and Money podcast.
Andy Hill
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Paul and Chris explain how to use free Morningstar tools to evaluate investments.
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Updates reasons for using index funds and compares Vanguard, Avantis, and DFA small-cap value ETFs.
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Chris and Paul detail changes in their relationship with M1 Finance, including new portfolio 'Pies'.
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Paul reflects on John Bogle's 'The Little Book of Common Sense Investing' for Bogleheads.
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Paul Merriman discusses his '12 Million Dollar Ideas for Investing Success' on Forget About Money.
David Baughier
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Discusses a presentation to graduating nurses on life transitions and financial planning.
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Addresses listener questions on lump sum vs. dollar-cost averaging for inheritances.
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Discusses trusting past performance versus making investment decisions based on longer-term returns.
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Guidance on transitioning to Fidelity's Buy and Hold Portfolio and finding an hourly advisor.
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Optimal glide paths for pre-retirees and retirees, referencing Chris Pedersen's 2 Funds for Life.
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Advice on converting traditional IRAs to Roth IRAs.
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Analysis of Dr. Hendrik Bessenbinder's research on highest long-term stock market returns.
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Evaluating the reliability of past performance for future investment predictions.
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Strategies for DIY investors to manage emotions during market volatility.
George Sisti
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Preview of the AAII Puget Sound presentation on '2 Investment Decisions'.
Chris Pedersen
Daryl Bahls
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Guidance for grandparents on assisting grandchildren with education and legacy building.
Ed Fulbright