Paul Merriman Financial Education for Every Stage of Life

Paul and Chris answer 10 listener questions in one hour — covering asset allocation, investor behavior, funds, indexes, and fund management. They also dig into Daryl Bahls' hot-off-the-press alternative portfolio analysis. CHAPTERS 00:00 Intro 01:11 Funds vs. their indexes 06:04 Which asset can I drop? 10:50 Buy and hold for a lifetime? 16:04 Tracking errors 20:24 How many years to trust a strategy? 27:05 The impact of 10% cash 28:18 What's a "good enough" return? 31:57 The new worldwide 4-fund portfolio 42:29 Too old for small-cap value? 44:56 Avantis and DFA 48:27 AVES for emerging markets value 54:04 Outro LINKS & FILES Sound Investing Quilt Charts: https://irp.cdn-website.com/6b78c197/... Callan Periodic Table of Investment Returns: https://novelinvestor.com/asset-class... Two Funds for Life Calculator: https://www.paulmerriman.com/two-fund... Lifetime Investment Calculator: https://www.paulmerriman.com/merriman... Daryl's 4-Fund Portfolio Analysis (WW 4-Fund): https://irp.cdn-website.com/6b78c197/... Other Fine Tuning Tables (50/50): https://irp.cdn-website.com/6b78c197/... 2FFL Fine Tuning Table — Allocations: https://irp.cdn-website.com/6b78c197/...