Paul talks with Christine Benz and Jeff Ptak about his commitment to indexing, why he believes in small value stocks, the perils of performance-chasing, and more. They covered such topics as:

Best ways to get young people to understand investment process
How to get investment information to people who need it most
Why Paul was attracted to index funds and DFA
The future of the value premium
The risk of value investors capitulating
The pros and cons of 2 Funds for Life
Why target date funds have more value
The risk of bonds in a rising interest rate market
Use of target date funds in retirement
The value of an advisor

Check out the extensive list of related articles and podcasts compiled by “The Long View” team at: https://www.morningstar.com/podcasts/the-long-view/103

Join Christine Benz Thursday April 8, 4:30-6 p.m. PT, via Zoom, for a special presentation, “Six Retirement Blind Spots and How to Fix Them”. RSVP by clicking here or email RSVP@bainbridgecf.org with “Christine Benz”.

This free presentation, the second in the series of five, is part of the Financial Literacy Month series, “Taking Control of Your Financial Future,” co-sponsored by The Merriman Financial Education Foundation, the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. The series is free and open to the public. Registration required. For more info, go to:

https://paulmerriman.com/financial-literacy-month-events-on-bainbridge-island/

Click here to hear Paul’s brief recording about Christine’s presentation.

Morningstar’s “The Long View” podcast hosts interview Paul Merriman 56:19 Share

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Morningstar’s “The Long View” podcast hosts interview Paul Merriman