On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII. Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio. Following the presentation they answered questions from the guests.

Q: What advice do you give on conversion of regular IRAs to Roth IRAs?
Q: What investments do you recommend to offset large losses in the equity markets?
Q: Why do you recommend AVUS over VOO, or other S&P 500 funds? In Chris’ answer he recommends listeners read his AAII article on ETF Selection.

Q: Why don’t you recommend Long Term Treasury Bond fund? Vanguard Long Term Treasury VGLT
Q: Do you recommend a pension and/or Social Security be considered the equivalent of a bond fund?
Q: Can you compare RSP (an equal weighted S&P 500 Fund) vs. SPY?

Watch the full video here.

Puget Sound Q and A with Paul and Chris 23:55 Share

Sound Investing

Shownotes Transcript

Puget Sound Q and A with Paul and Chris