Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
This is the second of the four most important podcasts I do each year. For those who have listened t
The Ultimate Buy-and-Hold Portfolio Update 2017 Every year Paul updates his Ultimate Buy & Hold Port
The 2017 SPIVA Study – which measures the performance of actively managed funds against their releva
I am thrilled to introduce George Sisti one of the smartest people in the field of personal financi
Are you daunted by the long list of Merriman Motif portfolios? In this podcast Paul explains why he
In a recent interview on Ken’s Bulls and Bears, Ken Roberts and Paul discuss a range of topics inclu
In this podcast Paul reads and comments on a letter from a regular listener. The letter discusses
The new Motif Investing portfolios – based on Paul’s Ultimate Buy-and-Hold portfolio strategies – ha
Paul discusses the latest update of the Fine-Tuning Your Asset Allocation tables, which compare thre
Paul talks with collaborator Chris Pedersen about the new Motif Investing portfolios they created ba
Paul explains why he’s excited to offer this new, easy, low-cost way to implement his Ultimate Buy a
We know the 8 year market is unlikely to go for much longer. In this recording I made for PBS, I co
Of course there is no such thing as a perfect investment, but what would it look like if all your in
Joe Shaefer of Stanford Wealth Management, an old friend of more than 30 years, recently wrote an ar
With all the speculation about the future of fiduciaries, I felt it was time to make some remarks ab
There are three huge decisions that will likely lead to reaching the “early retirement” goal. Paul d
If you are one of the millions of people who are considering an insurance product as part of your re
There are a lot of questions about the upcoming changes of the Trump presidency, coupled with a coop
One of the biggest mistakes investors make is not to diversify sufficiently to virtually eliminate s
Paul expresses three outrages, exposing the dirty tricks some advisors use to exaggerate their perfo
