"An investment in knowledge pays the best interest." Ben Franklin

In This Edition
What do you know and what are you doing about it?
Truth Teller Corner- Rob Berger
AAII Article- 12 Hidden Lessons From Investment History
Latest Podcast- The Magic of Investing

Successful investors know what they know and do something about it.

Imagine a pie graph that includes all the information there is to know about investing.

How big would each piece be that represents your knowledge of investing?

If you’re not sure how to invest, it’s as easy as picking two funds.

What you know you know
What you know you don’t know
What you don’t know you don’t know
What you know you know but you’re wrong
What you know you know but don’t do anything about it.

Our goal is to increase the slice that you can say you know you know.

Our goal is to make sure you realize that the piece that represents what you know you don’t know is likely very large and very important. Of course the big unknown is anything about the future.

Our goal is to make sure that you realize there is a lot of information that you will discover and you will likely be surprised how important that new information can or will be.

Our goal is to dispel as many investment myths as early in your investing career as possible. Investment myths can lead young investors down many expensive dead end roads before they learn what really works.

Our goal is to motivate investors to take advantage of the most productive paths to financial success.

Truth Teller Corner- Rob Berger

On the surface, the 3 bucket strategy for managing investments in retirement is simple. How complicated can three buckets be? In practice, however, implementing the bucket strategy can be very challenging. In this video, I'll walk through some of those challenges and how to address them.

AAII Article- 12 Hidden Lessons From Investment History

Investors who are willing to learn from nearly a century of data can discover some important takeaways.

Analysis of 96 years of U.S. stock market data
Insights into the benefits of diversification across asset classes
Importance of sticking to a long-term investing strategy

Once upon a time, investing for the future was pretty much a gamble, without much meaningful data to give you any clue as to what might be coming down the pike. Now we are blessed with detailed and reasonably accurate data going back 96 years to 1928. Read Article

Latest Podcast- The Magic of Investing

Paul updates his list of reasons to use index funds plus comparing the handful of Vanguard Small Cap Value ETFs (VTWV, SLYV, VBR AND VIOV) with the newer Avantis and DFA small cap value ETFs. He also makes the case that AVUS and DFAU total market funds are likely to produce better returns than VTSAX, VTI, VOO AND VFINX.

He also discusses the⁠ 15 year returns of 6⁠ Equity Asset Classes: large cap growth, large cap value, small cap blend, small cap growth and small cap value. The lessons from these tables should be enough to encourage investors to take a closer look at the holdings in their holdings in these asset class funds.

In his discussion of indexing he mentions a podcast "⁠#1 reason to own index funds⁠" that has had more than 1,067,000 opens and his MarketWatch article entitled ⁠“30 Reasons I Love Index Funds.”⁠ He also committed to producing a video, on how to use Morningstar to compare your mutual fund and ETF investments, before the end of the year.

M1 Finance Updated 2024

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In This EditionWhat do you know and what are you doing about it?Truth Teller Corner- Rob BergerAAII Article- 12 Hidden Lessons From Investment HistoryLatest Podcast- The Magic of Investing

In This Edition
What do you know and what are you doing about it?
Truth Teller Corner- Rob Berger
AAII Article- 12 Hidden Lessons From Investment History
Latest Podcast- The Magic of Investing