"I am a huge, huge, huge fan of index funds. They are the investor’s best friend and Wall Street’s worst nightmare."
Jonathan Clements

In This Edition
Ben Carlson's Articles
10 Ways to Get More Income in Retirement
Lates MarketWatch Article
Latest Podcast
Testimonial

One of the most commonly asked questions I get is focused on the potential problems for index funds, as more people find them the best place to put investments for the long term.

I think the following 2 articles from Truth-Teller Ben Carlson do a terrific job of addressing the concerns.

Are Index Funds Propping Up the Stock Market?

Debunking the Silly “Passive is a Bubble” Myth

10 Ways to Get More Income in Retirement

Join the Bainbridge Island Senior/Community Center to learn how to increase your monthly investment payout by one to three percent a year and how to leave much more to children and charities. Co-presented with the Bainbridge Community Foundation. RSVP through the Senior/Community Center.

Latest MarketWatch Article: These 9 portfolios can double your lifetime returns

In this article, the second installment of investor boot camp 2024, I’m going to show you the major long-term results you can get from what seem like tiny changes in your portfolio.

Actual results of stock indexes during the 54-year period 1970 through 2023 indicate that changing as little as 10% of your portfolio can — over a lifetime of investing — be worth millions. Read More

Latest Podcast- Fixed Contributions 2024 Update

The move from the accumulation to distribution period of an investors lifetime includes some very important decisions.

What asset allocation between equities and fixed income?
What combination of equity asset classes in the equity portion, as well as fixed income asset classes?
What amount of distribution will be made annually?
Will the payments be monthly, quarterly or annually?
Will payments be adjusted for inflation and how often?
Will the distributions be based on a fixed distribution with regular adjustments for inflation (the topic in this presentation) or on a flexible basis (the topic of the next segment)?

In this podcast Paul uses 11 tables to address the questions above. It is recommended the viewer print out the ⁠PDF of the tables⁠ to make it easier to follow the numbers.

Many may find it is easier to follow the information on ⁠Paul’s video⁠ on the same topic.

If you have questions about the presentation please leave comment or question in the comment section below or email ⁠paul@paulmerriman.com⁠.

Testimonial- Youtube Comment

Bootcamp #3 Sound Investing Portfolio Performance: 2024 Update

"Paul, I have been searching the internet endlessly to learn more about responsible investing. This is the first series I came across that provides practical information presented by a knowledgeable individual who is not trying to take advantage of me. It is incredibly valuable, thank you for doing this!"

The truth about investing: ‘Common sense’ can be the worst advice

Fixed Contributions 2024 Update

Bootcamp #6 Fixed Distributions 2024 Update

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Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
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In This EditionBen Carlson's Articles10 Ways to Get More Income in RetirementLates MarketWatch ArticleLatest PodcastTestimonial

In This Edition
Ben Carlson's Articles
10 Ways to Get More Income in Retirement
Lates MarketWatch Article
Latest Podcast
Testimonial

Are Index Funds Headed for Trouble?