"Long run returns are the only ones that matter but short run returns get all of the attention. Wise investors focus on the long run and avoid allowing the short run to dictate investment decisions."

Ben Carlson, A Wealth of Common Sense

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I spent most of New Years Day writing thank you letters to those who made contributions through the Stripes donation page on our site. Several of the donations included a message that prompted me to ask "I am curious what of our work you find most helpful and where we could be do more to help you in the investment decisions you make for yourself or your family.”

The following is one of those responses:

"Since finding your podcast in 2019, I've gained greatly improved confidence and execution of an investment strategy that I believe in. Despite studying business at one of America's elite universities, despite building an international career living in several of the world's great cities, despite asking intelligent friends working in investment banks, global tech companies or as partners in law firms... for several years I struggled to be convinced by the known investment methods and choices in front of me.

That changed when I found the Sound Investing podcast: Data-driven insight, calm and measured delivery, and consistent humility about the challenging unknowns of short-term market behavior and the relative knowns of long term market performance.

I'm now an UB&H investor on M1 since 2019.

Most Useful:
1. Podcast
2. Table A1
3. Table B14A
4. Best in Class ETF Recommendations & Portfolios pages
5. Portfolio Configurator

Thank you, Paul and team”
L.W.

Any feedback you have on the work we are doing is helpful. Please send to paul@paulmerriman.com

Truth-Tellers highlights:
In this weeks podcast I mentioned a terrific youtube piece recorded by Ben Felix and Cameron Passmore of Rational Reminder. Here is the podcast and here is the YouTube.

Yes, it is over 2 hours but I think it is a wonderful collection of highlights of their favorite interviews of 2023. I suspect they will answer many of the questions you have about investing from the experts they trust.

Latest Podcast- Review of 2023 returns and a prediction for 2024

In this podcast Paul starts by recommending, “Episode 285: A Year In Review" a ⁠podcast⁠/⁠video⁠.

In Paul’s review of 2023 returns he compares Chris’ ⁠Best In Class ETF recommendations⁠ with similar ⁠Vanguard ETFs⁠ and the average return in each equity asset class.

He also gives returns for the most popular portfolios including, ⁠Ultimate Buy and Hold⁠, ⁠2 Fund U.S⁠., ⁠4 Fund U.S. and 4 Fund WW.⁠

Using an ⁠article from Ben Carlson⁠, Paul is able to find even more reasons 2024 should be a very profitable year for investors.

Paul discusses his nominee for the #1 Fund Family in America.

He closes with a portion of a letter from Subah Randhawa, President of Western Washington University.

3 ways investors are tricked — and 6 ways to protect yourself

Latest Podcast- Review of 2023 returns and a prediction for 2024

The Lifelong Process of Financial Education with Paul Merriman

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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 EditionGreat FeedbackTruth-Tellers HighlightsLatest Podcast- Why not all equities all the time?

In This Edition
Great Feedback
Truth-Tellers Highlights
Latest Podcast- Why not all equities all the time?