This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed Distribution Strategy of 3,…
This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. The presentation uses the following tables: Table C1…
This podcast is the third in a series of seven podcasts that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace…
In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of tables…
Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and reviews the latest returns and important lessons from the Ultimate…
“Three Keys to Long Term Investment Success” was my presentation at the 9th Annual Retiremeet America Conference. For those who wish to watch other presenters here is a link…
In the coming weeks we will be posting the updated history of equity and fixed income returns for the last 53 and 95 years. These returns will be used…
Dear Friends,The recent unexpected passing of our director of marketing, Aysha Griffin, made me take a second and third look at what we are doing as a non profit foundation…
March 1 through March 4, I attended the White Coat Investor Conference (WCICON 2023). On the 2nd, I made a 2 hour presentation focused on "How to Create and…
In this episode, Paddy has a great chat with Paul Merriman from The Merriman Financial Education Foundation in the USA. The foundation is dedicated to providing financial education to…