Episode Details

Paul talks with Christine Benz and Jeff Ptak about his commitment to indexing, why he believes in small value stocks, the perils of performance-chasing, and more. They covered such topics as:

• Best ways to get young people to understand investment process
• How to get investment information to people who need it most
• Why Paul was attracted to index funds and DFA
• The future of the value premium
• The risk of value investors capitulating
• The pros and cons of 2 Funds for Life
• Why target date funds have more value
• The risk of bonds in a rising interest rate market
• Use of target date funds in retirement
• The value of an advisor

Check out the extensive list of related articles and podcasts compiled by “The Long View” team at: https://www.morningstar.com/podcasts/the-long-view/103

Join Christine Benz Thursday April 8, 4:30-6 p.m. PT, via Zoom, for a special presentation, “Six Retirement Blind Spots and How to Fix Them”. RSVP by clicking here or email RSVP@bainbridgecf.org with “Christine Benz”.

This free presentation, the second in the series of five, is part of the Financial Literacy Month series, “Taking Control of Your Financial Future,” co-sponsored by The Merriman Financial Education Foundation, the Bainbridge Community Foundation and Library U, a program of the Bainbridge Public Library. The series is free and open to the public. Registration required. For more info, go to:

https://paulmerriman.com/financial-literacy-month-events-on-bainbridge-island/

Click here to hear Paul’s brief recording about Christine’s presentation.