Paul opens with information on the Oct. 11 AAII presentation. Here is the link tosign up. There was a time when Paul was very critical about target date funds. But important circumstances made hi

Watch the video here. Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages. 1: I hold a REIT fund in my tax deferred account but have found other funds include REIT

Dear Friends, If you are a young investor or if you trying to help a young investor, I think you will find the followingcalculatorhelpful. The calculator was created by Nick Maggiulli, C.E.O for Rit

The podcast opens with Paul reading and discussing Ben Carlsons recent article on the collapse of bonds, Everything & Everyone Underperforms Eventually. Paul references a table of return

On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors. At the end of his 2 hour presentation there were many unanswered questions. Ou

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII). The title was Best In Class Fund Selection

Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, paying higher expenses, payingmoretaxes, being less diversified, and sitting on

Paul announces Chris Pedersens upcoming AAII presentation on Saturday, July 22. The 2 hour Zoom presentation will begin at 8:45 a.m. Chris will discuss how portfolio asset allocation, fund selectio

On this week’s podcast Paul addressed a couple of very important questions: 1. Is there really such a thing as a buy and hold investor? 2. What can an investor do to improve their chances of s

While the industry generally agrees the most important investment decision is your choice of asset allocation, Paul makes the case that the choice between being a do it yourself investor vs. hiring a