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Puget Sound Q and A with Paul and Chris

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Manage episode 431665519 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII. Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio. Following the presentation they answered questions from the guests.

Q: What advice do you give on conversion of regular IRAs to Roth IRAs?
Q: What investments do you recommend to offset large losses in the equity markets?
Q: Why do you recommend AVUS over VOO, or other S&P 500 funds? In Chris’ answer he recommends listeners read his AAII article on ETF Selection.

Q: Why don’t you recommend Long Term Treasury Bond fund? Vanguard Long Term Treasury VGLT
Q: Do you recommend a pension and/or Social Security be considered the equivalent of a bond fund?
Q: Can you compare RSP (an equal weighted S&P 500 Fund) vs. SPY?

Watch the full video here.

  continue reading

455 episodes

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Puget Sound Q and A with Paul and Chris

Sound Investing

21 subscribers

published

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Manage episode 431665519 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On July 25, 2024 Paul and Chris made a presentation to the Puget Sound AAII. Paul spoke to the latest research on small cap value and Chris spoke to the latest research on his 2 Funds for Life Portfolio. Following the presentation they answered questions from the guests.

Q: What advice do you give on conversion of regular IRAs to Roth IRAs?
Q: What investments do you recommend to offset large losses in the equity markets?
Q: Why do you recommend AVUS over VOO, or other S&P 500 funds? In Chris’ answer he recommends listeners read his AAII article on ETF Selection.

Q: Why don’t you recommend Long Term Treasury Bond fund? Vanguard Long Term Treasury VGLT
Q: Do you recommend a pension and/or Social Security be considered the equivalent of a bond fund?
Q: Can you compare RSP (an equal weighted S&P 500 Fund) vs. SPY?

Watch the full video here.

  continue reading

455 episodes

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