Description
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 VGLTQ: 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.
Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.
This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video.
They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation...
Published 11/20/24
Paul mentions his upcoming presentation to the L.A. Chapter of AAII on November 16, 2024 10:30 to noon.
Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to...
Published 11/13/24