What rate of return can I count on in the future?
Paul starts the podcast with a brief discussion about the new “financial Literacy for All Students” project at Western Washington University (WWU). The Merriman Financial Education Foundation, WWU, and Paul personally, are working together to make this project a reality in the next two to three years.
The main topic of the podcast focuses on the returns investors should expect in the future. Paul reviews the 5, 10, 20, 50 and 80 years ending 2022,
as reported by Dimensional Fund Advisors 2023 Matrix Book. He also reviews the DFA asset class returns from 2000 to 2022. The period starting in…
The skinny
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