Small cap value still the best , bonds and 2 funds for life Q&A
In this episode, Paul Merriman shares insights into upcoming events, including his presentation at the Garrett Planning Network Retreat, as well as his reflections on asset allocation, government bond strategies, and the benefits of various portfolios for different life stages.
Tune in for a deep dive into how different funds and asset classes perform over the long term, and how to optimize your investment strategy, regardless of age or risk tolerance.
Key Topics Covered:
1. Long-Term Returns Comparison
Paul compares two small-cap value funds: the Vanguard Small Cap Value Fund (VSIAX) and the…
The skinny
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