How can the combo of S&P 500 and Small Cap Value be less risky than the S&P 500 by itself? (and other topics)

Sound Investing · Jul 13, 2022 · 1h 1m

Paul Merriman and Chris Pedersen, Director of Research for The Merriman Financial Education Foundation, address a number of topics and questions:

• Is the combination of the S&P 500 and Small Cap Value really more risky than the S&P by itself?

• Why the exceptional performance of Chris’ Best In Class (BIC) during the first 6 months of 2022?

• If small and value outperformed large and growth, why did the Total Market Index underperformed the S&P 500 by more than 1%?

• Are the higher costs of the Avantis Funds likely to pay a higher premium than lower cost Vanguard funds?

• A first time…